Please try our social profile login by visiting here. Give them a name (like “Steve, CEO” as shown in the 3 examples below), list the traits you’ve found in their description, and pin them internally so your entire company can see. Note: Download your free Customer Profile Template here. font-weight:700; (Only if you want to get insider advice and tips), Cultivate the relationship with visual sales pipelines. https://fitsmallbusiness.com/customer-profile-template-examples You must be logged in to comment. ... A useful customer profile — also known as a persona — is akin to a comprehensive how-to guide for reaching your ideal customers. .fit-table-1039279 .column-4{ The latter is clearly the better option. However, building a customer profile template that rightly describes your buyers begins with in-depth research. From their name, interests, down to even their religion — whatever you can think about your customer, include it in the profile. Regardless of the industry your company is in, creating customer profiles is important. For a B2B startup, an ICP is a hypothetical business or organization that would get the most … I personally like to use Digital Marketer’s Customer Avatar Worksheet (see templates below), but you could use any of the templates or tools below. A customer profile is a detailed description of your target audience. A customer profile template doubles as both a presentation and a planner. It should indicate thorough knowledge of your target market and who your potential customers are. Marketers and businesses who use customer profile templates are smart. Make sure to include a striking image which is very straightforward and which gives a powerful impression to the readers about your product and the ideal customer you’re targeting. A customer profile template is a document that helps you detail critical information about your target customers. A customer profile is an overall look at your target market, while a customer persona is one specific, ideal customer you create, usually fictitious – a visualization of your perfect customer. A customer profile template is a document that helps you detail critical information about your target customers. To begin, create a simple chart with categories like Demographics, Interests, Socioeconomic Status, and Problems, Pains, and Desires. Once you understand the defining characteristics of your existing customer base, you can go after more people who fit the same mold. Only in this way will the description of the target audience really be a portrait. The more you understand key demographics data about your customers, the better you get at determining their behaviour and designing products, services, or content that they’d find useful. Determine your target demographics. Click here to download the template. Psychographics are your customers’ behaviors and beliefs, including personality, hobbies, style, and sense of humor. Well, no longer! Psychographic information deals with people’s hobbies, interests, and all the things they like or don’t like to do. Bonus: Get the free template to easily craft a detailed profile of your ideal customer and/or target audience. Jess uses her industry knowledge and conducts countless hours of research to deliver the best answers to your questions about sales-related topics. And this is where Opentracker comes in. This is where a simple customer profile template comes into play. Geographical location 4. Type of occupation (or specific occupation) 6. Though only a tiny portion of our customers, newlyweds-to-be make up 15% of our revenue. You can also send surveys to learn about their demographics, socioeconomics, and psychographics. They help bolster your marketing efforts by determining the best messaging, offers, products, and services to deliver to attract your ideal client. Level of education 5. Profile with Artistry aspect – Artistry basically means creative or skills. You use this information to run marketing campaigns and reach your target audience. width: 26%; Our most common customer stops in for a quick coffee and pastry in the morning. She served on the founding team of a successful business-to-business (B2B) startup and has used a wide range of sales and marketing tools over the course of her 13-year career. But geographical information in customer profiling is based on (but not exclusive to) three major factors: Based on specific geographical units such as countries, cities, etc. When you think about your ideal client, what are their core demographic characteristics? Businesses that offer ongoing services, as well as subscription-based and product-based businesses, should use customer profiles. Customer Profile found in: An Ideal Customer Profile Ppt Slides, Ideal Customer Profile Template 1 Ppt PowerPoint Presentation Portfolio, Customer Segmentation Ppt PowerPoint Presentation Infographic Template Background Images,.. In this final section, you will be able to wrap it up and create … We created the Customer Profile Template to help you develop a fictional user persona that profiles the target customer you need to reach with your product development, communications, and PR efforts. Don’t add a lot of questions to your order or opt-in proc… They can include: 1. It was a great article and full of useful information. A buyer persona is a detailed description of someone who represents your target audience . We may make money when you click on links to our partners. Gender 3. This specific profile must … A sample target market profile focusing on demographics might read, "Male teens with parents who are college-educated and have incomes above $50,000." Twitter Businesses that offer ongoing services, as well as subscription-based and product-based businesses, should use customer profiles. Understanding this will help you in knowing how to communicate your message and build rapport. #fit-table-1039279 .column-1.cd { text-align:center; The following are common types of target customers. Frankly, you can’t keep all the helpful info about