Generating customer profiles is vital if you want to be able to serve your customers well and meet their needs. It’s easy to see why this is the case: In order to properly market to, sell to, and offer support to customers, you need to understand them and get to know them.

If you want to be successful intargeting your audience, create a customer profile and develop a system to regularly review and update it.

A customer profile is a description of a customer based on data about them. It can include information about their age, gender, occupation, income, location, interests, and much more. Building a customer profile can help you better understand your target market and how to reach them.

It can also help you develop more effective marketing campaigns and sales strategies. With a better understanding of your target market, you can better customize your marketing campaigns to appeal to them. You can also create more targeted sales strategies that are more likely to result in conversions.

Customer Profile

A more detailed customer profile can help your company create features that are more likely to have an impact, find and attract people who are more likely to buy your product, develop a stronger relationship with your customers, and put you on a better path to market dominance.

1. Use Customer Profile Templates

You can make the customer profiling process quicker by downloading and using templates that are already made. This way, you won’t have to spend time creating different sections for your customer profiles because they will already be written out for you.

The only thing you have to do is fill in the blanks of the templates provided later in this post.

2. Choose Your Customer Profiling Software

The software you’ll need to effectively create customer profiles can be separated into several categories. To begin, you’ll need a way to collect data from your current customer base.

This data will be used to create accurate profiles. Additionally, you may need software to help segment your customers and create targeted marketing messages. Finally, you’ll need tools to track and measure the effectiveness of your customer profiles.


A CRM (customer relationship management) system is a software program businesses use to track and manage customer data. A CRM will give you basic information about your customers, such as their name, business name, location, business type, and more.

This information is essential for creating a customer profile.

Customer Feedback Software

The next most important software you need is a survey tool that will help you collect additional data about your customers that is not necessarily stored in your CRM.

Once you have selected a survey tool, you should become comfortable with administering surveys and creating questions that will elicit the information you require.

Analytics Software

Profiling your customers is critical, and analytics software can help you do that.

This will help you understand what kind of content your potential customers are most interested in, as well as which types of customers are visiting specific product pages on your website.

3. Dig Into Demographics

It’s best to start by examining external demographics to define your customer profile, then dive deeper into needs, and finally look at your company’s offering.

Here are some external attributes you can use to define your customer profile:

  • What market does your product best serve? (e.g. Software for Healthcare)
  • What specific vertical do they operate in? (e.g. Patient Management System for Health Systems)
  • What is their annual revenue? (e.g. +$10mm)
  • How many employees do they have? (e.g. 150 employees or more)
  • Where are these companies located? (e.g. located in the United States)

4. Collect Customer Feedback

You can get to know your customers better by spending time with them instead of just relying on the basic demographic data from your CRM.

In order to understand your customers, you need to meet with them and get to know them. This can be done through customer surveys and interviews, which will give you a clear picture of who they are.

Customers can be interviewed face-to-face which can allow the team to read their reactions to questions in real time. This also allows for the development of human relationships with customers.

If you’re struggling to connect with a certain group of people, try communicating with them over the phone or through video call. It’s not as personal as meeting in person, but it’s a lot better than not being able to reach them at all.

If your customers are willing to schedule a call with you, it means they’re loyal users and are worth the time investment. The more attention you pay to these customers, the more you’ll have in the future.

5. Review Your Customer Journey Map

A customer journey map tracks every point of contact a customer has with your company in order to achieve a specific goal. These maps can be time-consuming to create, but they offer a clear view of who is buying your products and how they are interacting with your brand.

You can understand who your customer is without creating a customer journey map. Just thinking about the customer’s journey will help you understand who you’re trying to reach.

You can make your customer journey map even more valuable by interviewing customers about each stop. When HubSpot created its customer journey map, we asked users how they felt about specific points in the customer experience.

Then, we created a map that showed these stories in relation to the customer’s journey so we could see how customer perception changed throughout the journey.

6. Focus on the Problem that Your Business is Trying to Solve

There is a lot of data available, so it can be easy to feel overwhelmed and not know what to do with it all. If you feel like this, try to remember the problem that your business is trying to solve and focus on that.

The thing that all of these approaches have in common is people. It doesn’t matter if you only have a few customers or a lot of customers. You need to understand who your customers are (or will be), how they’re using your product or service, and why they’re using it.

7. Examine Contextual Details

Once you’ve defined the external factors that describe your customer profile, it’s critical to dig deeper into the contextual details. For example, if I’m running a SaaS company, I’d want to understand the following things about my customer:

  • How big is their team?
  • What are the biggest challenges they face?
  • What technology are they using?
  • What are their goals for the next three months?
  • What are their goals for the year?
  • How do they assess problems?
  • What does a perfect world look like for them?
  • What impact does the specific problem have on their team?
  • How are they trying to solve the problem today?

The final step to complete your customer profile is to look internally to see how you can help them based on all of this information. Below are some key questions to answer when completing your customer profile:

  • What value can you provide these customers? (Save them money or time, grow revenue, etc.)
  • Can you solve their key pain points?
  • What are the features that differentiate you from competitors or a homegrown process?
  • How does your solution fit into their short- and long-term goals?

8. Understand Your Industry

You should take into account how your brand is perceived by customers and where it stands in comparison to other companies in your industry. It’s important to know who your competitors are and what they’re doing to win over your target audience.

This text explains the type of customers a business wants to attract and keep.

Your industry knowledge can help you create a brand identity that makes you stand out from the competition. If you want to be successful, you need to find a way to make your product and services different from everyone else’s.

