Free Primary Customer Profile Template
PRIMARY CUSTOMER PROFILE
Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Email: [YOUR COMPANY EMAIL]
Address: [YOUR COMPANY ADDRESS]
Phone: [YOUR COMPANY NUMBER]
Website: [YOUR COMPANY WEBSITE]
I. Customer Information
Name: Michael Davis
Age: 32
Gender: Male
Location: Chicago, USA
Occupation: Financial Analyst
About:
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Michael Davis is a detail-oriented professional in the finance industry. He enjoys playing basketball, attending finance seminars, and exploring new restaurants in his city.
II. Demographic Details
Income Level: $70,000 - $90,000 annually
Education Level: Bachelor's Degree in Finance
Marital Status: Married
Family Size: 3 (Married with two children)
Hobbies/Interests:
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Sports (especially basketball)
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Finance and investment
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Food and dining experiences
III. Purchase History
Previous Purchases:
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Investment books and courses
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Basketball gear
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Family entertainment products
Purchase Frequency: Monthly investment materials, occasional sports gear
IV. Communication Preferences
Preferred Communication Channel: Email
Frequency of Communication: Weekly updates, promotions, and investment insights
V. Feedback and Interactions
Feedback:
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Michael provided positive feedback on the user interface of a financial planning tool, highlighting its ease of use and effectiveness.
Interactions:
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Recent engagement included attending a virtual finance webinar hosted by the company.
VI. Additional Information
Special Notes:
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Michael is interested in attending finance conferences and networking events.
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He prefers high-quality and durable products for both personal and professional use.
Future Recommendations:
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Share updates on new finance tools and investment opportunities tailored to Michael's interests.
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Consider organizing virtual sports challenges or family-friendly events to engage with Michael and similar customers.
