So the psychographic section of your customer profile helps you identify your customers based on their interests, values, lifestyles and personality traits. A smaller segment, but our biggest source of revenue. Bonus: Get the free template to easily craft a detailed profile of your ideal customer and/or target audience. To begin, create a simple chart with categories like Demographics, Interests, Socioeconomic Status, and Problems, Pains, and Desires. 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. .fit-table-1039279 .column-2, Demographics are defined as the age, gender, race, and education of your ideal customers. They help bolster your marketing efforts by determining the best messaging, offers, products, and services to deliver to attract your ideal client. Understanding this will help you in knowing how to communicate your message and build rapport. #fit-table-1039279 .column-1.cd { Personas, which describe a fictionalized person representing key audience segments you are targeting within those companies. 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. You can print it as a PDF and fill out your answers, or download it as a Word document to fill it out digitally. 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. } This can foster higher sales revenue since your messaging is specifically focused on your customers’ needs and desires. As a second example… Sometimes it can be helpful to spend time striking up conversations with customers who purchase your products or services to determine this information. Jess uses her industry knowledge and conducts countless hours of research to deliver the best answers to your questions about sales-related topics. 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 is a detailed description of your target audience. That’s not all. Thnx Gavin, Thanks Jeremy You can think of these as their personal stats. 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. Your customers’ geographical information helps to segment target buyers by location so you can better serve them in a specific area. They go with the first guess of who they think is most interested in their product without ever doing their research. This process of identifying a target profile also works for internal communication events such as sales and marketing conferences. Target market/customer profile: individual or business, retail or wholesale, demographic, psychographic, geographic, socio-economic characteristics, size or needs met. Come often, spend little. You cannot please everyone. 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. When you create a target customer profile, try to highlight and describe the most typical representative. Do you struggle with attracting ideal clients? And this will enable you to better develop and market products that match your customer interests, hobbies, and values. You can create one this week by following three simple steps. As you research your target customer, organize your findings by category. Use our target market analysis template to define your target market. Create your Target Customer Profile. Email marketing with seasonal/holiday promotions. You must be logged in to comment. 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. 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. Geographical location 4. 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. If that’s you, you probably experienced that: 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. 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. This brings us to the next piece of information you should consider when creating your customer profile. You could guess all the customer information you need or you can view real analytics of the people who have been visiting your site. 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's similar to a buyer persona, however, it's not a fiction representation of your customers. 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 background, or demographics, is the basic information about your ideal customer. This article is part of a larger series on Sales Management. You get all the customer profile information you need, including: Opentracker has more than 10 years experience in tracking, data analytics and statistics innovation. ... A useful customer profile — also known as a persona — is akin to a comprehensive how-to guide for reaching your ideal customers. The latter is clearly the better option. Businesses that offer ongoing services, as well as subscription-based and product-based businesses, should use customer profiles. The system provides a statistical socioeconomic diversification of households in six main classes. This part of customer profiling helps you to anticipate customer behaviour. Click here to download the template. 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. 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. https://fitsmallbusiness.com/customer-profile-template-examples The company is going to be a family own business until we see profits and have the income to expand. However, building a customer profile template that rightly describes your buyers begins with in-depth research. Why? Middle-aged matriarchs catering their celebrations. How to Create Customer Profiles to Reach Your Target Audience. It should indicate thorough knowledge of your target market and who your potential customers are. The more in-depth the research on your customer is, the better your marketing campaign will be. General income level 7. Once you understand the defining characteristics of your existing customer base, you can go after more people who fit the same mold. LinkedIn Use all the demographic criteria that we mentioned above. Jess Pingrey is a sales expert and staff writer with Fit Small Business. 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. Part of the reason Hitler lost in the Second World War was that he fought on many fronts at the same time. 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. The following are common types of target customers. Facebook 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. Then, when you’re thinking about a new product or lead generation strategy, you can ask yourself, “What would Becky think of this product?”. } We’ve created a customer profile template with a list of questions that will help you craft your customer profile(s). Third-Party Cookies Vs First-Party Cookies. And this is where Opentracker comes in. Regardless of the industry your company is in, creating customer profiles is important. This is very well written! Frankly, you can’t keep all the helpful info about target customers in your head. And by extension, a great customer profile helps your marketing campaign target the right people. Copyright © 2020 Opentracker. 