{"id":1450,"date":"2024-12-02T11:00:00","date_gmt":"2024-12-02T12:00:00","guid":{"rendered":"http:\/\/nurseagence.com\/?p=1450"},"modified":"2025-03-18T13:34:13","modified_gmt":"2025-03-18T13:34:13","slug":"customer-profiling-in-10-easy-steps-templates","status":"publish","type":"post","link":"http:\/\/nurseagence.com\/index.php\/2024\/12\/02\/customer-profiling-in-10-easy-steps-templates\/","title":{"rendered":"Customer Profiling in 10 Easy Steps [+ Templates]"},"content":{"rendered":"
Let\u2019s be real \u2014 you can\u2019t deliver amazing customer experiences if you don\u2019t truly know your customers. That\u2019s where customer profiling comes in. Throughout my career, whether I was contributing to marketing strategies from the ground up or helping the business increase conversion rates, one thing always remained constant: a deep understanding of the customer is non-negotiable.<\/p>\n
To connect with your audience, you need to understand their demographics, their motivations, their pain points \u2013 you need to get in their heads. Customer profiling gives you the insights you need to make this understanding possible.<\/p>\n
Now, you might be thinking, \u201cOkay, I get it. But what exactly is<\/em> customer profiling?\u201d Don\u2019t worry, I\u2019ve got you covered.<\/p>\n In this article, we\u2019ll dive into the world of customer profiling, explore why it\u2019s more important than ever in today\u2019s world, and walk you through a practical 10-step process to create your own powerful customer profiles.<\/p>\n Table of Contents<\/strong><\/p>\n <\/a> <\/p>\n \n I learned long ago that if you try to market to everyone, you end up connecting with no one. That\u2019s why nailing your customer profiles is so important.<\/p>\n Think of a customer profile definition like this: it\u2019s a detailed snapshot of your ideal customer. You\u2019re gathering and analyzing data about their characteristics, behaviors, needs, and aspirations. This intel allows you to create a clear picture of who you\u2019re talking to, so you can tailor your message and offerings for maximum impact.<\/p>\n Let’s take a look at a sample below.<\/p>\n Download the Free Customer Profile Templates<\/a><\/p>\n Creating a customer profile can be simple. With our templates, you don’t have to start from scratch. Just fill in the blanks and use the data from your service software<\/a> or surveys to create a complete consumer profile.<\/p>\n I\u2019ve found these customer profile templates<\/a> to be a valuable, time-saving tool when creating customer and consumer profiles for my business. In my experience, it\u2019s always been beneficial to take advantage of time-saving resources like this that allow me to focus more energy on delighting customers.<\/p>\n Before creating a customer profile, consider your target audience<\/a>.<\/p>\n If your company is in the B2B space, you’ll need to include more detailed information about your customers, such as industry size, regional location, etc.<\/p>\n If you\u2018re in the B2C space, you\u2019ll want to create a customer profile focused on the individual.<\/p>\n Let’s take a quick look at each component of the sample template.<\/p>\n After spending over ten years in customer experience and operations across everything from B2B SaaS to DTC, I\u2019ve learned that understanding your customers isn\u2019t just about collecting data but about understanding why they tick. Sure, we need the basics like age, location, job title, etc. But here\u2019s the thing I\u2019ve seen time and time again at places like Skybound<\/a>: it\u2019s what you do with that information that matters.<\/p>\n I currently manage the customer experience for ecommerce at Skybound<\/a>, and I knew customer demographics was just the start. What really has helped move the needle was understanding the whole person behind the store experience. Want an example? By building out our Insiders Loyalty Program<\/a>, we\u2019ve been able to better hone in on our target audience and create products and experiences they\u2019re truly interested in.<\/p>\n Here\u2019s something I learned while running support for Web3 startups \u2013 people make decisions in wildly different ways, especially depending on the channel of communication. Some folks will spend hours on Discord doing their research on a subject, while others make snap decisions based on gut feel. Having managed everything from enterprise software at Greenhouse<\/a> to subscription services at Trendy Butler<\/a>, I can tell you that understanding these patterns is pure gold.<\/p>\n This is where the magic happens, and I\u2019ve seen it across every industry I\u2019ve worked in. At Dapper Labs<\/a>, we didn\u2019t just launch chatbots to handle the majority of inbound support tickets. We built them because we understood exactly how our users wanted to interact with us. We knew our community was tech-savvy and wanted instant answers at all times, not email threads that dragged on for days.