B2B Software User Persona Discovery Form

Understanding your B2B users at a deep level is essential for building software that truly solves their problems. This B2B Software User Persona Discovery Form helps product teams, UX researchers, and marketers gather rich, actionable insights about the people who use—or might use—your software.

Whether you're validating a new feature, refining your ideal customer profile, or preparing for user interviews, this template captures the information that matters most: job roles and responsibilities, daily workflows, pain points, tools and tech stack, decision-making authority, and budget influence. It's designed specifically for B2B contexts where buying decisions are complex, users span multiple roles, and understanding the full picture of someone's workday is critical.

Why Paperform is perfect for B2B user research:

Paperform's doc-style editor lets you create persona discovery forms that feel conversational and on-brand, not robotic. Use conditional logic to tailor follow-up questions based on job role, company size, or industry—so every respondent gets a relevant, personalized experience. Responses sync instantly into your CRM, Airtable, Notion, or research tools via native integrations or Stepper, Paperform's AI-native workflow builder, so your team can analyze and act on insights without manual data wrangling.

Need to turn research findings into action? Use Stepper to automatically route high-value personas to your sales team, tag feedback by theme, or trigger follow-up interview invitations based on specific answers. And with AI Insights, you can summarize dozens of persona responses into clear themes, trends, and quotes—saving hours of manual analysis.

Built for product managers, UX researchers, marketing teams, and growth leaders at B2B SaaS companies, agencies, and software consultancies, this template helps you build better products by truly understanding who you're building for.