5 Examples of Ideal Customer Profile Templates

What is a Customer Profile?

The golden rule for any business to reach the zenith of success is to know the interests, likes, dislikes and trends of the customers. A document that contains all such information including the buying patterns and demographic characteristics is called a customer profile, alias Customer Persona or Avatars.

It contains all the facts like demographics, buying behaviours, interaction with customer services, creditworthiness, and purchase history. Many companies develop an umbrella strategy for marketing and sales and thereby end up getting nothing! Customer profiles help you reap the best results through customer data analysis.

It helps businesses to make crucial decisions by tracking customer information, such as trends, demographics, and psychological graphics. It is much easier to attract more customers when you know about your current customers. With competition for customers increasing every day, it is one of the simple ways to have a competitive advantage.

The basic template for a customer persona is shown below.

(Click on the images to have a better view or you could also download the document below.)


To download the template, click here – Aeroleads Customer-Profile Template.

How to profile a customer profile

1) Which problem are you trying to solve though the customer profile?

Before you start hiring people, developing a website or an app or start investing heavily, you must know which problem are you going to solve. Is there already any solution to it? If yes, then how can your idea add some more value? Looking at the customer profile database, it will be easier for you to focus on the requirements of the customers. You need to deliberate on the behavioural aspects of your customers.

2) Dive deep into the customer journey map

A customer journey map is a type of document that gives a deep insight into the customer’s needs, goals, challenges and other patterns. It will help you to know the type of products your customers are interacting with. In this way, you can get the most out of the customer profile.

3) Dig into the demographics of customer profile

First, discuss the external demographics and then talk about the needs and company’s offerings. Some of the external attributes are as follows:
Which market is your product targeting?
What specific vertical does your company operate in?
What is their annual turnover or revenue?
Number of employees working
Location of the companies

All this will help you develop a solid customer profile with a more in-depth analysis.

4) Collect Customer Feedback

Just like a personal interview helps the HR or the boss to know the candidate better, if you interact with the customer face-to-face, it can be the next towards achieving growth. If you are short of time, then you can surely arrange a call or video call!

And if the customers accept your proposal, then they are your loyal customers and worth time investing in. It will help you to foster better relations with your customers. You could even blog or write my paper for me about it.  This is one of the unique aspects of the customer profile, which many companies miss out on!

5) Examine contextual details through the customer profile

Moving to the next important step of building a consumer profile, if you have collected the external details, now is the time to know about the goals. Some of the most crucial questions that must be answered by building a customer profile are:
What unique features are you providing your customers? (Helping them to save time, money or grow their revenue)

-Were you able to solve their pain points?
-How does your product or service different from your competitors?
-Does your product fit into their short and long-term goals?

6) Understand your industry

Before you compete, you must know your competitors. Before you start selling your product and introducing new features, you must know about the shortfalls of the industry, the trends and how consumers perceive it! This will help you in brand identity and help to stand out! These become the initial steps of marketing strategies and finally developing a customer profile.

5 Examples of Ideal Customer Profile

Ample company profile templates are available on the web that can help you create a harmonious and reliable company profile. Just search online, and you will witness fantastic company profiles.

So, let’s glance over the best customer profiles below!
HR managers or small business owners can make their job of creating a company profile easier with these templates.

NOTE:- These are mere examples of a customer profile template; the same can be changed according to your business and can be as creative as you want it to be.

1) Profile with Personal Information –

Let’s kickstart the process by looking over a simple customer profile template.

Here, as you can see, it contains just the basic and important details. If you like to keep things simple then you could opt for such a customer persona. Also, few customers would not want to spend more time filling out a huge profile, hence it’s another advantage.

Click here to view


2) Profile with Customer’s Interests –

Map out the interests of this customer based on demographics, psychographics, behavioural as well as environment including age, interests, job role, gender, location and more.

With this, you’ll be ready to develop a strategy to consistently reach these customers.

 Click here to view

Aeroleads example 2

3) Profile with Abilities –

It’s common for companies to feel that everyone can benefit from their offerings, and while that might be true, it doesn’t mean everyone is a good fit. It’s good to have an Ideal Customer Profile to prioritize where to focus on selling and marketing efforts. The following abilities have to be kept in mind –

  • NEED for your product or service?
  • TIME to deploy and get the benefit from your offering?
  • SUCCESS experience in your solution area?
  • BUDGET to deal with the unexpected?
  • WINNERS, who gets a personal benefit when you win?

Click here to view

ideal profile scoring

4) Profile with Artistry aspect –

Artistry basically means creativity or skills.
This specific profile must contain portions asking for customer contact details and some personal details. Along with this, it must ask for events invited to, customer service and products of interest.

Click here to view


5) Buyer Persona with Demographics –

This kind of customer profile is basically the one that has a lot of details. As you’ve seen in the ideal customer profile template above, the buyer persona consists of questions related to the demographics, psycho-graphics as well as actionable insights.

Click here to view

ideal customer example 4

These profiles come in different shapes and sizes. Some are very elaborate and in-depth, and others consist of simply two or three telltale signs of being a great fit for your solution.

Basically, customer profiling provides a much-needed structure to a marketing plan.

Here are some useful customer profile examples which you can consider for upcoming years.

Hence, hopefully, these examples give you an idea to create your company’s customer profile.
After all, at the end of the day, businesses are there to make money and have happy customers save money. Hence, you should be making your decisions based on your customer profiles and how it benefits them.

About Navaneetha

Navaneetha, popularly known as "nav", loves to read, play badminton, play the keyboard and sing but when she's not doing any of those, she loves to write. What started as a high school hobby to write is now her ongoing passion. At AeroLeads, she manages Inbound Marketing and Social Media Marketing.

4 Thoughts on “5 Examples of Ideal Customer Profile Templates

  1. harvey prin on January 30, 2020 at 11:43 am said:

    this is very useful 🙂

  2. tobi langford on January 30, 2020 at 11:44 am said:

    this is lovely

  3. ghematxa on January 31, 2020 at 8:55 pm said:

    This site certainly has all of the information I needed concerning this subject and didn’t know who to ask.

  4. Sylvie on June 11, 2020 at 11:25 am said:

    this is very good information.

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