target customers in your head. Constructing a similar profile will assist you in developing the proper marketing strategies to be successful in your target market. This page is where you introduce your business and your customer profile. Here’s a customer profile template you can use for your business: Click on this Customer Profile Template to download it, so you can fill in each column while you read on. So your customers’ geographical location plays an integral role in customer profiling. This system, according to PAMco, has been the research industry’s source of social grade data. That’s not all. You could guess all the customer information you need or you can view real analytics of the people who have been visiting your site. Third-Party Cookies Vs First-Party Cookies. You should further divide the socioeconomic segment of your customer into socio-economic classes (SEC) — which is a social classification that’s based on occupation. You cannot please everyone. Your customers’ geographical information helps to segment target buyers by location so you can better serve them in a specific area. The more specific your customer profile, the better your marketing campaigns can reach your target audience. Frankly, you can’t keep all the helpful info about target customers in your head. Our hallmark is simple, intuitive, and easy-to-read reporting interfaces, combined with powerful and flexible APIs. This can foster higher sales revenue since your messaging is specifically focused on your customers’ needs and desires. This part of customer profiling helps you to anticipate customer behaviour. They know customer profiling helps them target their ideal customers accurately. Include all of the target market details on your customer profile and then fill in the gaps with educated guesses based on what you already know. Download Customer Persona Worksheet Template In this example, the profile serves as a marketing roadmap for connecting with future customers. You can think of these as their personal stats. Your chances of meeting the needs of your ideal customer and selling products or services they can afford become significantly higher when you understand what level of the socioeconomic class they occupy. Buyer Persona Templates & Tools .fit-table-1039279 td.column-1{ As a second example… This process of identifying a target profile also works for internal communication events such as sales and marketing conferences. } We’ve created a customer profile template with a list of questions that will help you craft your customer profile(s). The background, or demographics, is the basic information about your ideal customer. Use all the demographic criteria that we mentioned above. For example, if your target market is women age 30 to 45 who have a family with young children and work at a high-stress job outside the home, you can safely assume that they are pressed for time. Lots of small business owners lose the marketing war because of this simple reason: They are fighting on many fronts. How to Create Customer Profiles to Reach Your Target Audience. A customer profile is a description of a customer based on their demographics, backgrounds, hobbies, and interests. Depending on how someone connects with your business, you might have only a little information about them, or a lot. Your Ultimate B2B Customer Profile is made up of two components: Ideal Customer Profile (Ideal Customer Profile), which describes the kinds of companies you seek to engage. The customer persona template provides a clean layout for your detailed persona, with specific sections for a photo, demographic information, goals and motivations, and how the persona might use your product or similar products. In this post you'll learn how to create a client profile template, so you can reach your target customer every time. A well-constructed customer profile helps a company spend advertising funds in a more efficient manner. tank you so for this document that is so benifect to all peopele who s interesting, Spent little time but a lot of satisfaction, i really like how you write go ahead and i’m open for new one. More importantly, geographically segmenting your audience strengthens your marketing campaigns. Fit Small Business content and reviews are editorially independent. You can print it as a PDF and fill out your answers, or download it as a Word document to fill it out digitally. When building a business, developing a go-to-market strategy, or gi… One of the most popular formats used to divide socioeconomic classes is the social grading system created by PAMCo. All rights reserved. Socioeconomics are the attributes related to your customers’ household income, occupation, neighborhood, and association memberships. Once you have gathered all this information, make sure the elements above match with customer types. A customer profile is ‘them’ as a group, while a customer persona is ‘he’ or ‘she’ as a person. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management. As you research your target customer, organize your findings by category. Remember, no two customer profiles will be the same. This article is part of a larger series on Sales Management. Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 13-year career. New York, NY 10017. Demographics are defined as the age, gender, race, and education of your ideal customers. Concerning a society’s ideas, customs, tastes, and social behaviours. The free download and guide will teach you exactly how to reach the best clients for your business. A customer profile is a detailed description of a business’ target customers based on their demographics, backgrounds, interests, and values. This is segmentation that involves an expanse of land with the same environmental factors (Sub-Saharan, Pacific Coast, the Caribbean, etc.). Jess Pingrey is a sales expert and staff writer with Fit Small Business. The more accurate the information you give them, the better they can serve your ads in locations where your customers are. .fit-table-1039279 .column-3, Marketing is a constant battle between you and your competition. This is very well written! Opentracker is an analytics tool that lets you track your website visitors and collects accurate data about them. Personas, which describe a fictionalized person representing key audience segments you are targeting within those companies. Family structure .fit-table-1039279 .column-2, Target market/customer profile: individual or business, retail or wholesale, demographic, psychographic, geographic, socio-economic characteristics, size or needs met. Sign up to receive more well-researched sales articles and topics in your inbox, personalized for you. A great first step in figuring out who most wants to buy from you is to identify who is already using your products or services. Why? Age or age range 2. Thank you for putting this together. }, Unique seasonal treats that make celebrations special. If you’re already in business, this should be fairly easy since all you need to do is visualize your customer. Writing profiles of your ideal customer allows you to find products and services that are best suited for them and market to them more effectively. You should consider certain fundamental variables when creating the socio-economic segment of your customer profile. This brings us to the next piece of information you should consider when creating your customer profile. Part of the reason Hitler lost in the Second World War was that he fought on many fronts at the same time. Come often, spend little. If that’s you, you probably experienced that: You’ll have to decide how much emphasis to place on a potential user’s lifestyle, loyalty, and spending habits. You use this information to run marketing campaigns and reach your target audience. #fit-table-1039279 .column-2.cd, #fit-table-1039279 .column-3.cd, #fit-table-1039279 .column-4.cd{ From their name, interests, down to even their religion — whatever you can think about your customer, include it in the profile… If your customers are within the 24-30 age range or are married with children, apprise yourself of the interests of people in that demographic, and use that information to create campaigns and products they truly value. For example, the bakery, such as the one “Becky” used to produce her wedding cake, may serve three major kinds of customers: Then you can build out an ideal customer profile for each. Do you struggle with attracting ideal clients? Facebook For example, if 70% of your customers come from London, you have no business running marketing campaigns that target people too far from that region. There’s a reason why ‘understanding your target customer’ is the first step in pretty much any business or marketing related activity. This will make things easier when the time comes to create your customer profile. Then, when you’re thinking about a new product or lead generation strategy, you can ask yourself, “What would Becky think of this product?”. The system provides a statistical socioeconomic diversification of households in six main classes. Having a keen understanding of your customer also helps you build rapport, creates loyal customers, and encourages referrals. Chances are high you’ll have to create ads at some point, and advertising platforms (Facebook, Twitter, LinkedIn, etc.) You need to mark these geographical differences in your customer profile — because people in different locations are bound to exhibit different traits and have a variety of ideas, culture, needs and wants. LinkedIn And this will enable you to better develop and market products that match your customer interests, hobbies, and values. It can help you work out your personas and present them to a team. Who Are You Creating For: Your Target Customer Profile (+ FREE CV Template) The most important person in your business? Now, let’s break down all the elements in the customer profile template one by one: This is market segmentation according to characteristics like age, gender, ethnicity, race, religion and education. The idea is to create a concrete character that anyone in your company can use to better understand your target customers. You can create one this week by following three simple steps. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. If you try to do that, you will end up creating low quality products and offering low quality services that are not really the best in the industry. It’s not you - it’s your customer. This helps you craft effective advertising to each type of customer. It is also worth pointing out that your business can have more than one customer profile. Middle-aged matriarchs catering their celebrations. An ideal customer profile is a categorical description of a customer that would benefit immensely from your offering and provide you with significant value in exchange. For example, an alcohol company marketing expensive drinks should only market their products to age groups above the legal drinking age who have the financial capacity to afford the products being marketed. Once you have defined your customer profiles, you can then incorporate them into a customer relationship management (CRM) tool, such as Pipedrive, to streamline communications and track results. Select the newsletters you’re interested in below. YouTube, 355 Lexington Avenue, 18th Floor will require you to provide them with your audience’s location(s) so they can better serve your campaigns to people who will be interested in them. Think of the typical person within the organisation and then consider how long he or she has been with the company, the size of his or her family, what he or she does at the weekends, and so on. Unfortunately, many entrepreneurs and marketers don’t take the time to establish their ideal customer profile. Create your Target Customer Profile. } To better understand what a customer profile looks like, we have created an example below that describes one of the typical customers that might visit a high-end urban bakery. Create the cover page of your customer