{"id":6878,"date":"2016-07-02T10:35:12","date_gmt":"2016-07-02T10:35:12","guid":{"rendered":"https:\/\/www.process.st\/templates\/customer-profiling\/"},"modified":"2024-02-28T17:38:39","modified_gmt":"2024-02-28T17:38:39","slug":"customer-profiling","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/customer-profiling\/","title":{"rendered":"Customer Profiling"},"content":{"rendered":"<section id=\"introduction\">\n<h2> Introduction <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qT3KpqVGi_etzon1AUBOKg.png\" alt=\"Introduction\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qT3KpqVGi_etzon1AUBOKg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Customer profiling is a way to create a portrait of your customers to help you make decisions concerning your service.&nbsp;By identifying and understanding your customers, you can assess their needs and determine whether your business concept will meet those needs.<\/p>\n<p>That's why us over here at <a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;created this Customer Profiling checklist, to&nbsp;identify patterns within your customer base. This checklist should be run whenever a new customer uses your product or when you are contacted by them. You then record this information to&nbsp;create user profiles.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"information\">\n<h2> Information: <\/h2>\n<\/section>\n<section id=\"record-customers-details\">\n<h2> Record customer's details <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uDRxJt9zB6vPqQ6FZtRAfA.png\" alt=\"Record customer's details\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uDRxJt9zB6vPqQ6FZtRAfA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>First things first have a <strong>member<\/strong> of your <strong>sales <\/strong>team <strong>record<\/strong> the customer's details when carrying out <strong>customer profiling<\/strong>. Your <strong>sales team member<\/strong> will be the point of contact and who will be <strong>extracting<\/strong> this information. Use the <strong>form fields<\/strong> below to <strong>record<\/strong> the customer's <strong>data<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer ID <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer's Address <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of Sign Up <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Product They Bought <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-their-company-information\">\n<h2> Gather their company information <\/h2>\n<div class=\"text-content\">\n<p>Once you have <strong>recorded<\/strong> the <strong>customer's details<\/strong>, it is time to <strong>gather information<\/strong> from their <strong>LinkedIn account<\/strong>. You will <strong>record<\/strong> all of the <strong>information<\/strong> from that to create a <strong>customer profile<\/strong>. Use the <strong>form fields<\/strong> below to <strong>record<\/strong> the customer's <strong>job title<\/strong>, their <strong>company's industry<\/strong> and <strong>how many employees<\/strong> there are.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer's Job Title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer's Company Industry <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Number of Employees <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"record-demographic-information\">\n<h2> Record demographic information <\/h2>\n<div class=\"text-content\">\n<p>Now you have to <strong>gather<\/strong> the customer's&nbsp;<strong>demographic<\/strong> information from their&nbsp;<strong>LinkedIn account<\/strong>. This will help <strong>determine<\/strong> what age and gender your users are.&nbsp;<strong>Record<\/strong> their information by using the <strong>form fields<\/strong> below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer's Age <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer's Gender <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"get-psychographics-information\">\n<h2> Get psychographics information <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rEl6fs2K-OwoDbt4voxKbA.jpg\" alt=\"Get psychographics information\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rEl6fs2K-OwoDbt4voxKbA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Again using the customer's&nbsp;<strong>LinkedIn account<\/strong>, you will <strong>gather<\/strong> their <strong>psychographic<\/strong> information. This will help you <strong>determine<\/strong> what your users' <strong>personality<\/strong> types are and what their <strong>preferences<\/strong> include. Do this by using the <strong>form fields<\/strong> below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer's Personality Type <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer's Preferences <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"figure-out-how-they-found-you\">\n<h2> Figure out how they found you <\/h2>\n<div class=\"text-content\">\n<p>You now want to <strong>find out<\/strong> how the <strong>customer<\/strong> found your business. You can&nbsp;<strong>use<\/strong> your <strong>CRM<\/strong> to <strong>track<\/strong> how your customers <strong>found you<\/strong> or you can use <strong>Google Analytics<\/strong>.<strong>&nbsp;<\/strong>But if you can't find this information out, reach out to them and ask.