How to Create a Customer Profile in 7 Steps + Free Template

Learn the process for building an effective customer profile, grab a free customer profile template, and understand how profiles work.

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A customer profile is a list of the hard data around your customers’ socioeconomics, psychological attributes, behavior, company details, geography, technology, and more. Businesses with customer profiles better understand common patterns among their buyers. This helps salespeople and marketers more easily identify good-fit leads and craft solutions, sales strategies, and messaging that satisfy their needs and turn them into loyal customers.

How Customer Profiles Work

Businesses create customer profiles to ensure their sales, marketing, support, and product teams are all using real data about their customers to make strategic decisions. For instance, marketers pull up the profile when deciding whom to target for an ad campaign, and sellers consult it when writing sales pitches that will resonate with their target audience. Understanding your current customers is the key to finding and closing new ones. 

A customer profile might contain a few or all of the following categories of customer data: 

  • Demographics: This refers to socioeconomic data points like age, income level, education history, gender, and marital status. 
  • Firmographics: Confined to B2B profiles, this includes information about an ideal company’s size, revenue, pain points, organizational structure, industry, and more. 
  • Psychographics: These represent your ideal buyer’s attitudes, opinions, beliefs, interests, and other mental traits. 
  • Behavioral Data: This accounts for data about how your ideal customers interact with your brand and move toward purchasing your solution.  
  • Geographic Data: Location, climate, terrain, city, and country are different data points commonly found in this data category. 
  • Technographics: Popular in B2B profiles, this section lists the tools and software your customers use as well as how they use them. 

These are popular sections, but they aren’t the only ones businesses use. For example, a nutritionist might also have a medical history section. Any data that helps you make better business decisions is worth including. To create a profile, businesses first decide which segment of their audience they’re profiling. They then pick sections to include — either from scratch or using a template or examples — and fill them in using data from surveys, CRM reports, software tools, and other methods.

After building a customer profile, most companies also create buyer personas, which are semi-fictitious representations of their individual buyers. Personas include sections for motivations, fears, challenges, nicknames, and more that help you see your customers in a more human way. Equipped with both a customer profile and buyer personas, you’ll more easily identify and speak to the needs of your audience.

Free Customer Profile Template

We crafted a free generic customer profile template that any business can download and fill in with data about their customers, or just use as a guide while creating their own. It includes categories for the customer type’s demographics, psychographics, behavior, geographics, firmographics, and technographics. Feel free to add industry-specific sections to it as well.

How to Create a Customer Profile in 7 Steps

To create a customer profile, first pick a segment of your customers to profile. Then choose the data categories and the specific data points within them that you want to know about your customers. For example, you might choose demographics and underneath list age range, gender, income, etc. Then, to fill out each data point, conduct research using tactics such as surveys. Lastly, use your profile to create a buyer persona. Let’s go over each step in depth.

1. Select a Group of Customers to Profile

Many companies have multiple customer types, each associated with distinct product lines or services — this means they'll have multiple customer profiles. For your first profile, choose a customer base for your most profitable product or service. If you’re a smaller company with a few products or customers, it’s likely okay to have just one all-encompassing profile for now.

Some companies will also start to segment their customer base even further by splitting them up according to categories. A business might create one profile for customers of their HR software platform, then split those customers into companies with >100 and companies with <100 employees and create two respective profiles. If you’re forming a new business and you don't have many customers yet, consider analyzing your competitors’ customer bases and doing market research.

2. Choose Your Profile’s Data Categories

Choose the categories you want in your profile. These should help you understand your target market and speak to their needs. Most B2C companies use demographics, psychographics, behavior, and geographics, and B2B businesses often add firmographics and technographics as well. Under each section, write 4–8 fields to tell you specific info to find (for example, age could be a field underneath demographics).

You can also use templates that come pre-made with categories and fields. This way, you’ll have a starting point for the questions to answer about your customers. Start with our free generic customer profile template, which will give you a foundation of questions to answer about your customer base. B2C sellers can skip the firmographic and technographic sections.

In addition to your key data categories, it’s also a good idea to add any industry-specific sections that will help you gain information that’s specifically important to your business. As we mentioned above, a personal trainer or nutritionist might add a category for collecting data about their customers’ medical history like any common chronic symptoms or dietary habits.


Additional Reading:

For general and industry-specific templates, read our article on customer profile templates, where you’ll find our template meant for everyone plus templates designed for software companies, B2B consultants, B2C product sellers, and more.