<\/p>\n When you understand your customer\u2019s specific needs and what they see value in, you can start to build products and solutions that feel like they were made just for them.<\/p>\n While working with customers, I like to ask about their pain points \u2014 which, ideally, I can solve.<\/p>\n Say you\u2019re running a cloud kitchen startup that helps restaurants manage their delivery operations. On the surface, your customers might say they want \u201cbetter delivery management.\u201d But when you dig into those 3AM support tickets and really listen to those post-resolution calls, you start seeing the real story. They\u2019re not just worried about delivery times \u2013 they\u2019re losing sleep over staff turnover, they\u2019re stressed about food waste costs, and they\u2019re desperately trying to maintain quality when orders spike unexpectedly.<\/p>\n You often see this pattern in the SaaS industry as well. What users say in feature requests versus what\u2019s actually keeping them from solving for their needs can be totally different things. You have to be like a detective and piece together the clues from support conversations, surveys, usage patterns, and those candid moments when customers finally let their guard down and tell you what\u2019s really going on in their world.<\/p>\n Once you understand these deeper motivations, you can start offering real solutions that make their lives better.<\/p>\n After years of building customer experience and support teams of all forms, I\u2019ve learned that understanding your customers\u2019 daily routines is just as important as understanding their wants and desires. At every successful startup I\u2019ve worked at, we built our entire support structure around when and how our customers needed us, not the other way around.<\/p>\n Want to know the real secret? It\u2019s not about the tools or the tech stack (though believe me, I love a good HubSpot automation<\/a> as much as the next). It\u2019s about never losing sight of the humans on the other side of those support tickets, chat messages, and conversations. When you nail that, everything else \u2013 the CSAT scores, the retention rates, the community growth \u2013 tends to fall into place.<\/p>\n When I first started out in my CX career, I used to get customer profile and buyer persona mixed up all the time. But after years of working with companies from scrappy startups to Fortune 500 giants, I\u2019ve learned that these two tools are like peanut butter and jelly \u2013 they\u2019re great on their own, but together, they\u2019re unstoppable.<\/p>\n Customer profiles, also known as consumer profiles, provide a bird\u2019s-eye view of your target audience. You can think of it as a map of your customer base. You see the major landmarks like demographics, buying habits, and generally all the metrics behind the customer. We also call this the ideal customer profile<\/a> (ICP).<\/p>\n Now, buyer personas? That\u2019s where we get laser-focused. It\u2019s important to craft a detailed picture of your ideal customer within a specific segment. Back when I was at Trendy Butler<\/a>, we didn\u2019t just look at demographics to craft our AI recommendation engine, we got to know \u201cMike,\u201d the 35-year-old tech professional who hated shopping but wanted to look sharp for his Zoom meetings. The key difference is in the level of detail and granularity that you\u2019re looking at.<\/p>\n Now that we\u2019ve got the basics down, let\u2019s talk about how to actually use these tools in the real world.<\/p>\n Customer Profile Use Cases<\/strong><\/p>\n An ICP helps you pinpoint customers who are most likely to become your loyal fans. Think about their demographics, their desires, and the pain points that keep them up at night.<\/p>\n Here are some examples.<\/p>\n By understanding your customer profile, you can fine-tune your marketing messages and channels to hit the right target audience. For example, if they are \u201cMike,\u201d the 35-year-old tech professional, then you might double down on your LinkedIn and X strategy instead of spreading yourself thin across too many social media platforms.<\/p>\n Additionally, your sales team can use the customer profile to prioritize leads and focus their energy on those prospects that fit the bill. This helps them avoid wasting time on dead-end leads and close more deals faster.<\/p>\n Overall, knowing your ICP\u2019s needs and challenges can influence your product development roadmap. By building features that solve their specific problems, you\u2019ll increase product adoption and keep those customers happy.<\/p>\n Buyer Persona Use-Cases<\/strong><\/p>\n Okay, let\u2019s talk about buyer personas. Customers crave personalized experiences. They want to feel seen, heard, and understood. That\u2019s exactly what the buyer personas help you achieve.