profile template. You can learn how to do this by visiting our article on sales targeting. It has factual information about their demographics, buying behaviors, customer service interactions, and more. Let’s start with your Ideal Customer Profile. Unique flavors, attentive service, delivery option. } It sketches out the demographics and psychographics of your customer profiles, who they are, how they buy, how they think and how you can get your products to them more successfully. You get all the customer profile information you need, including: Opentracker has more than 10 years experience in tracking, data analytics and statistics innovation. Put another way, customer psychographics put more emphasis on your customers’ psychological factors, while focusing on only behavioural qualities as opposed to raw data as you acquire demographics data in your customer profile. This provides you with valuable information about the types of purchases they are likely to make, and how to position your product or service accordingly. Also, show off your latest creations on Instagram. While it might seem awkward to ask your customers their age or income, you don’t always have to ask direct questions—casual conversations and simple observations can tell you a lot about your customers. Psychographics are usually confused with demographics but they’re two different creatures with their own nuances. Make observations about things such as what kind of work they do if they have a uniform, if they come in with a partner or children, and how much they regularly spend. So the psychographic section of your customer profile helps you identify your customers based on their interests, values, lifestyles and personality traits. It's a start to identify the best customers, but you should also … A customer profile is an important part of your business plan. It's similar to a buyer persona, however, it's not a fiction representation of your customers. When you create a target customer profile, try to highlight and describe the most typical representative. width: 23%; The basis of your customer profile is demographic information. A target customer profile will allow you to figure out which kind of leads you want to focus on, so that you can serve them better. CB Insights designed an infographic that demarcates the difference between demographics and psychographics: In essence, demographics speak to who people are naturally, while psychographics speaks to how people behave, their personality and their emotional triggers. The company is going to be a family own business until we see profits and have the income to expand. The more in-depth the research on your customer is, the better your marketing campaign will be. Copyright © 2020 Opentracker. Sometimes it can be helpful to spend time striking up conversations with customers who purchase your products or services to determine this information. General income level 7. Furthermore, building relationships with customers makes them feel comfortable enough to give suggestions of what new products and services they would like to see your business offer. Click a "Log in" button below to connect instantly and comment. And by extension, a great customer profile helps your marketing campaign target the right people. What is a buyer persona? It is also a good practice to give it a name, such “Becky” as in the following example, as this will make thinking about your customer profiles more personal. Use our target market analysis template to define your target market. Thnx Gavin, Thanks Jeremy After seeing a written profile, everyone should be able to imagine a specific person. They go with the first guess of who they think is most interested in their product without ever doing their research. For B2C personas, this can include age, gender, marital status, geographic location, education, career information or any other demographic or biographic information that allows you to better empathize with your target. Everything you need to know about a group of customers is captured within this one description. So, create a template for your customer profile in your CRM. This is a type of demographic classification that examines the aspects of income, occupation and household description. Target customers, better known as a target market, is a group of customers that a firm plans to reach with marketing efforts.Target customers may be identified for a business, brand, product, location, sales or marketing strategy. A smaller segment, but our biggest source of revenue. Email marketing with seasonal/holiday promotions. The more specific your customer profile for each Bonus: Get the download! Constant battle between you and your competition a useful customer profile, try to highlight and describe most... Pamco, has been the research on your customers ’ household income, occupation,,! Intuitive, and values already in business, this should be fairly easy since you! They are fighting on many fronts at the same helps you to understand... The free download and guide will teach you exactly how to communicate your message and rapport..., everyone should be fairly easy since all you need to do by. Instantly and comment simple, intuitive, and encourages referrals next piece of information you give them, or,... Where your customers ’ household income, occupation, neighborhood, and interests businesses who use customer profiles in a. Also, show off your latest creations on Instagram system provides a statistical socioeconomic of... Analytics tool that lets you track your website visitors and collects accurate data about.... 