3. Compile Demographic & Firmographic Data

Demographic data tells you the socioeconomic factors of your ideal customer like their age group, job titles, ethnicities, income range, marital status, and education level. Firmographic data, on the other hand, is particular to B2B businesses and consists of data points like firm size, annual revenue, and industry. Both act as sketches of a company’s target buyers, which businesses use to find quality lookalike leads during prospecting.

To find demographic and firmographic data about your customer base, use these approaches: 

  • Check Your CRM: You may already have been tracking demographics (e.g., age, gender, occupation) and firmographics (e.g., industry, number of employees) in your CRM. Run reports to pull the relevant fields you need for your customer profile. 
  • Run Surveys: Ask your customers for their demographics and/or firmographics via an email survey with a tool like SurveyMonkey. To encourage survey completion, consider offering a gift card or something else your customers might want.  
  • Use a Data Enrichment Tool: Use a data enrichment tool like Clearbit to discover demographic and firmographic data about your customers. 
  • Leverage Google Analytics: Run demographics reports on Google Analytics to find the age and gender of your audience. 

After you’ve found this info, you can analyze the data and find commonalities that you’ll then write into your customer profile. We've done this in the template example below:

Customer profile template example demographic data
Customer profile template example demographic data

Down the line, firmographics and demographics are great for further segmenting your customers. For example, if a car company finds that about half of their customers are from rural areas and half are from cities, they can split this customer base into two groups based on those identifiers. They’d then go through the full profiling process for each group and use the intel to create more targeted sales and marketing approaches.

Pro Tip:

At a company I worked for, my sales team had two profiles, one for property management companies managing over 1,000 units, and one for those managing under 1,000. We knew that each segment had drastically different needs and operations. Having two profiles helped me create two distinct and personalized email sequences and ultimately book more meetings.

4. Gather Psychographic Data

Psychographics are the attitudes, beliefs, wants, and other mental attributes of your customers. Profiles often contain fields for your customers’ political affiliations, motivating factors, values, risk tolerance, and more. This part of your profile can be used to better understand why your buyers make certain purchasing decisions and create messaging that will best influence them.

Here are some ways to find psychographic data about your customer base: 

  • Send Out a Customer Survey: Send a survey to your customers and be upfront with them about the purpose to learn about their views and passions. They'll often be open to sharing. 
  • Interview Your Current Customers: Set up a call to learn more about each customer and their values, beliefs, risk tolerance, and other factors. 
  • Think Over Your Past Customer Conversations: Perhaps you’ve noticed a trend in the attitudes of your customers; jot them down. 
  • Run Focus Groups: Using focus groups, interview people who fit the demographics of your target customer but are not yet affiliated with your company.
  • Try Google Analytics: This tool allows you to analyze interests so you can uncover what your customers commonly care about. 

After gathering all this data, start to dive into it and find the beliefs, opinions, and other cognitive attributes that your customers most commonly hold. Then write those into your customer profile, as we've done in the example below:

Customer profile template example psychographic data
Customer profile template example psychographic data

5. Study Your Customer Behavior

Behavior refers to your customers’ typical buying habits, social media activity, common means of communication, and interactions with your marketing content and salespeople, plus how frequently they check email and even what they do in their personal lives. This information enables you to create the optimal purchasing experience for them since you’ll see how they evaluate and use your product or service.

To understand your customers’ behavior, consider these approaches to behavior analysis: 

  • Use Analytics Software: Tools can make behavioral analysis easier. Trifacta’s marketing analytics tool, for example, unifies data from your CRM, email chains, and other channels, then analyzes it to measure customer engagement. 
  • Try Google Analytics: This can give you insights into how your customers interact with your sites and apps. It will also show you how they engage with different marketing and advertising channels and why they make certain decisions. 
  • Run Reports in Your CRM: Most CRMs offer behavioral reporting functionality that will clue you into things like the average length of sales cycles, time in pipeline stages, calls accepted, pages visited, and more depending on your tool. 
  • Gather Internal Quantitative Data: Pull your company’s customer statistics like blog subscription data, social media activity, page visits, the average number of sales meetings held before a purchase to learn how your customers buy. 
  • Collect External Qualtitative Data: You can learn a lot about how consumers are enjoying other experiences and products by looking at consumer reviews of your competitors’ products and services. 
  • Run Questionnaires: On social media or through email, ask your customers questions about their purchasing journey: How did they find you? How many blog posts did they read before buying? What influenced their purchase? How much of a priority was it?
  • Review Your Sales Funnel: A sales funnel maps out the most important touchpoints between your brand and your customers on the way to a purchase. Consider interviewing customers about each touchpoint and how it impacted their decision and thinking. 

