Standard Customer Profile Template
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Standard Customer Profile

Prepared By :

[Your Name]

Email :

[Your Email]

Phone :

[Your Number]

Date Prepared :

January 20, 2050

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.

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