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Customer Profiling Techniques & Procedures

An Intensive 5-Day Training Course

Customer Profiling Techniques & Procedures

Creating and Executing World-Class Customer Experiences

Scheduled Dates

01 - 05 Jul 2024 Dubai - UAE $5,950
09 - 13 Dec 2024 London - UK $5,950
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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 One: 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 Two: 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 Three: 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 Four: 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 Five: 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…”


  • On successful completion of this training course, a PetroKnowledge Certificate will be awarded to the delegates

In Association With

GLOMACS Training

Our collaboration with GLOMACS aims to provide the best training services and benefits for our valued clients

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Oxford Management Centre

Our collaboration with Oxford Management Centre aims to provide the best training services and benefits for our valued clients.

Visit Website ›

Frequently Asked Questions

How can I register for a training course?

  • To register online through our website, please click “Enroll Now” on the course page, complete and submit the form. A confirmation e-mail and instructions will be sent to the participant’s e-mail.
  • You may also get in touch with our Registration Team on
    +971 50 981 7386 | +971 2 557 7389 or send an email to

When and how do I arrange payments?

  • Payments can be made in USD or UAE local currency AED (Arab Emirates Dirhams) either by Bank Transfer or by Credit Card. Our Bank Account details will be provided on the invoice.
  • Course fees are payable upon booking unless a valid, authorized Purchase Order is provided and accepted.
  • Invoices will be sent via email/courier to the ID/name and address provided.
  • The course fee shall be settled prior to course start date. Corporate payments with existing payment policy shall be relayed to us in advance.

When should I expect to receive confirmation of registration?

Upon successful registration online, enrolment on the respective training course will be confirmed by Registration Team by e-mail along with the invoice and joining instruction.

Is there a discount for more than one registrant/course?

For corporate fees and group registration, please send your query to

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© 2024. Material published by PetroKnowledge shown here is copyrighted.

All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

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