You can use the same marketing strategies as your competitors if you know that your customers will respond to them. This is a good way to introduce and educate customers about a new product or feature.

9. Build Personas

After you identify the attributes for your customer profile, you need to figure out which individuals within the company you want to reach.

This will be helpful when trying to establish a relationship with the account, as well as understand who the decision makers and influencers are. Here are some key things to uncover about the people in your customer profile:

  • Title(s)
  • Age range
  • Education level
  • Income level
  • How will they use your product/service?
  • On what marketing channels can you reach them?
  • What are the key responsibilities for their role?
  • What role do they play in the decision-making process?

10. Analyze and Iterate on Customer Personas

A customer profile is an important tool for growing your business. This definition will help you determine what products or features to build, what channels to use in a marketing campaign, and much more.

If you don’t have a clear understanding of what your potential customers want, you might end up offering a product or service that doesn’t match their needs.

You will be unsuccessful if you market to customers in a way that does not correspond with their understanding of the problem. You should make sure that everything from feature development to go-to-market strategy is consistent with your customer profile.

When you are creating a customer profile, be sure to include information on external factors, contextual details, and how your business provides value to that customer type. This will help you to create a more complete understanding of your customer base.

Building Customer Profiles can Boost Sales

There are several reasons why you should consider segmenting your audience into customer profiles. It can help you better understand your target market, identify your ideal customer, and develop marketing strategies tailor-made for each segment.

Understanding Your Customers Means Understanding their Pain Points, too

Think about your closest friends. At one point, they were strangers to you, but as time went by, you became closer.

It’s the same thing with every new customer that goes through your sales pipeline.

You need to get to know them so you can identify what their problems or pain points are and how you can help them.

When you have customer profile examples, you can easily categorize new customers into groups.

A key part of improving the customer experience is understanding what issues and problems they are having- this can be done through customer interviews, collecting customer feedback, and then addressing these issues. This will also help create loyalty and a long-term relationship with the business.

It’s also crucial if you want to make sales.

You Waste Less Time on Unsuccessful Tactics, Driving more Sales Faster

Many marketers and salespeople don’t like cold calling because it can be difficult to gauge a person’s interest when you don’t know them. When you are talking to a potential customer for the first time, there is always an element of uncertainty.

If you don’t have a customer profile template, you don’t have much information about the customer.

If you do not have a clear picture, you will try many things and see what works. This wastes time.

If you knew what your new customer liked and didn’t liked before you went into the interaction, you would be able to save time by discarding tactics that don’t work and closing the deal faster.

Guessing in the dark slows sales. When you find something that works with one person, you can’t assume the next customer will react the same way.

Different customer profiles make it easier to target specific groups of people without having to guess what they want.

Forging a Solid Professional Relationship could Lead to Repeat Business

Wouldn’t you prefer a salesperson who is confident about what they know about you, rather than one who is just making guesses?

If you are a sales representative and you are confident that you can solve the customer’s problems, you have the opportunity to create a strong working relationship.

If you are unsure about what the customer wants, they will not be convinced to buy.

It is important to use customer profiles to build good relationships with customers.

If you take care of your customers, they will keep coming back and you will be able to sell them more products.

Any happy customers you have can help you get more potential customers through referrals.

Ideal Customer Profile Examples 

We have some ideal customer profile templates for you to get started. Once you understand these, you can build many more by yourself.

The Demographic-Based Buyer Persona

This customer profile template for Sample Sally has a lot of useful information included. The template provides information on her neighborhood, income, age, and gender.

She is married and has children. She works in HR and has been doing so for around 10 years. This customer profile gives us some insight into her personality.

Paraphrasing: Sally is likely to prefer printed and mailed communications over digital ones, and she probably has an assistant who screens her calls. If you’re able to speak to her directly, she tends to be quite calm.

Industry-Specific Customer Profile

Your profile would be less general if you worked in a specific industry, such as weddings.

For example, if you were to create a customer profile template for a wedding cake shop, the theoretical customer, Becky, would be in her early 30s and described as “a young professional.”

She prefers to communicate through social media and email rather than phone calls.

Becky wants a cake with a unique flavor, but doesn’t want it to be a hassle.

Shopping Behavior-Based Customer Profile

We have a customer profile template that is based on their shopping behavior. It is called Pamela Power Shopper.

She is a 32-year-old woman who is married and has two children. She lives in Austin and is a stay-at-home wife whose husband makes a lot of money. Pamela Power Shopper has a college education.

She is known to be an excellent online shopper, who often buys gifts for friends and family, as well as household items.

Pamela likes being reminded of events, seeing what is popular and trending, getting solid recommendations, and being inspired by products. She doesn’t like having to go out shopping, high taxes, and inflated delivery charges.

Business Executive Customer Profile

Steve is the CEO of a large company. This is a customer profile template for Steve, a 50-year-old business executive who is the CEO of a large company.

Steve is the CEO of a large organization. He has a decade of experience in his role. He uses social media and email to communicate with others.

This customer persona is unhappy with the lack of competitive pricing, other people making buying decisions, and the size of the service team. Steve also dislikes excessive fees.


It is beneficial to have an accurate customer profile because it provides insight into the customer’s background, occupation, location, shopping behavior, and pain points.

About the Author Brian Richards

See Brian's Amazon Author Central profile at

Connect With Me

Share your thoughts

Your email address will not be published. Required fields are marked

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}