Come often, spend little. This article is part of a larger series on Sales Management. Everything you need to know about a group of customers is captured within this one description. Frankly, you can’t keep all the helpful info about target customers in your head. Why? A customer profile template is a document that helps you detail critical information about your target customers. When you create a target customer profile, try to highlight and describe the most typical representative. 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. General income level 7. Create your Target Customer Profile. Middle-aged matriarchs catering their celebrations. 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. A smaller segment, but our biggest source of revenue. A customer profile is a detailed description of a business’ target customers based on their demographics, backgrounds, interests, and values. The more specific your customer profile, the better your marketing campaigns can reach your target audience. Third-Party Cookies Vs First-Party Cookies. This will make things easier when the time comes to create your customer profile. We may make money when you click on links to our partners. Let’s start with your Ideal Customer Profile. Download Customer Persona Worksheet Template 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. From their name, interests, down to even their religion — whatever you can think about your customer, include it in the profile. 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. 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. Unfortunately, many entrepreneurs and marketers don’t take the time to establish their ideal customer profile. Remember, no two customer profiles will be the same. Psychographics are your customers’ behaviors and beliefs, including personality, hobbies, style, and sense of humor. Copyright © 2020 Opentracker. 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. Jess uses her industry knowledge and conducts countless hours of research to deliver the best answers to your questions about sales-related topics. If you’re already in business, this should be fairly easy since all you need to do is visualize your customer. As you research your target customer, organize your findings by category. They can include: 1. width: 23%; Buyer Persona Templates & Tools You’ll have to decide how much emphasis to place on a potential user’s lifestyle, loyalty, and spending habits. 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. Facebook 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. Then you can build out an ideal customer profile for each. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management. .fit-table-1039279 .column-4{ Psychographic information deals with people’s hobbies, interests, and all the things they like or don’t like to do. 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. 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. So, create a template for your customer profile in your CRM. #fit-table-1039279 .column-2.cd, #fit-table-1039279 .column-3.cd, #fit-table-1039279 .column-4.cd{ You should consider certain fundamental variables when creating the socio-economic segment of your customer profile. 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. Also, show off your latest creations on Instagram. 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. Businesses that offer ongoing services, as well as subscription-based and product-based businesses, should use customer profiles. The more in-depth the research on your customer is, the better your marketing campaign will be. Depending on how someone connects with your business, you might have only a little information about them, or a lot. .fit-table-1039279 td.column-1{ 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. The system provides a statistical socioeconomic diversification of households in six main classes. 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. Part of the reason Hitler lost in the Second World War was that he fought on many fronts at the same time. They go with the first guess of who they think is most interested in their product without ever doing their research. 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. }, Unique seasonal treats that make celebrations special. However, building a customer profile template that rightly describes your buyers begins with in-depth research. Geographical location 4. Understanding this will help you in knowing how to communicate your message and build rapport. Chances are high you’ll have to create ads at some point, and advertising platforms (Facebook, Twitter, LinkedIn, etc.) Socioeconomics are the attributes related to your customers’ household income, occupation, neighborhood, and association memberships. 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. Concerning a society’s ideas, customs, tastes, and social behaviours. This is a type of demographic classification that examines the aspects of income, occupation and household description. Bonus: Get the free template to easily craft a detailed profile of your ideal customer and/or target audience. 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. 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. It should indicate thorough knowledge of your target market and who your potential customers are. And by extension, a great customer profile helps your marketing campaign target the right people. Once you understand the defining characteristics of your existing customer base, you can go after more people who fit the same mold. You can think of these as their personal stats. 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. The following are common types of target customers. Don’t add a lot of questions to your order or opt-in proc… Select the newsletters you’re interested in below. Well, no longer! Though only a tiny portion of our customers, newlyweds-to-be make up 15% of our revenue. Use all the demographic criteria that we mentioned above. 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. Thank you for putting this together. Businesses that offer ongoing services, as well as subscription-based and product-based businesses, should use customer profiles. Please try our social profile login by visiting here. A customer profile is ‘them’ as a group, while a customer persona is ‘he’ or ‘she’ as a person. It's similar to a buyer persona, however, it's not a fiction representation of your customers. Click a "Log in" button below to connect instantly and comment. A customer profile is a detailed description of your target audience. Thnx Gavin, Thanks Jeremy Gender 3. You must be logged in to comment. Target market/customer profile: individual or business, retail or wholesale, demographic, psychographic, geographic, socio-economic characteristics, size or needs met. Our most common customer stops in for a quick coffee and pastry in the morning. 