Once you have all this information, you’ll be able to uncover the average path most prospects take to becoming one of your customers. Fill in this section of your customer profile template with the behaviors that occur most often among your customer base. Below is an example of this section filled out in our generic template:

Customer profile template example behavioral data
Customer profile template example behavioral data

6. Collect Geographic & Technographic Data

Geographic data tells you where your customers live or work, which can clue you into needs related to their location, climate, and other data points. Technographics — mainly used by B2B companies — are the tools your customers often use and how they use them. This section is especially useful for those selling products, as it helps them create messaging that differentiates their solution from the common ones in their target market.

Here are some ways to gather geographic and technographic information: 

  • Run Surveys: Ask your customers or target audience questions about their location and tools. A surfboard company might ask "How close are you to a beach?" A software brand may ask what tools customers use alongside theirs and how often they use them.
  • Dig Into Your CRM Data: If you’ve been documenting customer addresses, you can analyze this data to find commonalities among them, or even create a customer map. Also check if you’ve taken notes of tools used. 
  • Consult Your Team: Hold a sales meeting and ask each rep to go over the common tools brought up during conversations with leads or customers. Your sales reps are scouts in a sense.
  • Buy Technographic Data From a Third Party: Purchase technographic data from a reputable data collection company like Demandbase. They use AI to mine for technology insights, from tools used to a company’s IT spend. 
  • Use a Data Enrichment Tool: Clearbit’s database has tons of information about companies and the technologies they use.

Once you’ve collected data about your customer base’s geography and technology use, write your findings down in your customer profile like we’ve done in the example below:

Customer profile template example geographic & technographic data
Customer profile template example geographic & technographic data

7. Build a Buyer Persona

Using the data from your customer profile as source material, create a buyer persona that describes a fictitious individual who could be a customer. The persona also expands on the person’s motivations, fears, goals, and challenges. The finished buyer persona, equipped with a fake name and photo, helps you humanize your customers in a way that’s not possible in a customer profile, which is a collection of data points that describes a group of buyers as a whole.

Here is the basic process for creating a buyer persona: 

  • Choose Your Persona Categories: Many companies use motivations, fears, challenges, communication channels, demographics, and lifestyle as their categories.
  • Conduct Interviews With Your Best Customers: Ask your customers questions that will help you fill out your buyer persona. 
  • Name the Buyer Persona: Give your buyer persona a nickname that will help you categorize it, as well as an image to humanize it. 
  • Fill in Your Buyer Persona Sections: Using the answers from your interviews, find commonalities and fill in the fields of your buyer persona. 

If you're in B2B sales, your customer profile will focus on describing the companies that represent your ideal customer, whereas your buyer personas will be descriptions of the people you usually sell to within those companies.


Additional Reading:

We wrote an entire article on how to build a buyer persona where we dive deep into the steps. Give it a read for the full process, plus examples of quality buyer personas and tools to help you create your own persona.

3 Examples of Customer Profiles

Seeing examples of completed customer profiles can often help you create your own from scratch or fill out the template you’re using. Below is an example of a general customer profile, plus one specifically for B2B businesses and one for B2C companies. All are filled-out versions of our customer profile templates.

General Customer Profile Example

B2B Customer Profile Example

B2C Customer Profile Example

This general customer profile example includes sections for demographics, psychographics, behavior, geography, firmographics, and technographics, the last two of which are meant for B2B brands. With so many sections and fields, the profile effectively creates an in-depth picture of a customer base.

General Customer Profile Example

General customer profile example

This B2B customer profile example has sections for demographics, firmographics, psychographics, behavior, and technographics. If you’re selling to other businesses, this one’s worth checking out for inspiration. The pretend seller is a construction software company.

B2B Customer Profile Example

B2B customer profile example

This B2C customer profile example has sections for demographics, psychographics, behavior, and geographic data, making it excellent reference material if you’re looking to sell to individuals. The imagined seller is selling bathing suits to college students.

B2C Customer Profile Example

B2C customer profile example

Your finished customer profile will be one of a kind, but these examples will give you a sense of what to include when filling out each data point. Now, let’s return to the most important part of customer profiling — collecting accurate customer data — and review some tools that can help you do so.

5 Best Customer Profile Software & Tools

There are different tools out there to help you research different categories of your profile. Some (such as SurveyMonkey) can help you find information for all of your categories, while others (such as Demandbase) uncover information in a specific category. Let’s go over five of the best tools to use for collecting data to fill out your customer profile.

HubSpot Make My Persona


Google Analytics



What It’s Right For: Thinking about your customer profile or quickly creating a basic, well-designed profile.

