Top 9 Free Customer Profile Templates for Any Profile Need

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A customer profile template is a document that prompts you to enter data on your ideal buyer's high-level traits so you can understand them and their needs. These traits could be behaviors, demographics, and/or other key details to know. After filling out the template and identifying your ideal customer, you can fine-tune your sales and marketing verbiage, target the right audience, spot quality leads likely to buy, and create buyer personas to further help you generate and qualify leads.

Best Free Customer Profile Template

We created a free customer profile template that any salesperson can use as the foundation of their profile. It includes sections for demographic, psychographic, geographic, and behavioral data. It also has technographic and firmographic sections for B2B sellers, which B2C sellers can remove or leave blank. To use it, interview your customers and analyze your CRM data or conduct market research, then fill in the righthand columns with the most common attributes.

Components of a Customer Profile Template

Typically there will be 4–6 sections in a customer profile template, each with its own set of data points to fill in. These sections are typically demographics, firmographics, psychographics, behavior, geographics, and/or technographics, as our free template shows. You might want to add industry-specific sections as well. For example, a healthcare company might add a medical history section. For now, let’s go over each common component.

Demographics

Demographics consist of socio-economic data points about your customer base, such as age, gender, education, income level, job title, and more. It can be used to understand the causes of customer behavior. Some companies will also segment customers and leads based on demographics to better provide for each group’s specific wants and needs.

Firmographics

Firmographic data consists of the attributes of a company you’d sell to, such as company size, industry, company type, location, revenue, and years in business. Knowing the firmographic data helps you create prospecting lists of similar companies that will likely be interested in using your solution. Businesses with this data often then create a buyer persona defining the people within the company who will purchase the solution.

Pyschographics

Pyschographics comprise the motivations, beliefs, values, and attitudes held by your typical customer. This section helps you further understand what influences leads and customers to make purchasing decisions. For example, if your customer base is filled with competitive business owners, an ad about crushing the competition is likely to resonate.

Behavior

Behavioral data describes how the average customer interacts with your brand and product. Data points include purchase history, social media engagement, email open rates, product usage, and more. This section helps you understand how customers use your solution and respond to your various communication channels and sales and marketing interactions.

Geographics

Geographic data refers to details like region, city, country, climate, elevation, and other information that informs you about where your typical customer resides. Knowing the geography of your typical customer will help you know where in the world to find other customers. Plus, you’re able to make data-driven decisions about logistics, delivery, and support implementation.

Technographics

Technographic data details the different technologies and software tools that companies use to run their business, when they acquired them, and how the company uses them. It's most useful for B2B tech companies looking to understand which technologies are often used in tandem with theirs. With this information, they can then search for other companies with a similar tech stack, as they’d likely respond positively to their outreach and product.

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A finished customer profile will illuminate nearly everything you need to know about your typical customer to segment your target audience for marketing campaigns and sales outreach. You can then dive deeper and use it to create a more specific, personified buyer persona, which should represent an individual who’d make a great customer.

Top 8 Customer Profile Templates for Any Business

Different types of companies need to prioritize different data sets when creating their customer profile templates. For example, a B2B company will have a section for firmographic data since it sells to companies, while a B2C company will have no need for this section. Below are eight unique customer profile templates for B2B, B2C, financial services, real estate, software, consulting, health and wellness, and freelance creative sellers.

B2B Customer Profile Template

Who Should Use It: B2B salespeople wanting to understand the makeup of their target companies and the decision-makers to whom they sell their product or service.

Why It Works: This template works because it provides the categories of firmographics so you can define your ideal company to go after and demographics so you know how to spot the decision-makers in those companies. Plus, with the technographics section, you’ll form an understanding of the what, how, and when around the technologies they use to run their business. Finally, psychographics and behavior will help you understand what actions they tend to take and why.

Firmographics