<\/p>\n By creating detailed personas of your customers, you can tailor your approach to meet their specific needs.<\/p>\n For example, you can:<\/p>\n Pro tip:<\/strong> Don\u2019t cut corners, use both! Combining customer profiles and buyer personas gives you a panoramic view of your audience. This will help you build a better product or service and therefore provide a better experience once you do get those leads in the door.<\/p>\n <\/a> <\/p>\n \n <\/a> <\/p>\n When building a business, developing a go-to-market strategy, or giving your sales team direction, clearly describing your current customers is essential.<\/p>\n I\u2019ve found that the customers most likely to purchase from me in the future are often quite similar to customers who I\u2019ve worked with in the past. Coincidence? I think not.<\/p>\n Customer profiling helps you identify buyers likely to purchase from you, which is more valuable than targeting everyone everywhere. My experience has taught me that taking an informed, targeted approach to customer acquisition is far more effective than casting a wide net.<\/p>\n Trying to build something that solves 100% of the problems for 100% of the market is called \u201cboiling the ocean.\u201d You’re \u201cboiling the ocean\u201d when your customer profile is too broad.<\/p>\n The irony is that targeting a broad audience solves only a few problems for only a few people. You end up spreading your product offering too thin and diluting your value across too many customers.<\/p>\n Customer profiles act like guard rails for product managers as they develop a new product, marketers as they craft positioning strategies, and salespeople as they search for potential customers.<\/p>\n Customer profiling is incredibly beneficial for all teams and your business members \u2014 let’s look at the benefits in more detail below.<\/p>\n <\/a> <\/p>\n Creating customer profiles is crucial for taking your business to the next level. 66% of customers<\/a> expect companies to understand their needs; customer profiling helps you do that.<\/p>\n A properly executed customer profiling strategy has far-reaching benefits across your entire organization. Read on to discover the many benefits of customer profiling.<\/p>\n The benefits of customer profiling are impactful across your entire company. Each department in your company will use your customer profiles differently, but they will improve the bottom line.<\/p>\n It allows you to identify better-fit prospects.<\/strong><\/p>\n By knowing who benefits from your products the most, your organization can find better prospects and increase close rates.<\/p>\n If you’re part of the service team, this might not mean much to you. But remember: A better-fit prospect is a happier customer down the line.<\/p>\n Customer acquisition cost (CAC) is the money you spend on marketing and sales campaigns to attract a single customer. Implementing customer profiling allows you to focus your efforts on people who are more likely to become customers, which brings customer acquisition costs down in the long run.<\/p>\n I\u2019ve personally discovered this to be true when running social media ads for my business. A well-defined customer profile meant I could target the right people online and lower my ad spend.<\/p>\n Knowing your customers is critical to serving them better. By documenting customer pain points, attributes, and characteristics, you can deliver a superior customer service experience before they ever request help.<\/p>\n Fellow writer for the HubSpot blog, Rami El-Abidin<\/a>, agrees, saying \u201cI found this accurate, having worked on the Support Team at HubSpot at the beginning of my career. We always kept detailed notes on each customer, including the issues they had in the past and their needs\/goals. Armed with this information, I was much better equipped to meet customers where they were and guide them to success.\u201d<\/p>\n This way, you can predict issues before they arise, provide practical self-help resources, and better align with their needs if they reach out to your service team.<\/p>\n Customer churn refers to losing customers. We can all agree we want to keep that number as low as possible!<\/p>\n By creating strong customer profiles from the start, you can attract and serve customers who actually want to use your product or service \u2014 reducing customer churn<\/a> in both the short and long term.<\/p>\n Now that you know the benefits of customer profiling, which data should you gather for your customer profiles?<\/p>\n Let’s take a look.<\/p>\n <\/a> <\/p>\n A refined customer profile can help you find and attract more people likely to buy your product, develop a stronger relationship with your customers, build more impactful features, and put you on a better trajectory for market dominance.<\/p>\n It\u2019s clear that customer profiling is valuable and effective, but how do you start? It\u2019s easy to feel overwhelmed with so much customer data at your fingertips, but fret not; I\u2019ve got you covered.