Free Standard Customer Profile Template
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.
