Customer Profile Template
Without customers, you don't have a company. But how many of your employees really know what they should about your customers?
Get your team up to speed and give all employees a better understanding of the importance of their work with some info one the companies that you serve:
- Customer type - Big enterprise? SMB? Start-up?:
- Industry - What industry are they in? What do they do?:
- Geography - Where are they located?:
- Mission - What is this customer trying to accomplish?:
- Problem - What problem does your customer solve? How does your product / service impact THEIR customers?:
- Buying rationale - What problem do you solve for your customer?:
- Size & Tenure - How long have they been a customer? How did you win them as a customer? How big of an account are they? How has that evolved over time?:
- Competitors - Who do they compete against? How do they stack up?:
- Department - Who do you interact with at the customer?:
- Risks - What could make this customer leave?:
- Opportunities - What opportunities are there to grow with this customer? Bridge into another department? Offer a new product?:
- Lessons learned - Any other lessons learned? Any cool stories that would help a teammate win a similar deal?:
Start giving your whole team insights and help everyone understand how your company goes to market and serves your customers and watch the new ideas that spurs!