<\/p>\n Below are the four different types of customer profile data you should be gathering.<\/p>\n Demographic data are the concrete characteristics of a customer and can be used to understand consumer behavior, albeit broadly.<\/p>\n Demographics include the following traits (and more):<\/p>\n If you’re in the B2B space, consider attributes such as company size, industry, and other organizational characteristics.<\/p>\n El-Abidin shared a good example of what this looks like in practice: \u201cMy music backline rental business is technically B2B, and my customer demographics are segmented by events such as weddings\/bar mitzvahs\/graduations, music festivals, and touring artists who can\u2019t travel or fly with all their gear. Each type of customer has different needs, and understanding customer segments helps me anticipate and meet them.\u201d<\/p>\n Demographics alone aren\u2019t enough to understand how, when, and why people make purchasing decisions, and that\u2019s where psychographics come in.<\/p>\n These factors relate to the attitudes and psychological makeup of a customer and may include:<\/p>\n Psychographics help you understand the buying journey and even the customer journey after they’ve already purchased from you. Psychographic segmentation in email marketing can raise open rates by up to 30% and increase conversion rates by an average of 25%.<\/a><\/p>\n Tools like HubSpot’s free email tracking software<\/a> make it easy to measure these improvements by showing you exactly how and when prospects engage with your segmented campaigns.<\/p>\n While psychographics relate to psychological attributes, behavioral segments look at how that’s manifested in action.<\/p>\n You may consider segmenting by:<\/p>\n Segments based on behavioral traits are some of the most valuable in customer support. It can help service teams find insights about customer interaction and how these trends manifest into recurring revenue and satisfaction rates.<\/p>\n And once those things are measured, they can be improved. In other words, keeping a close eye on both sales and customer service data is necessary to get concrete details about your consumer base\u2019s behavior. An all-in-one platform<\/a> that blends sales tools with customer service and marketing features makes this process a lot easier \u2014 you get easy access to analytics data across multiple departments, along with the tools necessary to act on that data.<\/p>\n Geographical factors are relevant when location affects how customers interact with a brand or receive their products.<\/p>\n Here are popular ways to segment based on geography:<\/p>\n Gaining insights based on geography can help your organization think through logistics, support implementation, and marketing.<\/p>\n The relevance of Geographical data varies depending on the type of business you run. In my experience running a music backline rental company, geographic data is hugely relevant because I can only serve customers within a certain radius of where my gear is located.<\/p>\n However, if you run a software business or sell products online, geographical data has a different level of relevance. Regardless, knowing where your customers are is helpful in understanding more about them and their needs.<\/p>\n Once you have this data, you can profile customers based on specific types or \u201csegments.\u201d<\/p>\n Segments help you unearth trends in satisfaction, churn, and lifetime value that help you understand more about your ideal customer profiles.<\/p>\n <\/a> <\/p>\n Remember when I said earlier that truly understanding your customers is non-negotiable? You need a crystal-clear, data-backed customer profile to guide your marketing, sales, and product development efforts. With the right strategies and a bit of elbow grease, you can unlock a treasure trove of insights about your audience.<\/p>\n Here are some proven strategies to help you build a customer profile that\u2019s both accurate and actionable.<\/p>\n This is where we go beyond the basics. Sure, demographics are important, but they only tell part of the story. Psychographics delve into the \u201cwhy\u201d behind your customers\u2019 actions. What are their values, interests, lifestyles, and motivations?<\/p>\n Pro tip:<\/strong> Back when I was at Yahoo working with clients on their programmatic ad campaigns, I learned that understanding their customers\u2019 psychographics was important for crafting effective messaging. We didn\u2019t just focus on who they were targeting but also why<\/em> those audiences were likely to engage with their ads.<\/p>\n In this approach, we split up consumers into different segments based on their motivations, mindsets, and how to engage them. It\u2019s true what they say. Not all customers are cut from the same cloth.