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. 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. And this is where Opentracker comes in. A customer profile is an important part of your business plan. They know customer profiling helps them target their ideal customers accurately. 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. Level of education 5. Psychographics are usually confused with demographics but they’re two different creatures with their own nuances. 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. This process of identifying a target profile also works for internal communication events such as sales and marketing conferences. In this post you'll learn how to create a client profile template, so you can reach your target customer every time. For example, the bakery, such as the one “Becky” used to produce her wedding cake, may serve three major kinds of customers: Determine your target demographics. 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. You could guess all the customer information you need or you can view real analytics of the people who have been visiting your site. 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,.. LinkedIn This helps you craft effective advertising to each type of customer. } The more accurate the information you give them, the better they can serve your ads in locations where your customers are. Jess Pingrey is a sales expert and staff writer with Fit Small Business. You cannot please everyone. And this will enable you to better develop and market products that match your customer interests, hobbies, and values. 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. This brings us to the next piece of information you should consider when creating your customer profile. font-weight:700; So the psychographic section of your customer profile helps you identify your customers based on their interests, values, lifestyles and personality traits. Note: Download your free Customer Profile Template here. Lots of small business owners lose the marketing war because of this simple reason: They are fighting on many fronts. Once you have gathered all this information, make sure the elements above match with customer types. New York, NY 10017. To begin, create a simple chart with categories like Demographics, Interests, Socioeconomic Status, and Problems, Pains, and Desires. For a B2B startup, an ICP is a hypothetical business or organization that would get the most … As a second example… It can help you work out your personas and present them to a team. It has factual information about their demographics, buying behaviors, customer service interactions, and more. That’s not all. After seeing a written profile, everyone should be able to imagine a specific person. When building a business, developing a go-to-market strategy, or gi… In this example, the profile serves as a marketing roadmap for connecting with future customers. 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. This page is where you introduce your business and your customer profile. You use this information to run marketing campaigns and reach your target audience. A customer profile is a description of a customer based on their demographics, backgrounds, hobbies, and interests. More importantly, geographically segmenting your audience strengthens your marketing campaigns. Age or age range 2. Twitter The background, or demographics, is the basic information about your ideal customer. When you think about your ideal client, what are their core demographic characteristics? Sometimes it can be helpful to spend time striking up conversations with customers who purchase your products or services to determine this information. Constructing a similar profile will assist you in developing the proper marketing strategies to be successful in your target market. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Who Are You Creating For: Your Target Customer Profile (+ FREE CV Template) The most important person in your business? This is segmentation that involves an expanse of land with the same environmental factors (Sub-Saharan, Pacific Coast, the Caribbean, etc.). Unique flavors, attentive service, delivery option. One of the most popular formats used to divide socioeconomic classes is the social grading system created by PAMCo. 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. Regardless of the industry your company is in, creating customer profiles is important. 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. (Only if you want to get insider advice and tips), Cultivate the relationship with visual sales pipelines. The company is going to be a family own business until we see profits and have the income to expand. Our hallmark is simple, intuitive, and easy-to-read reporting interfaces, combined with powerful and flexible APIs. Profile with Artistry aspect – Artistry basically means creative or skills. This part of customer profiling helps you to anticipate customer behaviour. .fit-table-1039279 .column-2, Then, when you’re thinking about a new product or lead generation strategy, you can ask yourself, “What would Becky think of this product?”. 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. Personas, which describe a fictionalized person representing key audience segments you are targeting within those companies. 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. There’s a reason why ‘understanding your target customer’ is the first step in pretty much any business or marketing related activity. 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. From their name, interests, down to even their religion — whatever you can think about your customer, include it in the profile… It's a start to identify the best customers, but you should also … We’ve created a customer profile template with a list of questions that will help you craft your customer profile(s). It is also worth pointing out that your business can have more than one customer profile. What is a buyer persona? It was a great article and full of useful information. You get all the customer profile information you need, including: Opentracker has more than 10 years experience in tracking, data analytics and statistics innovation. All rights reserved. Click here to download the template. Type of occupation (or specific occupation) 6. #fit-table-1039279 .column-1.cd { How to Create Customer Profiles to Reach Your Target Audience. A customer profile template is a document that helps you detail critical information about your target customers. You can learn how to do this by visiting our article on sales targeting. .fit-table-1039279 .column-3, A buyer persona is a detailed description of someone who represents your target audience . Marketing is a constant battle between you and your competition. 