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. 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. 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. It can help you work out your personas and present them to a team. Only in this way will the description of the target audience really be a portrait. A customer profile template doubles as both a presentation and a planner. This is segmentation that involves an expanse of land with the same environmental factors (Sub-Saharan, Pacific Coast, the Caribbean, etc.). This helps you craft effective advertising to each type of customer. Level of education 5. A customer profile template is a document that helps you detail critical information about your target customers. 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. All rights reserved. Marketing is a constant battle between you and your competition. Unfortunately, many entrepreneurs and marketers don’t take the time to establish their ideal customer profile. In this example, the profile serves as a marketing roadmap for connecting with future customers. font-weight:700; From their name, interests, down to even their religion — whatever you can think about your customer, include it in the profile. text-align:center; It is also worth pointing out that your business can have more than one customer profile. Please try our social profile login by visiting here. Create the cover page of your customer profile template. When you think about your ideal client, what are their core demographic characteristics? You’ll have to decide how much emphasis to place on a potential user’s lifestyle, loyalty, and spending habits. 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 more specific your customer profile, the better your marketing campaigns can reach your target audience. Gender 3. You use this information to run marketing campaigns and reach your target audience. They know customer profiling helps them target their ideal customers accurately. width: 23%; The basis of your customer profile is demographic information. Then you can build out an ideal customer profile for each. When building a business, developing a go-to-market strategy, or gi… Sign up to receive more well-researched sales articles and topics in your inbox, personalized for you. More importantly, geographically segmenting your audience strengthens your marketing campaigns. Our most common customer stops in for a quick coffee and pastry in the morning. A customer profile is ‘them’ as a group, while a customer persona is ‘he’ or ‘she’ as a person. The idea is to create a concrete character that anyone in your company can use to better understand your target customers. Type of occupation (or specific occupation) 6. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management. A well-constructed customer profile helps a company spend advertising funds in a more efficient manner. YouTube, 355 Lexington Avenue, 18th Floor Frankly, you can’t keep all the helpful info about target customers in your head. Depending on how someone connects with your business, you might have only a little information about them, or a lot. You use this information to run marketing campaigns and reach your target audience. Unique flavors, attentive service, delivery option. This page is where you introduce your business and 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. You can also send surveys to learn about their demographics, socioeconomics, and psychographics. Opentracker is an analytics tool that lets you track your website visitors and collects accurate data about them. 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 customer profile is a detailed description of a business’ target customers based on their demographics, backgrounds, interests, and values. You can learn how to do this by visiting our article on sales targeting. Our hallmark is simple, intuitive, and easy-to-read reporting interfaces, combined with powerful and flexible APIs. 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. We may make money when you click on links to our partners. width: 26%; They can include: 1. Thank you for putting this together. #fit-table-1039279 .column-2.cd, #fit-table-1039279 .column-3.cd, #fit-table-1039279 .column-4.cd{ Marketers and businesses who use customer profile templates are smart. There’s a reason why ‘understanding your target customer’ is the first step in pretty much any business or marketing related activity. What is a buyer persona? 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. Remember, no two customer profiles will be the same. For a B2B startup, an ICP is a hypothetical business or organization that would get the most … A customer profile is a description of a customer based on their demographics, backgrounds, hobbies, and interests. 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. A customer profile template is a document that helps you detail critical information about your target customers. New York, NY 10017. Though only a tiny portion of our customers, newlyweds-to-be make up 15% of our revenue. Click a "Log in" button below to connect instantly and comment. This system, according to PAMco, has been the research industry’s source of social grade data. Twitter Businesses that offer ongoing services, as well as subscription-based and product-based businesses, should use customer profiles. Profile with Artistry aspect – Artistry basically means creative or skills. So, create a template for your customer profile in your CRM. After seeing a written profile, everyone should be able to imagine a specific person. A buyer persona is a detailed description of someone who represents your target audience . Also, show off your latest creations on Instagram. .fit-table-1039279 .column-3, Age or age range 2. Socioeconomics are the attributes related to your customers’ household income, occupation, neighborhood, and association memberships. One of the most popular formats used to divide socioeconomic classes is the social grading system created by PAMCo. The free download and guide will teach you exactly how to reach the best clients for your business. Family structure 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. Thnx Gavin, Thanks Jeremy it was a great article and full of useful information that rightly describes your begins... Quick coffee and pastry in the Second World war was that he fought on fronts... Proper marketing strategies to be a portrait formats used to divide socioeconomic classes the! Different creatures with their own nuances important part of the reason Hitler lost in the Second World war was he. 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