<\/p>\n Here are the four main types of consumers:<\/p>\n Pro tip:<\/strong> Identify your most valuable segments and tailor your engagement strategies accordingly. For example, paper your loyal customers with exclusive perks and personalized recommendations, while enticing discount shoppers with targeted promotions and limited-time offers.<\/p>\n This method investigates what factors influence purchasing decisions. Modern consumers are defined by many common qualities \u2014 here are two that stand out to me.<\/p>\n Pro tip:<\/strong> Use behavioral analytics and A\/B testing to validate and refine your consumer characteristics. They evolve with market trends and user expectations.<\/p>\n <\/a> <\/p>\n \n You can shorten the customer profiling process by downloading and using pre-made templates<\/a>.<\/p>\n You won\u2019t have to develop different sections for your customer profiles. Instead, you\u2019ll have them pre-written for you. The only thing you have to do is fill in the blanks.<\/p>\n We go into more detail about what you\u2019ll find in these templates later in the post. But if you can\u2019t wait, download them now and follow along as we cover the rest of the steps.<\/p>\n Featured Resource:<\/strong> Customer Profile Templates<\/a><\/strong><\/p>\n Image Source<\/a><\/em><\/p>\n Once you start creating customer profiles, you’ll need several types of software.<\/p>\n Remember, you must collect data from your current customer base to create effective and accurate profiles.<\/p>\n Let\u2018s go over the tools you\u2019ll need.<\/p>\n If you don’t have one already, you should start using a CRM to keep track of contact data. Your CRM is going to be the foundation of your customer profiling operation. Companies that use a CRM see an average ROI of $8.71<\/a> from money spent on the software.<\/p>\n A CRM allows you to collect all the essential information you need about your customers, such as their name, business name, location, business type, and more.<\/p>\n Are you looking for a great, easy-to-use, free CRM trusted by thousands and thousands of businesses? Get started with the HubSpot CRM platform for free and track contact data now.<\/a><\/p>\n The next most important piece of software you need is a survey tool that will help you collect additional data about your customers \u2014 data you won’t necessarily have stored in your CRM.<\/p>\n After choosing a survey tool, you should get familiar with running questionnaires<\/a> and designing questions that get you the answers you need.<\/p>\n I\u2019ve found that customer feedback is indispensable in discovering what customers are happy with and where they see room for improvement.<\/p>\n \u201cCustomers often know more about your products than you do. Use them as a source of inspiration and ideas for product development.\u201d\u2015 David J. Greer.<\/em><\/p>\n I like this quote from author David J. Greer because it highlights that the customer is king. Customers are the ones who use and benefit from your products, so who better to turn to for inspiration on how to satisfy their needs better?<\/p>\n Pro tip<\/strong>: HubSpot’s customer feedback software<\/a> can help you set up effective surveys, and the results will be stored right within the CRM.<\/p>\n While analytics software<\/a> may seem like something only a marketing team needs, it’s critical for your customer profiling efforts. It will help you understand the content your prospects most respond to, and it will unearth the types of customers who are visiting certain product pages on your website.<\/p>\n Jenny Sussin<\/a> at Gartner says, \u201cA good place to start is with listening projects, where customer data and analytics are used to find the voice of the customer and identify where they are satisfied and dissatisfied.\u201d<\/p>\n I\u2019m a big fan of this quote because it describes how the customer profile already exists, and you can sift through the data to uncover it.<\/p>\n Pro Tip:<\/strong> HubSpot\u2019s analytics software<\/a> keeps all of your customer interaction and engagement data in one convenient interface. And it\u2019s connected to your CRM, too.<\/p>\n You’ve got the customer profile templates and the software you need to start account profiling.<\/p>\n To define your customer profile, start by examining external demographics. Then, dive deeper into needs and look at your company’s offering.<\/p>\n Here are some external attributes you can use to define your customer profile:<\/p>\n After detailing the demographic landscape, it\u2019s time to dive deeper into gathering customer feedback. It\u2019s easy to want to rely solely on the demographic data you get from your CRM for customer profiling. However, truly knowing your customers goes beyond the data in your CRM and necessitates engaging with them directly.