Partners and business unit leaders

Goals
Paying the school fees, mortgage and being home in time to
have dinner with the kids
Being viewed as a key trusted adviser by existing clients
Generating relationships with new clients
Creating a hungry, happy and motivated team of talented
professionals

Frustrations
"I thought that " Pressure to meet revenue targets and feeling insecure in
current position
Difficult to properly oversee multiple complex projects, with
Age: 35-65
personal liability if something goes wrong
Work: Partner
Poor and backwards looking management information
Family: Married with kids
available to help manage large and diverse teams
Character: Varies

Bio

The bio should be a short paragraph to describe the user

journey. It should include some of their history leading up to a
current use case. It may be helpful to incorporate information
listed across the template and add pertinent details that may
have been left out. Highlight factors of the user's personal and of
professional life that make this user an ideal customer of your
product.

Remember - you may modify this template, remove any of the

modules or add new ones for your own purpose.

Tax structuring professionals

Goals
Climb the career ladder
Deliver a great service to clients
Help nurture and develop team members

Frustrations
Demanding clients, short deadlines, long hours = stress
Dealing with highly complex and subjective matters in the
context of live projects
"I thought that " Building project/client teams across borders with the right
skills and knowledge
Bureaucracy, multiple systems, time-sheets and perceived
Age: 35-65
opaque promotion processes
Work: Partner
Family: Married with kids
Character: Varies
Bio

The bio should be a short paragraph to describe the user

journey. It should include some of their history leading up to a
current use case. It may be helpful to incorporate information
listed across the template and add pertinent details that may
have been left out. Highlight factors of the user's personal and of
professional life that make this user an ideal customer of your
product.

Remember - you may modify this template, remove any of the