Standard Customer Profile

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Prepared By :	[Your Name]
Email :	[Your Email]
Phone :	[Your Number]
Date Prepared :	January 20, 2050

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I. Customer’s Personal Information

A. Basic Demographics:

Name :	[Customer's Name]
Age:	[Customer's Age]
Gender:	[Customer's Gender]
Occupation:	[Customer's Occupation]
Company :	[Your Company Name]
Position/Title :	[Customer's Position]

B. Contact Information:

Email :	[Customer's Email]
Phone Number :	[Customer's Number]

II. Demographic Profile

A. Geographic Details:

Address:	[Customer's Address]
Urban/Rural:	[Urban/Rural]

B. Family Information:

Marital Status:	[Customer's Marital Status]
Number of Dependents:	[Number of Dependents]

III. Customer’s Preferences and Interests

A. Lifestyle:

• Interests/Hobbies:

[Customer's Name] enjoys practicing yoga in her free time to maintain a healthy lifestyle. She is also passionate about cooking and experimenting with new recipes. Traveling is another favorite activity, as she loves exploring new cultures and cuisines.

• Values/Beliefs:

Financial stability and security are top priorities for [Customer's Name]. She believes in the importance of saving for the future while also enjoying life's experiences. Work-life balance is essential to her well-being, and she values companies that prioritize employee satisfaction.

• Attitudes:

[Customer's Name] approaches life with an optimistic mindset, always seeking opportunities for growth and personal development. She is highly goal-oriented and motivated to achieve success in both her professional and personal endeavors.

B. Product/Service Preferences:

• Preferred Brands: Apple, Lululemon

• Preferred Communication Channels: Email, Phone

• Preferred Payment Methods: Credit Card, Online Banking

IV. Purchase History

A. Buying Behavior:

• Purchase Frequency: Bi-monthly

• Average Transaction Value: $100-$200

B. Product/Service Usage:

• Usage Patterns: Regularly invests in stocks and mutual funds.

• Feedback/Suggestions: Satisfied with financial advice, suggests adding more investment options.

V. Financial Goals

• Short-term Goals: Saving for a family vacation.

• Medium-term Goals: Building an emergency fund.

• Long-term Goals: Saving for retirement.

VI. Communication Preferences

• Preferred Time of Contact: Evenings after 6 PM.

• Preferred Frequency of Updates: Monthly.

Customer Profile Templates @ Template.net