<\/p>\n You need to meet your customers to understand what they\u2019re like. Accordingly, customer surveys and interviews are the best resources to build your customer profiles. Through customer interviews, you can speak with customers face-to-face, which enriches real human connections and allows you to interpret non-verbal cues in real time. This type of direct interaction helps uncover valuable information that raw data simply can\u2019t show.<\/p>\n If you can\u2019t reach a specific group of customers face-to-face, consider setting up a phone or video call. While it\u2019s less engaging than an in-person interaction, it’s still an effective way of reaching your target audience.<\/p>\n If your customers are willing to schedule a call with you, you know they\u2018re loyal users and are worth the time investment. The more attention you pay to these customers, the more you\u2019ll have in the future.<\/p>\n 85% of people say they\u2019ll likely provide feedback when they\u2019ve had a good experience (SurveyMonkey<\/a>), so if you treat your customers right, they will likely help you out in return.<\/p>\n In my experience, nothing beats building relationships with customers and getting to know them in real life. In my line of work, I spend a lot of face-to-face time with customers, which is invaluable in understanding their needs and the products\/services they expect from me.<\/p>\n Consider cross-referencing data from your ticketing system with customer details for your CRM. This gives you further context on which customer segment is more likely to experience what issues \u2014 ideal for proactive customer service. A unified solution<\/a> that packs all these details in the same place helps you with just that.<\/p>\n As you begin examining your customer profile data, you should contextualize it using your customer journey map.<\/p>\n A customer journey map is a document that outlines every touchpoint a customer must pass through to achieve a goal with your company.<\/p>\n While these take time to complete, they paint a detailed picture of who’s buying your products and interacting with your brand.<\/p>\n However, you don\u2018t need to complete a customer journey map to create a customer profile. Simply considering the customer\u2019s journey will help you understand who you’re trying to reach.<\/p>\n Interacting with prospects through live chat<\/a> is also a clever tactic to grasp how they progress through the customer journey. This way, you encourage consumers who are interested in your company to engage with you directly. At the same time, you get concrete evidence regarding their pain points and what makes them see your business as a potential solution.<\/p>\n By understanding their needs, challenges, and goals, you’ll develop a stronger sense of what your customers want from your business. You can even take this one step further by interviewing customers about each stop on your map.<\/p>\n When creating HubSpot’s customer journey map, we asked users how they felt about specific points in the customer experience. Then, we charted these stories on the map to see how customer perceptions changed.<\/p>\n This gave us a good idea of what our customers liked and didn’t like about our products.<\/p>\n It\u2019s easy to get lost with such a wealth of data. If you find yourself overwhelmed, return the focus to the problem your business is trying to solve.<\/p>\n Identify the type of people who face this challenge. Take a close look at your current users and their behavior.<\/p>\n The common denominator between these approaches is people. It doesn’t matter if you only have a few customers or are well on your way to 10,000. You need to understand who your customers are and the problems they are having to solve for them best.<\/p>\n Once you’ve defined the external factors that describe your customer profile, it\u2019s time to dig deeper into contextual details.<\/p>\n For example, if I\u2019m running a SaaS company, I\u2019d want to understand the following things about my customer:<\/p>\n I could find the answers with concrete data from customer service software.<\/a> I would look into my knowledge base and customer portals to identify common questions and issues.<\/p>\n You should fully grasp your potential customers’ general makeup and goals based on these external factors and contextual details.<\/p>\n The final step is to look internally to see how you can help them based on all this information.<\/p>\n Below are some key questions to answer when completing your customer profile:<\/p>\n One significant contextual detail you should consider is where your brand falls compared to others in the industry.<\/p>\n You should know how your customers perceive your brand and which companies you’re competing with for their attention. This should give you a good idea of the type of customer you want to attract and retain.<\/p>\n Understanding your industry also helps you define your brand identity. If you’re going to stand out, you need to find a way to differentiate your product and services.