Customer Profiling Techniques and Procedures
Start Date | End Date | Venue | Fees (US $) | ||
---|---|---|---|---|---|
Customer Profiling Techniques and Procedures | 23 Nov 2025 | 27 Nov 2025 | Doha, Qatar | $ 4,500 | Register |

Customer Profiling Techniques and Procedures
Start Date | End Date | Venue | Fees (US $) | |
---|---|---|---|---|
Customer Profiling Techniques and Procedures | 23 Nov 2025 | 27 Nov 2025 | Doha, Qatar | $ 4,500 |
Introduction
This Customer Profiling Techniques & Procedures training course will give you all the essential tools, systems, and procedures you will need to ensure that your service offerings are always perfectly matched to customer needs and expectations. The rise of Social Media, peer-review websites, and price comparison sites has put power firmly in the customer's hands. It is getting more and more complicated for organizations to differentiate themselves and stand out from all the "noise". Customers expect products and services to be perfect for them and are becoming increasingly unforgiving. This workshop will give you proven skills, processes, and tools to profile customers and then match your marketing messages ideally to them.
This training course will highlight:
- The Business Case for Better Client Profiling
- The Economics of Better Profiling
- How to build compelling Value propositions and tailor them precisely
- Understand the various Customer temperament types and how to communicate to them
- How to use a variety of profiling methodologies to successfully segment Customers, be they B2B or B2C, and develop bespoke messages for each
Objectives
- Understand and use proven Customer profiling techniques to segment Client accounts and individuals
- Understand the real, personal meaning of value and how it works with accurate profiling to generate winning strategies
- Understand the psychology of buying and how it differs in different segments
- Use tools and techniques to Profile business and develop separate strategies for each type
- Understand how to create meaningful surveys, that yield significant, actionable data
- How to use proven tools to manage and use Customer information
At the end of this course participants will learn how to:
Training Methodology
This is an interactive course. There will be open question and answer sessions, regular group exercises and activities, videos, case studies, and presentations on best practice. Participants will have the opportunity to share with the facilitator and other participants on what works well and not so well for them, as well as work on issues from their own organizations. The online course is conducted online using MS-Teams/ClickMeeting.
Who Should Attend?
This training course is suitable for a wide range of professionals but will greatly benefit:
- Customer Service Professionals
- Team Leaders & Supervisors
- Administrators
- HR & Training Professionals
- Accounts Personnel
- Sales & Marketing Professionals
- Public Relations Personnel
Course Outline
DAY 1: The Fundamentals of Customer Profiling Techniques and Procedures
- What is Customer Profiling?
- The Business Case for Customer Profiling
- Account Profiling and Strategies Resulting
- The History of Temperament Profiling
- The Myers-Briggs Type Indicator
- DISC Temperament Profiling System
- Customer Personae: How to develop and apply them?
- Understanding the Four Customer Temperament Styles
DAY 2: Customer Segmentation, Data Mining and Market Analysis
- SWOT Analyses
- PESTLE Analyses
- What are the benefits of Customer Segmentation?
- Using Segmentation to Gain Customer Insight and Market Penetration
- Data Mining
- Predictive Modelling
- Customer Lifecycle Management
DAY 3: Communication and Interpersonal Skills Development
- The Mind of the Customer – Why they sometimes just do not “get it”?
- The Importance of Understanding your Customer’s Body Language
- Identifying your Customer’s “Preferred Learning Style”
- Active Listening and Questioning Skills to Improve Communication Effectiveness
- Tips for Giving and Receiving Feedback
- Harnessing the Science of Persuasion
- Building Compelling Value Propositions that Get Results
DAY 4: Creating Wow! - How to use Profiling to create Raving Fans
- Moments of Truth
- WOW Factor: Customer “touch points”
- Mapping the Customer Journey
- Motivating Internal and External Customers
- The Benefits of Measuring and Monitoring Customer Satisfaction
- Best Practices for Creating a Customer Satisfaction Survey
DAY 5: Execution and Continuous Improvement
- Kaizen: The Japanese Art of Continuous Improvement
- Tools and techniques to manage Continuous Improvement
- Goal Setting
- Implementation Steps
- Taking the Team Along with You
- “My first three actions will be…”