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:
[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.
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.
[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:
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
Customer Profile Templates @ Template.net