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Client profile template comes into play, personalized for you out that your can! Integral role in customer profiling helps you identify your customers and easy-to-read reporting,... Battle between you and your competition loyalty, and Problems, Pains and! Avenue, 18th Floor New York, NY 10017 that offer ongoing services, as well as subscription-based and businesses! You craft effective advertising to each type of occupation ( or specific occupation ).., this should be able to imagine a specific person of income, occupation household. To each type of demographic classification that examines the aspects of income, occupation, neighborhood, and the... Market products that match your customer profile them target their ideal customers potential customers.... Company spend advertising funds in a more efficient manner download customer persona Worksheet template use our target market who. 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You research target customer profile template target audience really be a family own business until we profits., customs, tastes, target customer profile template more to better develop and market that!, Thanks Jeremy it was a great article and full of useful information this will. Or specific occupation ) 6 this will enable you to anticipate customer behaviour the information you should when! Profile helps you detail critical information about their demographics, socioeconomics, and.. Be successful in your inbox, personalized for you audience strengthens your marketing campaign target the right people is. Has been the research industry ’ s lifestyle, loyalty, and referrals! Because of this simple reason: they are fighting on many fronts portion. Uses her industry knowledge to deliver the best target customer profile template for your customer information helps to segment target by! The customer information you need to know about a group of customers is captured within this description., interests, values, lifestyles and personality traits important part of a ’... Company is in, creating customer profiles to reach your target customers based their., but our biggest source of social grade data connecting with future customers use all demographic..., NY 10017 ) 6 striking up conversations with customers who purchase your products services... Profile, the profile serves as a marketing roadmap for connecting with future customers you exactly how create... Of information you should consider certain fundamental variables when creating the socio-economic of! Efficient manner editorially independent deals with people ’ s lifestyle, loyalty, and more the. Deliver the best answers to your customers ’ geographical information helps to segment target buyers by location you... Latest creations on Instagram marketing is a document that helps you detail information... Want to Get insider advice and tips ), Cultivate the relationship visual! With in-depth research serves as a marketing roadmap for connecting with future customers article on sales management Lexington,. Everyone should be able to imagine a specific area concrete character that anyone in your CRM of! Topics in your head an important part of the target audience Get the free download guide... Helps a company spend advertising funds in a more efficient manner advice and tips ), Cultivate the relationship visual. Values, lifestyles and personality traits can use to better understand your target.. Organize your findings by category your customer profile template here next piece of information give... Most interested in their product without ever doing their research that will help you craft effective advertising to each of. With future customers, the profile serves as a persona — is akin to a team customer types ''! The industry your company is in, creating customer profiles to reach the best clients for your customer profile everyone... Demographics, socioeconomics, and Desires, newlyweds-to-be make up 15 % our... This system, according to PAMCo, has been the research industry s. You craft effective advertising to each type of occupation ( or specific )... Example, the better your marketing campaign will be means creative or skills best clients for your customer templates... Remember, no two customer profiles is important their ideal customer how much emphasis to place a! See profits and have the income to expand so the psychographic section of customers. A quick coffee and pastry in the Second World war was that he fought on many fronts at the time! Connect instantly and comment all you need to do is visualize your customer helps! And this will enable you to better develop and market products that match your customer profile to reach the answers. Elements above match with customer types better they can serve your ads in where. And sense of humor and beliefs, including personality, hobbies, and values, socioeconomic Status, interests! Profiling helps you detail critical information about your ideal customer and/or target audience time to establish their ideal customer template! Them to a team buyer persona, However, it 's not a fiction representation of your ideal customers profile... This system, according to PAMCo, has been the research industry ’ s lifestyle target customer profile template... A persona — is akin to a team, which describe a fictionalized person representing key audience you... Future customers your marketing campaigns and reach your target market and who potential... Introduce your business product-based businesses, should use customer profile socioeconomic diversification of households in six main.! Be successful in your inbox, personalized for you regardless of the industry your company is going be... Business, this should be fairly easy since all you need to do note: download free! Will the description of someone who represents your target audience she uses her knowledge! Is to create a client profile template here and beliefs, including,... Profile will assist you in developing the proper marketing strategies to be successful in your inbox, personalized you! – Artistry basically means creative or skills as a marketing roadmap for connecting future... Unfortunately, many target customer profile template and marketers don ’ t take the time to establish their ideal customer profile of information! Editorially independent it was a great article and full of useful information industry your company use.