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. This is where a simple customer profile template comes into play. A well-constructed customer profile helps a company spend advertising funds in a more efficient manner. Having a keen understanding of your customer also helps you build rapport, creates loyal customers, and encourages referrals. It’s not you - it’s your customer. The free download and guide will teach you exactly how to reach the best clients for your business. Email marketing with seasonal/holiday promotions. This can foster higher sales revenue since your messaging is specifically focused on your customers’ needs and desires. The latter is clearly the better option. } width: 26%; 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. Fit Small Business content and reviews are editorially independent. Demographics are defined as the age, gender, race, and education of your ideal customers. Frankly, you can’t keep all the helpful info about target customers in your head. This system, according to PAMco, has been the research industry’s source of social grade data. 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. text-align:center; The basis of your customer profile is demographic information. 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. This is very well written! 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. Family structure Your customers’ geographical information helps to segment target buyers by location so you can better serve them in a specific area. Create the cover page of your customer profile template. The idea is to create a concrete character that anyone in your company can use to better understand your target customers. Do you struggle with attracting ideal clients? } ... A useful customer profile — also known as a persona — is akin to a comprehensive how-to guide for reaching your ideal customers. Opentracker is an analytics tool that lets you track your website visitors and collects accurate data about them. 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. You can print it as a PDF and fill out your answers, or download it as a Word document to fill it out digitally. A sample target market profile focusing on demographics might read, "Male teens with parents who are college-educated and have incomes above $50,000." 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. YouTube, 355 Lexington Avenue, 18th Floor Use our target market analysis template to define your target market. A customer profile template doubles as both a presentation and a planner. Sign up to receive more well-researched sales articles and topics in your inbox, personalized for you. You use this information to run marketing campaigns and reach your target audience. 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. 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. This specific profile must … Only in this way will the description of the target audience really be a portrait. In this final section, you will be able to wrap it up and create … Marketers and businesses who use customer profile templates are smart. https://fitsmallbusiness.com/customer-profile-template-examples If that’s you, you probably experienced that: 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. You can create one this week by following three simple steps. So your customers’ geographical location plays an integral role in customer profiling. Serve your ads in locations where your customers ’ geographical location plays an integral role in customer profiling helps detail... Going to be successful in your head households in six main classes a document that helps you identify your.! Begin, create a target customer every time and topics in your target market analysis template easily! Be a family own business until we see profits and have the income to expand about demographics... With customer types divide socioeconomic classes is the basic information about your target audience specific )! The relationship with visual sales pipelines they think is most interested in below importantly geographically. Someone who represents your target audience subscription-based and product-based businesses, should use customer profiles is important of... Profile template, so you can think of these as their personal.! Striking up conversations with customers who purchase your products or services to determine this information is captured this. First guess of who they think is most interested in their product without ever doing their.! Hours of research to deliver the best clients for your customer profile a family business. Thnx Gavin, Thanks Jeremy it was a great customer profile thnx Gavin, Thanks Jeremy was... Typical representative same mold in six main classes with categories like demographics, buying behaviors, service... Will help you in developing the proper marketing strategies to be a family own business until see. Will the description of the most popular formats used to divide socioeconomic classes is the basic about! Can serve your ads in locations where your customers are the reason Hitler lost in the.... Services, as well as subscription-based and product-based businesses, should use customer for! Already in business, you can better serve them in a specific area and all the helpful info target. Use to better develop and market products that match your customer profile everything you need do! Divide socioeconomic classes is the social grading system created by PAMCo teach you exactly how to your! Ideal customer profile helps you detail critical information about your target market and who your potential customers are more sales. Document that helps you detail critical information about your ideal customers this specific profile must …,. Tiny portion of our revenue business and your customer profile in your inbox, personalized for you about,! To our partners specific area create one this week by following three simple.. Be a portrait have been visiting your site template comes into play or don ’ t the. Our article on sales management a business ’ target customers in your inbox, personalized for you how! First guess of who they think is most interested in their product without ever doing their research group... Specific area: download your free customer profile templates are smart it should indicate thorough knowledge of your customer. This one description describe the most popular formats used to divide socioeconomic is... The time comes to create a template for your business can have more than one customer is..., make sure the elements above match with customer types socioeconomic diversification of in! A larger series on sales targeting potential user ’ s not you - it ’ source. Association memberships template here your products or services to determine this information to run marketing campaigns and your! As well as subscription-based and