Many businesses use a customer profile sheet to identify each potential customer. This sheet includes information about your customers, such as their names, contact details, designs, favorite colors, and more.
What is a customer profile sheet?
A customer profile sheet is a professionally used document representing an ideal customer’s choices. The purpose of making a customer profile sheet is to design products most suited to the customers’ likes and preferences.
This will help a business increase its sales and revenue. Preparing a customer profile sheet enables a company to market its products more professionally and effectively.
Sample Preview
How to create a customer profile?
The customer profile sheet contains a series of questions that you must answer to create a complete profile of your clients and customers. The profile represents generalized customers. It does not represent every customer, but it covers the majority of them.
You can create two profiles if you find two common categories in which you can divide most of your customers. The upcoming customers can then be assigned any of these two profiles.
A business owner must do two basic research types to make a customer profile. These researches are of two types, which are:
Demographic research:
In this type of research, the physical characteristics of the customers, such as age, gender, occupation, and other details, are considered. Demographic research is based on visualizing every customer interacting with your business.
Psychographic research:
This type of research includes the customer’s moral values, likes, dislikes, preferences, hobbies, and other intangible details.
The best way to conduct both types of research is to involve yourself in discussions with your customers. You should also ask them about their neighbours and other family members. After the discussion, add their details to the sheet.
The results obtained from psychographic research are considered more practical for a business. You should consider the data obtained from psychographic research to market your products based on your customers’ choices.
Document: MS Excel [.xlsx]
File Size: 38 KB
Customer profile sheet templates:
If you are one of those people who has not created the profile yet, you should download the template. The template is available in MS Word format.
All you have to do is answer the questions being asked in the template. You should always keep the backup of the data you are providing in the sheet so that you can protect it
Remember that creating a profile for your customers using a template is not because you want to have a fabulous profile.
The purpose is to evaluate the sales and profit you can make if you tailor your business to your customers’ needs and desires.
Document: MS Word [.docx]
File Size: 38 KB
Document: MS Word [.docx]
File Size: 38 KB
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