<\/p>\n If you know which marketing strategies your customers already respond to, you can mirror your competitor’s successful techniques for introducing and educating customers about a new product or feature.<\/p>\n My experience has taught me that understanding my niche is vital. There are plenty of music backline rental providers on the market, many of which are larger and more established than I am. However, I differentiated myself as an individual who provides white-glove, personalized service, compared to larger providers who can\u2019t offer a personal touch.<\/p>\n Remember that you’re serving people with actual personalities, feelings, and needs.<\/p>\n Once you’ve identified the attributes for your customer profile, the next step is to identify the individuals within the company that you want to reach<\/a>.<\/p>\n This will be helpful when trying to establish a relationship with the account and understand who the decision-makers and influencers are.<\/p>\n Here are some key things to uncover about the people in your customer profile:<\/p>\n If you need a tool to help you build, visualize, and share your personas, try HubSpot’s Make My Persona<\/a> tool.<\/p>\n \u201cPersonas are often met with opposition because they’re a lot of work to assemble, and once assembled, they are living, evolving things that must be maintained. Like people, buyer personas change over time with the market, the times, the ebbs and flows of products and services.\u201d –<\/em> Justin Gray<\/a><\/em>.<\/em><\/p>\n A clearly defined customer persona is a cornerstone of business growth. The definition of your customer persona will act as a guide when informing what products or features to build, what channels to use in a marketing campaign, and much more.<\/p>\n Without it, you risk offering a product or service that doesn\u2018t meet any potential customers\u2019 specific needs. Or you end up marketing to prospects in a way that doesn’t resonate with their understanding of the problem.<\/p>\n Your goal should be to sync up your business strategy with your customer personas to incorporate everything from your features to your go-to-market approach, ensuring it aligns with your customer’s needs.<\/p>\n As you build your customer profile, gather the external factors, qualify the contextual details, and develop a deep understanding of how your business adds value to each customer type.<\/p>\n But remember: You don’t have to start from scratch. You can use templates to compile your consumer profiles.<\/p>\n<\/a><\/strong><\/p>\n
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Customer Profile Sample<\/strong><\/h3>\n
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Background & Demographics: Who Are Your People?<\/strong><\/h4>\n
The Decision-Making Process: A Deep Dive<\/strong><\/h4>\n
Product Alignment: Finding That Perfect Product Match<\/strong><\/h4>\n
Wants, Goals, and Desires: What Actually Drives Your Users?<\/strong><\/h4>\n
Behaviors & Tendencies: The Day-to-Day Reality<\/strong><\/h4>\n
Customer Profile vs. Buyer Persona<\/strong><\/h3>\n
<\/p>\n
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Why Is Customer Profiling Important?<\/strong><\/h2>\n
Customer Profiling Benefits<\/strong><\/h2>\n
<\/p>\n
It helps all departments become more efficient.<\/strong><\/h3>\n
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It lowers customer acquisition cost.<\/strong><\/h3>\n
It empowers you to serve customers better.<\/strong><\/h3>\n
It reduces customer churn.<\/strong><\/h3>\n
Customer Profile Data<\/strong><\/h2>\n
Demographic<\/strong><\/h3>\n
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Psychographic<\/strong><\/h3>\n
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Behavioral<\/strong><\/h3>\n
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Geographic<\/strong><\/h3>\n
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Customer Profiling Strategies<\/strong><\/h2>\n
<\/p>\n
1. Psychographic Segmentation<\/strong><\/h3>\n
2. Consumer Typology<\/strong><\/h3>\n
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3. Consumer Characteristics<\/strong><\/h3>\n
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1. Use customer profile templates.<\/strong><\/h3>\n
<\/a><\/p>\n
2. Choose your customer profiling software.<\/strong><\/h3>\n
CRM<\/strong><\/h4>\n
Customer Feedback Software<\/strong><\/h4>\n
Analytics Software<\/strong><\/h4>\n
3. Dig into demographics.<\/strong><\/h3>\n
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4. Collect customer feedback.<\/strong><\/h3>\n
5. Review your customer journey map.<\/strong><\/h3>\n
6. Focus on the problem that your business is trying to solve.<\/strong><\/h3>\n
7. Examine contextual details.<\/strong><\/h3>\n
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8. Understand your industry.<\/strong><\/h3>\n
9. Build personas.<\/strong><\/h3>\n
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10. Analyze and iterate on customer personas.<\/strong><\/h3>\n