Customer Profiling Techniques & Procedures Training Course

Scheduled Dates

Classroom

06 - 10 Jul 2026

Dubai - UAE

$5,950

14 - 18 Dec 2026

London - UK

$5,950

05 - 09 Jul 2027

Dubai - UAE

$5,950

13 - 17 Dec 2027

London - UK

$5,950

Why Choose this Training Course?

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 have put power firmly in the customer's hands. It is getting more and more complicated for organisations 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

What are the Goals?

By the end of this training course, the participants will be able to:

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

Who is this Training Course for?

This training course is suitable to 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

How will this Training Course be Presented?

This Customer Profiling Techniques & Procedures training course is highly-interactive and encourages delegate participation through a combination of lectures, group discussion, practical exercise, case studies, and breakout session designed to reinforce new skills. This comprehensive training course manual has been designed to be practical, easy to use and facilitate learning. Delegates will gain the skills and motivation they need to create long-lasting change.

Organisational Impact

Impact on the organisation from the participants in attending this Customer Profiling Techniques & Procedures training course includes the following benefits:

Improvements in Customer Retention (critical for-profit generation)
Improvements in Customer Satisfaction and Corporate Reputation
Improved effectiveness and efficiencies in Marketing efforts and expenditure
Improved differentiation, of products / services and corporate standing in the marketplace and the wider community
Improved professional image and brand recognition
Enhanced inter/intra departmental communication effectiveness

Personal Impact

Attending this training course will confer several professional and personal benefits to its participants, not least:

Learn proven techniques for segmenting customers and accounts
Learn how to generate, sustain and capture Value
Learn vital skills for commercial effectiveness
Develop customer insights that bring results
Learn how to negotiate properly and effectively manage disputes
Place yourself at the centre of your organisations marketing philosophies

Daily Agenda

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…”

Certificate

On successful completion of this Training Course / Online Training Course, a PetroKnowledge Certificate / E-Certificate will be awarded to the delegates.

In Association With

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Would an alternative date be more suitable?

We offer a variety of tailored training options, customized to meet your organisation's needs. Delivered anytime, anywhere, we make it easy to bring expert training directly to your team.

Related Categories

Management, Strategy & Leadership

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An Interactive 5-Day Training Course

Customer Profiling Techniques & Procedures

Creating and Executing World-Class Customer Experiences