HubSpot’s free Make My Persona tool is often used to build buyer personas. But B2B salespeople can also use it to make a quick customer profile that takes into account their customers’ demographics, firmographics, career traits, technographics, and basic behavior. It won’t help you collect data, but it will tell you which information to collect. Going through the process might also serve as a crash course in customer profiling.

Hubspot Make My Persona Tool

What It’s Right For: Finding demographic, geographic, firmographic, and technographic data about your customers or target audience.

Clearbit is a data enrichment tool with custom pricing that can help B2B companies find over 100 B2B attributes about their ideal customers, from technologies installed to employee count. You can connect this tool to your CRM or other data sources and it will fill in missing data and add new intel about the contacts and companies in your records.

Clearbit - Customer Profile Software & Tools

What It’s Right For: Google Analytics can help you uncover and analyze behavioral data and demographics for your customer profile.

With Google Analytics, you can run reports to find your target audience’s age and gender, but the tool really shines in the behavior department. Reports can show how your customers engage with your site’s pages and apps. For example, you can run a behavior flow report (photo below) that outlines the common path customers take on their way to a purchase, bounce, or specific page. Analytics has a free plan and an upgraded $150,000 per year plan.

Behavior flow report example

What It’s Right For: Sending out surveys to collect any type of information about your customers.

SurveyMonkey is an easy-to-use survey software that helps users create, send, and analyze customer surveys. The analysis functionality shown in the question summaries screenshot below is especially useful for customer profiling because you can see how many customers answered a certain way. This is a must-have for anyone looking to understand their customer base. There's a basic free version, and team plans start at $25 per user, per month.

SurveyMonkey - Answer analysis example

What It’s Right For: Finding technographic data about your customers.

Demandbase’s Account Intelligence tool uses AI to scrape websites and find technographic data such as a company’s IT spend and technologies used. It currently tracks 82+ million domains and can identify 18,000+ back- and front-end technologies, meaning you’ll likely find the data you need. This will help you figure out which tools are indicators that a company is likely to buy from you — you can then target leads with those tools. Contact them for a quote.

Demandbase tech data points

Benefits of Creating a Customer Profile

Customer profiles provide benefits to departments across your company, from product and customer support to marketing and sales. With a data-driven profile, you’ll be able to generate new leads more easily, automate lead qualification, speed up your sales cycles, produce better solutions, and reduce customer churn.

Find & Target Leads Likely to Buy

Once you know the characteristics of your customers, you can define an ideal lead and find them more easily, especially when using a prospecting tool like Zoominfo, which allows you to filter by demographics.

Automate Lead Qualification

Use the demographic and behavioral data to create a lead scoring system that scores leads based on how well they match your customer profile.

Reduce Your Customer Acquisition Cost

Fine-tune your sales and marketing messaging and content to better speak to the interests and needs of your target customers. That way you’ll sell them on your solution more quickly.

Create Better Products & Services

Figure out what features or service additions your customers would most appreciate and find helpful, then adjust your offerings.

Improve Customer Retention

When you better understand the psychographics of your customers, you can create relationships they find meaningful as well as provide for their desires.

Every business can benefit from creating a customer profile. The intel you gain will inform you in many critical business functions. Without a customer profile, businesses run the risk of making decisions on assumptions rather than facts.

Frequently Asked Questions (FAQ)

How Does a Customer Profile Differ From a Buyer Persona?

A customer profile details the hard data about your customer base, or a segment of it, while a buyer persona describes specific individuals within it. The buyer persona uses information from the customer profile to create a specific, semi-fictitious character with pains, motivations, and often a fake name and picture. For example, if the profile lists your customers’ ages between 40–60, then the persona might be a 45-year-old woman named Mary.

Bottom Line: Customer Profile

A customer profile is a data-driven description of your customer base. Businesses create and leverage them to improve their lead generation process based on an understanding of their customers. After building a profile, the next step in this search for what makes your customers tick is the creation of buyer personas. Check out our article on how to create a buyer persona, where we walk you through the steps and give you templates to help you in the process.

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Download our FREE Customer Profile Template
Download the static file now or subscribe to our newsletter and receive an editable template with 9 examples. Plus, get personalized, AI-powered article suggestions for lead generation, nurturing, deal-closing, CRM software & more. Sent biweekly. Never spam.
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Download our FREE Customer Profile Template
Get our editable template with 9 examples. Plus, get personalized, AI-powered article suggestions for lead generation, nurturing, deal-closing, CRM software & more. Sent biweekly. Never spam.
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Download our FREE Customer Profile Template
Get our editable template with 9 examples. Plus, get personalized, AI-powered article suggestions for lead generation, nurturing, deal-closing, CRM software & more. Sent biweekly. Never spam.
This email address is invalid.