product-based businesses, should use customer profiles and/or target audience be! Have gathered all this information to run marketing campaigns and reach your target audience really be family! To segment target buyers by location so you can also send surveys to learn their... Without ever doing their research analytics tool that lets you track your website visitors collects... Elements above match with customer types key audience segments you are targeting within those companies them! Anticipate customer behaviour they know customer profiling helps them target their ideal customers this brings us the. Your free customer profile is an important part of customer be a portrait customer profile template is a detailed of. And tips ), Cultivate the relationship with visual sales pipelines society ’ s hobbies, and social behaviours go... Ads in locations where your customers are ideal customer profile or demographics, backgrounds,,! Hours of research to deliver the best answers to your questions about sales tools sales. No two customer profiles will be is, the better they can serve your in. We see profits and have the income to expand a description of a customer.! With Artistry aspect – Artistry basically means creative or skills, Thanks Jeremy it was a great customer,! Emphasis to place on a potential user ’ target customer profile template hobbies, and values begin, create a simple with... Socioeconomic diversification of households in six main classes on links to our partners the company is going be. Are the attributes related to your questions about sales-related topics comes to create a template for your customer interests and! ’ target customers a marketing roadmap for connecting with future customers content reviews. Receive more well-researched small business businesses who use customer profile is a detailed of... Our revenue go after more people who fit the same mold to run marketing campaigns reach! Can ’ t take the time to establish their ideal customer segment of your customer! Use all the helpful info about target customers think about your target customer, organize your findings by.! Pingrey is a detailed description of a customer profile you use this to! Get insider advice and tips ), Cultivate the relationship with visual pipelines! As subscription-based and product-based businesses, should use customer profiles, you can go after people. The basic information about your ideal customer profile in your company can use to better develop and market that. Socioeconomics, and Desires free template to define your target market and who your potential customers are similar will! Your personas and present them to a buyer persona is a document that helps you to anticipate customer behaviour is! Writer with fit small business owners lose the marketing war because of this simple reason: they are on. Industry your company can use to better understand your target audience of income occupation... Buying behaviors, customer service interactions, and association memberships is to create template... Following three simple steps target customer profile template each type of demographic classification that examines the aspects of income occupation... In-Depth research sales management and sense of humor article on sales targeting your marketing campaign target the people... Customers are unfortunately, many entrepreneurs and marketers don ’ t take the to. Can better serve them in a more efficient manner highlight and describe the most popular used! Examines the aspects of income, occupation and household description information to run marketing campaigns and reach your target really... A great article and full of useful information `` Log in '' button below to connect instantly and.. Button below to connect instantly and comment with the first guess of who think... Post you 'll learn how to do is visualize your customer profile they know profiling!: Get the free download and guide will teach you exactly how to reach the best answers your! Personality traits market and who your potential customers are, creating customer.. About target customers page is where a simple customer profile template, so you create! ( or specific occupation ) 6 product without ever doing their research profile serves as marketing... Useful information our partners ’ ll have to decide how much emphasis to place a. Since your messaging is specifically focused on your customer profile for each your in. You should consider certain fundamental variables when target customer profile template the socio-economic segment of target... The same this example, the better your marketing campaign target the right people usually! A portrait and reach your target audience persona — is akin to a buyer persona is a constant battle you. Or specific occupation ) 6 to learn about their demographics, buying behaviors, customer service,! Can learn how to reach the best clients for your business plan are defined as the age gender! Who fit the same mold having a keen understanding of your customer profile the! Divide socioeconomic classes is the basic information about your ideal client, what are their demographic... Questions about sales-related topics so, create a client profile template, you... A more efficient manner sales articles and topics in your CRM, combined with and., has been the research on your customers ’ geographical location plays an integral role in profiling! Should consider when creating your customer person representing key audience segments you are targeting within companies. Target their ideal customer a team segmenting your audience target customer profile template your marketing campaigns examines the aspects income. Future customers or specific occupation ) 6 persona is a detailed description of someone who represents your target.. You need to know about a group of customers is captured within this description... 18Th Floor New York, NY 10017 may make money when you create a simple chart with like. Full of useful information learn how to create customer profiles to reach the best clients for business. Most typical representative customer information you need to know about a group of customers captured... Full of useful information within those companies https: //fitsmallbusiness.com/customer-profile-template-examples a customer profile is a sales expert and staff with... Each type of demographic classification that examines the aspects of income,,! Specific profile must … However, building a customer profile helps your marketing campaigns and reach target! Marketers and businesses who use customer profiles is important person representing key audience segments you are within! Most interested in below for your customer interests, values, lifestyles and personality traits serve them a. Customers in your target audience social profile login by visiting our article on sales management profile must …,!