Practical Application: Creating & Analyzing a Customer Profile

Instructor: Yuanxin (Amy) Yang Alcocer

Amy has a master's degree in secondary education and has taught math at a public charter high school.

Use these questions as an aid or guide to creating a customer profile. Then use the strategies in this practical application to analyze the customer profile.

A Customer Profile

If you're running a business that relies on customers, it's important to know who those customers are and details about their preferences. This way, you can better cater to them, create more customers, and anticipate their needs.

The lesson What is a Customer Profile? - Definition & Examples defines a customer profile as a customer information tracking tool that helps businesses make decisions. A customer profile includes information such as age, gender, and even the income of the customer. It also profiles the behaviors of a customer such as what activities the customer typically does in a typical day.

For example, a customer profile for Sarah might say that she wakes up at 5 am, prepares her own coffee, then goes out for a run around the neighborhood. Then Sarah stops in to the local bagel shop for a breakfast of a lox bagel with cream cheese.

After that, Sarah makes her way to work where she stays until 6 pm when she usually goes straight home. She cooks at home and then she'll spend the night relaxing and watching her favorite reruns. She also uses Instagram and Pinterest at night too while watching TV. She might make an online purchase or two while she's browsing.

This customer profile for Sarah can be used for all other customers that are like Sarah. So while a customer profile is pretty specific and detailed, it is used for a group of customers with similar profiles and habits. A bagel shop can use this Sarah profile to better serve other busy Sarah's in its locality by offering fresh and ready lox bagels with cream cheese in the morning.

Questions to Ask

To make a useful and detailed customer profile, ask the following questions.

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