&nbsp;<strong>Record<\/strong> how you <strong>found<\/strong> them using the <strong>form fields<\/strong> below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How They Found Your Business <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Additional Information <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"find-out-their-problem\">\n<h2> Find out their problem <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uz1-xBmdzOzmliW8F5lCgA.png\" alt=\"Find out their problem\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uz1-xBmdzOzmliW8F5lCgA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once you know how they found you, you now have to&nbsp;<strong>find<\/strong>&nbsp;out the <strong>customer's problem<\/strong>. This will most likely already have been <strong>covered<\/strong> in the <strong>sales call<\/strong>, <strong>support email<\/strong> or any other means of communication. If you can not find that out,&nbsp;<strong>ask<\/strong> them <strong>directly<\/strong> why they <strong>chose you<\/strong> over <strong>other companies<\/strong>. Use the <strong>form fields<\/strong> below to do so.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How Did You Find Their Problem <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Their Problem <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Why They Choose You <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"add-profile-to-crm\">\n<h2> Add profile to CRM <\/h2>\n<div class=\"text-content\">\n<p>Now that you have all of your customer's information and are able to create a customer profile out of it, select this task to send the data back to the CRM.&nbsp;<\/p>\n<p>Use our <a href=\"https:\/\/www.process.st\/business-process-automation-zapier\/\" target=\"_blank\" rel=\"nofollow noopener\">Zapier guide<\/a> to learn how to automate a checked task to do so.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2> Sources: <\/h2>\n<div class=\"text-content\">\n<p><a href=\"http:\/\/www.experienceux.co.uk\/\" target=\"_blank\" rel=\"nofollow noopener\">ExperienceUX<\/a> -&nbsp;<a href=\"http:\/\/www.experienceux.co.uk\/faqs\/what-is-customer-profiling\/\" rel=\"nofollow noopener\" target=\"_blank\">What Is Customer Profiling<\/a>&nbsp;<\/p>\n<p><a href=\"http:\/\/blog.hubspot.com\/\" target=\"_blank\" rel=\"nofollow noopener\">Hubspot<\/a> -&nbsp;<a href=\"http:\/\/blog.hubspot.com\/insiders\/marketing-psychographics\" rel=\"nofollow noopener\" target=\"_blank\">Marketing Psychographics<\/a>&nbsp;<\/p>\n<p><a href=\"http:\/\/www.marketingdonut.co.uk\/\" target=\"_blank\" rel=\"nofollow noopener\">MarketingDonut<\/a> -&nbsp;<a href=\"http:\/\/www.marketingdonut.co.uk\/marketing\/marketing-strategy\/your-target-market\/why-it-pays-to-profile-your-customers\" rel=\"nofollow noopener\" target=\"_blank\">Why It Pays To Profile Your Customers<\/a><\/p>\n<p><a href=\"http:\/\/blog.sumall.com\/\" target=\"_blank\" rel=\"nofollow noopener\">Sumall<\/a> -&nbsp;<a href=\"http:\/\/blog.sumall.com\/journal\/create-accurate-customer-profile.html\" rel=\"nofollow noopener\" target=\"_blank\">Create Accurate Customer Profile<\/a>&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"relevant-checklists\">\n<h2> Relevant Checklists: <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/www.process.st\/templates\/investor-pitch\" target=\"_blank\" rel=\"nofollow noopener\">Investor Pitch<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/customer-feedback\" target=\"_blank\" rel=\"nofollow noopener\">Customer Feedback<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/standup-meeting-checklist\" target=\"_blank\" rel=\"nofollow noopener\">Standup Meeting<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/ab-testing\" target=\"_blank\" rel=\"nofollow noopener\">AB Testing<\/a><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Customer profiling is a way to create a portrait of your customers to help you make decisions concerning your service.&nbsp;By identifying and understanding your customers, you can assess their needs and determine whether your business concept will meet those needs. That's why us over here at Process Street&nbsp;created this Customer Profiling checklist, to&nbsp;identify patterns [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":6879,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"11","template_description":"Run this checklist to create a profile for a new customer","template_id":"uEhx3yCQ1ZKA0aEUQORMMw","task_0":"Introduction","task_slug_0":"introduction","task_1":"Information:","task_slug_1":"information","task_2":"Record customer's details","task_slug_2":"record-customers-details","task_3":"Gather their company information","task_slug_3":"gather-their-company-information","task_4":"Record demographic information","task_slug_4":"record-demographic-information","task_5":"Get psychographics information","task_slug_5":"get-psychographics-information","task_6":"Figure out how they found you","task_slug_6":"figure-out-how-they-found-you","task_7":"Find out their problem","task_slug_7":"find-out-their-problem","task_8":"Add profile to CRM","task_slug_8":"add-profile-to-crm","task_9":"Sources:","task_slug_9":"sources","task_10":"Relevant Checklists:","task_slug_10":"relevant-checklists","task_11":"","task_slug_11":"","task_12":"","task_slug_12":"","task_13":"","task_slug_13":"","task_14":"","task_slug_14":"","task_15":"","task_slug_15":"","task_16":"","task_slug_16":"","task_17":"","task_slug_17":"","task_18":"","task_slug_18":"","task_19":"","task_slug_19":"","task_20":"","task_slug_20":"","task_21":"","task_slug_21":"","task_22":"","task_slug_22":"","task_23":"","task_slug_23":"","task_24":"","task_slug_24":"","task_25":"","task_slug_25":"","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[7,34],"tags":[],"class_list":["post-6878","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-miscellaneous","category-sales"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/6878","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=6878"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/6878\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/6879"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=6878"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=6878"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=6878"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}