A client profile, also called a customer profile, helps you define who you want to serve with your services. It helps you focus on the most important aspects of each potential customer, so you don't waste your time talking to someone who doesn't care about your product or service.
To ensure you're not wasting your time, create a client profile template before you prospect. This will help you narrow down who to contact and ensure you talk only to people who want to buy from you.
Use this free client profile template to identify who you want to work with, so you can start gathering information that will lead to sales.

What to Include in Customer Profile?

You can use the free Nimbus client profile template as a starting point to create your customer profile.

Add in the following details:

Client or company name.

Client or company background, which can include:

  • Website address.
  • Social media accounts.
  • Mission statement.
  • Company values.

Any relevant client details, which may include:

  • Meeting notes.
  • Project-related details.
  • Tools they may use.
  • Their preferences, such as how they market themselves and who they serve.

Client's goals.

Other relevant information, such as things to look out for, what worked well, and what didn't work well.

Client feedback, which is useful to capture after you have worked with them.

What is a Customer Profile?

A customer profile is a document that provides a snapshot of your potential customer's wants and needs. It can include as little or as much detail as you want.

These documents can include their demographics, such as age, gender, income, their desires, interests, values, and the problems they are experiencing.

When you create a customer profile, it helps you understand what your ideal customers want and how they behave. This will help you better target specific types of customers and offer products and services that meet their wants or needs.

In addition, when you use a client profile template to learn more about your ideal customers, it will be easier for you to provide solutions to help them solve their problems.

Why Use a Customer Profile Template?

Here are some advantages of using customer profile templates.

1. Save time and effort

You will avoid wasting your time talking to those who aren't interested in your products or services. This means using a template will save you time and effort because you will focus on the type of prospects you want to approach.

2. Gain more insights on your customer's wants and needs

When you do your research on your ideal customer, you will better understand their aspirations, motivations, and fears. This means when you use a template, you can tailor your sales messaging to address those factors.

3. Improve how you communicate

As not everyone is interested in what you offer, when you know what your ideal customer wants, you can communicate better with them. When you improve your communication, you will build a stronger relationship with those who work with you.

4. Develop effective marketing strategies

The real purpose of a customer profile template is so you can position your products and services as a solution to what your customers want to achieve or the problem they want to overcome. This means using a template will help you create effective marketing strategies and increase your sales conversion rates.

5. Create a stronger business identity

You and your business want to be known for something. When you are clear on who you want to serve according to your customer profile template, that will ensure you align your company's mission statement, vision, values, and goals.

If you want to improve your marketing campaigns, create a customer profile template first.

Tips for Creating a Customer Profile

A customer profile will help you identify who they are, how they spend their money, what products and services they buy, and why they will choose you over your competitors.

When creating a customer profile, here are a few helpful tips, which you can include in your template.

1. Identify your customer demographics

    Start by identifying their characteristics. This can include:

  • Age
  • Gender
  • Occupation
  • Education level
  • Interests
  • Values
  • Income
2. Determine your customer's wants and needs

    This can include defining:

  • The problems they have.
  • Reasons they may not have solved their problems.
  • The fears they have.
  • Their goals, motivations, or aspirations.
3. Create customer personas

A persona is a fictional character you can use to represent your typical customer. Sometimes, you may have more than one customer profile. In such cases, you can create different personas to represent them. This will help you further define how your customers are different, what their pain points are, and how you can position your products or services to meet their wants and needs.

4. Describe the benefits your customers will receive

Your customer profile should describe the benefits they will receive when they buy your products or services. Most customers want a simple solution, therefore you must position your products and services that way. The clearer you can communicate the benefits, the higher the likelihood they will buy from you.

How to Create a Customer Profile?

Here are the steps you can take to create a customer profile.

    1. Ask questions such as:

  • Who do I want to target?
  • What do I know about them?
  • Where can I go to find out more about them?
  • Why would they want my products or services?

    2. Use online tools to get further details. These can include:

  • LinkedIn, where you search by industry, job title, company size, location, and other criteria.

Google Analytics, where you can see which pages visitors are visiting, how long they stay there, and what keywords they used to find you.

Facebook, where you can learn about your audience through posts, comments, likes, and shares.

    3. Conduct research on your audience. Here are some ways to conduct research:

  • Surveys.
  • Focus groups.
  • Interviews.

4. Analyze your findings by looking for commonalities, trends, and patterns.

These steps will help you develop a better understanding of your customer, which will make it easier to market to them. If you want to create a template from scratch, these are factors to consider.

If others could also benefit from using this client profile template, please share it with them.