How to Create a Customer Profile (+ Free Template)

Cody Cromwell
Written by
Last update:

Consider Demographics

Demographics are one of the keys to creating a successful customer profile. They reveal information about the type of customer and their buying trends. For example, if you know customers’ ages, you could add an age filter to your search, helping you narrow in on the demographics you’re seeking to attract.

A customer profile is a tool that you can create to help you manage and improve your customer experience. It lets you know everything you need to know about a customer. It can include all the things you know about the customer such as important information such as purchase history, payment methods and shipping preferences.

It can also include the things the customer has told you about themselves such as their hobbies, socioeconomic status (or wealth), and other information relating to their personality.

A customer profile might include information such as:

  • Occupation
  • Personal and professional interests
  • Age and gender
  • Interests in local and African wildlife
  • Purchase history
  • If they have a website or blog
  • Location preferences
  • If they have sold on eBay or other sites
  • Other information you’ve learned about them

Pay Attention to Socioeconomics

The internet has created a thriving platform for businesses to locate customers who fit into a specific buying demographic. With online business becoming more and more popular, business owners are discovering that they can continue doing business with the same individuals who have been purchasing products and services from them in the brick and mortar shop.

This concept of the customer profile has been applied to many different types of businesses from fashion to car dealerships. As the old saying goes, customers are everything. The idea is that customers spend their money on purchases, and that money could just be transferred into your bank account via the database and profile system.

In this post, we will teach you how to create a customer profile template online. We will also share with you some other tips to consider. When you have this template and system in place, you can start gathering your customer profile information. You’ll be able to prospect for new opportunities and easily engage your current customers in a greater way.

Ask for Psychographics

When talking to potential customers, it’s important to know what motivates them.

Psychographics are characteristics that may not be stated outright, but instead, may be inferred through one’s behavior. If you understand one’s psychographics, you’ll be able to come up with a custom customer profile to present them with.

Psychographics are characteristics that may not be stated outright, but instead, may be inferred through one’s behavior. If you understand one’s psychographics, you’ll be able to come up with a custom customer profile to present them with.

To help you understand them better, we’ve provided a list of the most common types of psychographics:

  • Aspirational
  • Belong
  • Conformist/Rational
  • Golem
  • Histrionic
  • Power
  • Social
  • Sports
  • Stoic

Example Customer Profile

You need to create a customer profile for your website. Where do you start? How do you create a customer profile that is complete and detailed but still allows visitors to quickly share important information or provide ratings?

After reading these customer profile ideas, you’ll be able to design a customer profile quick and without much effort.

An important first step to understand what a customer profile is, and by association what a customer profile template is. Are you glad to know what a customer profile is? Would you prefer it if it were called a customer feed? We’re glad if you’re still with us and feeling a bit confused about where we’re going with this. Let’s focus on creating customer profiles and not get lost in a debate over the name.

A customer profile lists the key information you need to communicate with your customers. More importantly, it provides a clean layout that allows customers to quickly and easily share their feedback or leave a rating. On the other hand, a scroll-heavy form-based layout is more suitable for the page where it’s used the most: the order form.

Customer Profile Benefits

Bottom Line

This is a Detailed version of the beginning part of the article How to Create Personal Outreach Profiles that you can Read and Download for FREE.

Largely, every business has the same goal: to find new prospects and retain them as potential customers… and for that, much could be said.

If you manage a business, you need to make it easy for prospects to know your company… and you yourself need to understand customer expectations.

Surveys show that customer expectations are getting higher… and they are indeed higher than we can accommodate as an industry.

But, if you keep improving customer service and finding new ways to delight your customers… you’ll be successful in providing them what they have come to expect. This is what we do at SMTP and why we are determined to make e-mail marketing a better way of reaching your prospects and turn you into a new-age marketer.

Here’s a great example of how we work with our clients to make marketing work for them.