Customer Profile Template

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Customer Profile Template

Date: {{date}}

Prepared by: {{preparer_name}}

Customer ID: {{customer_id}}

I. General Customer Information

Company/Individual Name: {{customer_legal_name}}

Trading Name (if different): {{customer_trading_name}}

Contact Person: {{contact_person_name}}

Title: {{contact_person_title}}

Phone: {{contact_person_phone}}

Email: {{contact_person_email}}

Physical Address: {{customer_physical_address}}

Postal Address: {{customer_postal_address}}

Website/Social Media Link: {{customer_website}}

Industry/Sector: {{customer_industry}}

Business Registration Number: {{customer_reg_number}}

VAT Number (if applicable): {{customer_vat_number}}

II. Business Overview (for Companies/Organisations)

Type of Business (e.g., Sole Proprietor, Pty Ltd): {{business_type}}

Number of Employees: {{number_of_employees}}

Years in Business: {{years_in_business}}

Key Products/Services Offered: {{customer_products_services}}

Main Markets Served: {{customer_main_markets}}

Annual Turnover (estimate): {{annual_turnover}}

III. Customer Needs and Preferences

Primary Needs/Challenges this customer faces: {{customer_primary_needs}}

What solutions/products are they currently using (competitors)? {{current_solutions}}

What are their key buying criteria (e.g., price, quality, service, speed)? {{buying_criteria}}

Desired outcomes/benefits from our products/services: {{desired_outcomes}}

Preferred communication channels: {{preferred_communication}}

Important considerations for doing business with us: {{important_considerations}}

IV. Engagement History

Date of First Contact: {{first_contact_date}}

Lead Source: {{lead_source}}

Previous Purchases/Enquiries (Date & Details): {{previous_purchases}}

Key Interactions/Meetings (Date & Notes): {{key_interactions}}

Current Status (e.g., Prospect, Active Client, Dormant): {{current_status}}

V. Special Notes & Risks

Any specific requirements or instructions: {{special_requirements}}

Potential risks or concerns (e.g., credit risk, compliance issues): {{potential_risks}}

Referral Source (if applicable): {{referral_source_name}}

Internal Team Members involved: {{internal_team_members}}

VI. Signature Block

___________________________

Prepared By (Name & Title)

Date: {{signature_date}}