Expertise · Who to communicate with and who makes the decision

One version or multiple versions: separate by role or use a common one.

The question is not about how many versions, but what each role in the decision-making board needs to read to complete their tasks.

Quick summary

You should separate by role, but not rewrite from scratch for each person. The most sustainable way is to keep a common core story and then add layers of content for each role: users read the easy-to-use part, technical staff read the safety section, and budget holders read the financial benefits. A one-size-fits-all document often causes no role to see their issues reflected.

Quick comparison
You should choose this direction when
  • The council has many conflicting roles.
  • High transaction value, many participants in the approval process.
  • Franchise or multiple dealers need to customize according to the audience.
Not needed when.
  • Small deal, one or two people decide, tight budget.
  • Separate personas based on intuition rather than buying motivations.

Before deciding how many copies to print, you need to answer a more practical question: in this deal, do different roles have different motivations, or are they just different titles? If users, the technical department, and budget approvers are all concerned about the same thing, then one common copy is sufficient. If they are concerned about different things, then a single document that tries to cover everything will not serve anyone well.

Why a common version is often not enough

In many business transactions, the person signing the contract is not the daily user, and the daily user is not the one controlling the budget. Each role has its own questions when reviewing your documents.

  • Users ask: is it easy to use, does it complicate my work?
  • The technical or operations department asks: how will it be integrated, will it disrupt the current process?
  • The budget approver asks: can the benefits be quantified in monetary terms, and what are the risks of not proceeding?

A document attempting to answer all three questions will often be lengthy, rambling, and no role will find their answer easily. Gartner refers to providing the right content for the right role as buyer enablement. Role-matched content increases the reader's engagement with the document.

When is a common version enough

Not every situation requires a separate version. Creating multiple versions unnecessarily only wastes maintenance effort.

  • Small transactions, with only one or two people involved in the decision, all focused on one issue.
  • Customers are small businesses, where the owner both uses and decides on purchases.
  • Limited budget and production time, prioritize having one good version over many average ones.

When to split by role

  • The decision-making committee has multiple roles with clearly different motivations: users, finance, technical, and leadership.
  • High transaction value, long sales cycle, documents circulated multiple times internally.
  • Franchise or dealer network: a core template is needed so that locations can customize details according to the audience while still adhering to brand standards.
A common version: is suitable for small deals and simple councils. Easy to maintain, with low risk of message distortion. The downside is that no role is served deeply.

Role-based version (module format): Suitable for large deals with multiple decision-makers. Each role reads the section relevant to them. Requires a core locked original and a synchronized update process; otherwise, versions will diverge over time.

Most common mistakes

  • Creating many disjointed versions and forgetting to synchronize when the message changes. Clients in the same committee comparing two versions will see contradictions immediately.
  • Conversely, cramming everything onto one page for the sake of saving leads to no role finding their answers.
  • Separate personas based on titles rather than actual buying motivations. Two technical directors may be concerned with completely different issues.
  • Do not lock the core section, so each employee adjusts it in their own way, gradually losing any standard version.

Each member of the purchasing committee needs to complete their individual tasks before the organization can make a decision. The content from you should help them do that, not persuade everyone with the same argument.

Gartner, The B2B Buying Journey

The viewpoint of Sinh Vũ

Sinh Vũ designs using a modular structure: a core document with a common narrative and locked sections, accompanied by items or pages that can be swapped based on the audience. Your sales team can change text and images in the allowed areas without touching the standard parts.

This method maintains two things at once: a consistent brand story across all documents, and enough relevance for each role to feel that the materials are speaking to them. Sinh Vũ provides templates and guidelines for your team to operate independently, without producing unique content for each campaign or meeting.

What Sinh Vũ often sees: most clients stop at the question "how many copies" and overlook the more important question "which core elements cannot be changed, and which can be flexible." Clearly defining those boundaries before designing will save a lot of rework later.

The tool brings back.

Decision checklist

Topic: Should we create a separate sales kit for each buyer persona? Sinh Vũ guide, sinhvu.com

0 more than 7 items

Select each item you find appropriate, then print or save as PDF to take with you.

Sign indicating that you should take action
Questions to answer before deciding

If you have marked most of the signs above, this is the time to discuss in more detail. Sinh Vũ can help you review and propose a direction.

References

Gartner, The B2B Buying Journey (buyer enablement). Highspot, Aligning content to the buyer. Practical experience from Sinh Vũ.

Frequently asked questions

If only two people are making decisions, is it necessary to separate the documents?

Usually not needed. When the project is small and only one or two people are involved in decision-making, a clearly written common document is sufficient. Separating documents is only worthwhile when the roles have sufficiently different motivations that one document cannot serve both at the same time.

When creating multiple versions, what is your biggest concern?

The biggest worry is the discrepancies over time. When the brand updates messaging or pricing, without a core locked original, each sales employee will adjust in their own way, leading to gradual contradictions. Customers in the same council comparing two versions will notice immediately.

What does module by role mean in practice?

This involves designing a set of original documents with a fixed core, along with pages or sections that can be swapped based on the audience. For example, the brand story and core benefits remain unchanged, but the technical details page only appears when sent to the operations department, while the financial benefits analysis page is only provided to the budget approver.

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