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Customer profile templates

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Use these five templates to build detailed customer profiles quickly and efficiently.

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  • Select the slides you want to use
  • Make a copy of this file by going to File>Make a copy>Selected slides
  • Fill in the templates with your information
  • Download your template(s)

How to use these templates:

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Table of contents

Basic customer profile

Comprehensive customer profile

B2B customer profile

B2C customer profile

Ideal customer profile (ICP) scorecard

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Age:

Gender identity:

Relationship status:

Cultural background:

Income bracket:

Job title:

Education:

Demographics

Sentiment analysis notes

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CUSTOMER PROFILE TEMPLATES

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Goals

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Pain points

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Product or services used

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Customer name

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Customer bio

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Basic customer profile

Summary/notes

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Age:

Gender identity:

Relationship status:

Cultural background:

Income bracket:

Job title:

Education:

Demographics

Goals and motivators

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CUSTOMER PROFILE TEMPLATES

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Purchasing behaviors

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Pain points

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Customer name

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Customer description

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Comprehensive customer profile

Lifestyle choices

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Sentiment analysis details

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Products or services used

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CUSTOMER PROFILE TEMPLATES

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Business name

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B2B customer profile

This profile is designed for companies that serve business clients.

Products or services used

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Business revenue

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Business size

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Location

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Budget

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Business structure

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Opportunities

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Strengths

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Summary/notes

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Pain points

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CUSTOMER PROFILE TEMPLATES

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Customer name

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Demographic information

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B2C customer profile

This profile is designed for companies that serve consumers.

Communication preferences

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Needs and pain points

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Hobbies and interests

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Favorite brands

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Summary/notes

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Values

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Sentiment analysis summary

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CUSTOMER PROFILE TEMPLATES

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Business name

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Contact info

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Ideal customer profile (ICP) scorecard

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Not aligned

Potential fit

Ideal match

Points

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0 points

1 point

2 points

Need

No clear need for solution

Understands need for solution but not a priority

Understands need and interested in finding a solution

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Timeline

No clear timeline for when solution is needed

Fluid timeline in near future

Ready to implement immediately

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Budget

Limited or no budget

Moderate flexibility

Substantial resources

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Decision maker

Not a decision maker

Part of a decision-making group

The decision maker

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Total points:

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