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Demographics (who they are)
                                                             Age                    28

                                                             Income                 $45,000/year
         Customer Profile #1 - End User
                                                             Work Experience        5 years in Marketing

                                                                                     Psychographics (how they think)
Prototype - Kelly Lawson, Marketing Manager, Acme Software
                                                             Education              University or College Degree in Business

                                                             Decision Making        Make decisions quickly because they are so busy with day-to-day operations

                                                             Likes & Dislikes       Like being active and busy, dislike pushy salespeople and complex software

                                                                                          Behavioral (what they do)
                                                             Media Consumption      Read online daily, have far too many email newsletter subscriptions

                                                             Habits & Skills        Excellent project managers and skilled at working with outside agencies

                                                             Research Methods       Typically get information from reading reviews onilne or talking to peers

                                                                                    Environment (where they operate)
                                                             Technology Landscape   Uses Microsoft Office but I/T manager makes it difficult to buy new software

                                                             Buying Power           Has sign-off authority for purchases under $1,000

                                                             Purchasing Process     Reviews products, discusses with team and makes purchase with credit card
Demographics (who they are)
                                              Age                    56

                                              Income                 $125,000 per year
Customer Profile #2 - Economic Buyer
                                              Work Experience        20 years in Finance, 5 years in Management

                                                                      Psychographics (how they think)
  Prototype - John Snow, CFO, Acme Software
                                              Education              MBA in Finance, Chartered Accountant (CA)

                                              Decision Making        Methodical, analytical and always based on a solid ROI analysis

                                              Likes & Dislikes       Likes when managers present a professional business case in financial terms

                                                                           Behavioral (what they do)
                                              Media Consumption      Reads Wall Street Journal daily, has subscription to The Economist

                                              Habits & Skills        Excellent management accounting skills for making good business decisions

                                              Research Methods       Talks to other CFOs about vendors and best practices, reads Analyst reports

                                                                     Environment (where they operate)
                                              Technology Landscape   Very proficient in Excel but spends most time in Financial Reporting system

                                              Buying Power           Can authorize purchases up to $20,000 before requiring approval from CEO

                                              Purchasing Process     Business case submitted, ROI analysis, negotiation with vendors, PO, Invoice
Demographics (who they are)
                                                          Age                    36

                                                          Income                 $75,000 per year
  Customer Profile #3 - Technical Buyer
                                                          Work Experience        10 years in Information Technology

                                                                                  Psychographics (how they think)
Prototype - Paul Goldstein, I/T Director, Acme Software
                                                          Education              University Degree in Computer Science

                                                          Decision Making        Doesn't like to make decisions quickly

                                                          Likes & Dislikes       Dislikes end users who violate security policies

                                                                                       Behavioral (what they do)
                                                          Media Consumption      Online forums with techies, virtual conferences, technology analyst reports

                                                          Habits & Skills        Very organized and tech savvy, not the best communicator

                                                          Research Methods       Posts questions on forums, reads whitepapers, contacts reference clients

                                                                                 Environment (where they operate)
                                                          Technology Landscape   Runs the datacenter and network for the business

                                                          Buying Power           Can authorize purchases up to $5,000 before requiring approval from CFO
                                                                                 Identifies trends, researches solutions, requirements, vendors demos,
                                                          Purchasing Process
                                                                                 contracts
Customer Profile Template

   Demographic (who they are)                Psychographic (how they think)                   Behavioural (what they do)                Environment (where they are)

       B2B                   B2C                      B2B                 B2C                    B2B                  B2C                    B2B                  B2C
Annual Revenue        Age                   Resistance to Change   Brand Preferences      Website Visits        Purchase History      Technology           Country of Residence

# Employees           Income                Market Focused         Price Sensitivity      Response to Marketing Where they shop       Purchasing Power     Political Climate

Industry              Marital Status        Open-Minded/Rigid      Conservative/Liberal   Purchasing Methods    Store preferences     Management Style     Currency

# Locations           Education             Decision Process       Enviro-Friendly        Memberships           Memberships           Purchasing Process   Payment Methods

Years in Business     Family Size           Early Adopter          Hobbies                Internet Usage        Internet Usage        Purchasing Power     Shipping & Receiving

Markets Served        Gender                Growth vs. Static      Lifestyle              Collateral Consumed   Impulsiveness         Business Culture     Languages Spoken

