How to use the Behavioural segments template

Start a board from it
Use this template opens a new Freero board with the Behavioural segments template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Behavioural segments”.
Follow the instruction on the board
“Start from research notes or usage data and group people who behave alike. Name each group after its behaviour, not a stereotype.”
Fill in each part
- Planners What they do, and what they need from us.
- Firefighters What they do, and what they need from us.
- Delegators What they do, and what they need from us.
- Number crunchers What they do, and what they need from us.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Behavioural segments board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

User persona
A research-based profile: who they are, goals, frustrations, habits and tools.
Insight to action
Take a finding from data and walk it through to a decision: what you saw, why it matters, what it might mean and what you will do.
Audience segments
Describe who you’re marketing to in a few segments: what each cares about, where they hang out and the message that lands.
Research plan
Plan a study before booking anyone: the decision it informs, the questions, method, participants, timeline and how you’ll share it.
Survey builder
Draft a survey people will finish: the goal, who answers, the questions in order and how each answer will be used.
Interview guide
A discussion guide for customer interviews: warm-up, their story, the problem in depth, current workarounds and wrap-up.