Products/Service      Geographic Location   Tech Sophistication    Information Sources    Media Consumption

Job Title             Social Circles        Professionalism        Service Preference     Habits & Skills

Level of Experience   Occupation            Require Referrals      Buy based on trends    Research Methods

                                            Awareness of options   Spontaneous

                                            Risk Aversion          Influenced by peers

                                            Loyalty                Relationships

                                            Likes & Dislikes

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Customer Profile Template

  • 1. Demographics (who they are) Age 28 Income $45,000/year Customer Profile #1 - End User Work Experience 5 years in Marketing Psychographics (how they think) Prototype - Kelly Lawson, Marketing Manager, Acme Software Education University or College Degree in Business Decision Making Make decisions quickly because they are so busy with day-to-day operations Likes & Dislikes Like being active and busy, dislike pushy salespeople and complex software Behavioral (what they do) Media Consumption Read online daily, have far too many email newsletter subscriptions Habits & Skills Excellent project managers and skilled at working with outside agencies Research Methods Typically get information from reading reviews onilne or talking to peers Environment (where they operate) Technology Landscape Uses Microsoft Office but I/T manager makes it difficult to buy new software Buying Power Has sign-off authority for purchases under $1,000 Purchasing Process Reviews products, discusses with team and makes purchase with credit card
  • 2. Demographics (who they are) Age 56 Income $125,000 per year Customer Profile #2 - Economic Buyer Work Experience 20 years in Finance, 5 years in Management Psychographics (how they think) Prototype - John Snow, CFO, Acme Software Education MBA in Finance, Chartered Accountant (CA) Decision Making Methodical, analytical and always based on a solid ROI analysis Likes & Dislikes Likes when managers present a professional business case in financial terms Behavioral (what they do) Media Consumption Reads Wall Street Journal daily, has subscription to The Economist Habits & Skills Excellent management accounting skills for making good business decisions Research Methods Talks to other CFOs about vendors and best practices, reads Analyst reports Environment (where they operate) Technology Landscape Very proficient in Excel but spends most time in Financial Reporting system Buying Power Can authorize purchases up to $20,000 before requiring approval from CEO Purchasing Process Business case submitted, ROI analysis, negotiation with vendors, PO, Invoice
  • 3. Demographics (who they are) Age 36 Income $75,000 per year Customer Profile #3 - Technical Buyer Work Experience 10 years in Information Technology Psychographics (how they think) Prototype - Paul Goldstein, I/T Director, Acme Software Education University Degree in Computer Science Decision Making Doesn't like to make decisions quickly Likes & Dislikes Dislikes end users who violate security policies Behavioral (what they do) Media Consumption Online forums with techies, virtual conferences, technology analyst reports Habits & Skills Very organized and tech savvy, not the best communicator Research Methods Posts questions on forums, reads whitepapers, contacts reference clients Environment (where they operate) Technology Landscape Runs the datacenter and network for the business Buying Power Can authorize purchases up to $5,000 before requiring approval from CFO Identifies trends, researches solutions, requirements, vendors demos, Purchasing Process contracts
  • 4. Customer Profile Template Demographic (who they are) Psychographic (how they think) Behavioural (what they do) Environment (where they are) B2B B2C B2B B2C B2B B2C B2B B2C Annual Revenue Age Resistance to Change Brand Preferences Website Visits Purchase History Technology Country of Residence # Employees Income Market Focused Price Sensitivity Response to Marketing Where they shop Purchasing Power Political Climate Industry Marital Status Open-Minded/Rigid Conservative/Liberal Purchasing Methods Store preferences Management Style Currency # Locations Education Decision Process Enviro-Friendly Memberships Memberships Purchasing Process Payment Methods Years in Business Family Size Early Adopter Hobbies Internet Usage Internet Usage Purchasing Power Shipping & Receiving Markets Served Gender Growth vs. Static Lifestyle Collateral Consumed Impulsiveness Business Culture Languages Spoken Products/Service Geographic Location Tech Sophistication Information Sources Media Consumption Job Title Social Circles Professionalism Service Preference Habits & Skills Level of Experience Occupation Require Referrals Buy based on trends Research Methods Awareness of options Spontaneous Risk Aversion Influenced by peers Loyalty Relationships Likes & Dislikes