An Intensive 5-day Training Course
Customer Profiling Techniques & Procedures
Creating and Executing World-Class Customer Experiences
Scheduled Dates
Classroom
| 15 - 19 Dec 2025 | London - UK | $5,950 | RESERVE A SEAT |
| 06 - 10 Jul 2026 | Dubai - UAE | $5,950 | RESERVE A SEAT |
| 14 - 18 Dec 2026 | London - UK | $5,950 | RESERVE A SEAT |
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.
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…”
Certificate
- On successful completion of this Training Course / Online Training Course, a PetroKnowledge Certificate / E-Certificate will be awarded to the delegates.
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Frequently Asked Questions
PetroKnowledge is a globally recognized provider of training courses for oil and gas professionals, offering a wide range of specialized training courses designed to enhance knowledge, skills, and expertise in the energy sector. With courses tailored to meet the evolving demands of the oil and gas industry, PetroKnowledge helps professionals stay up-to-date with industry standards, technological advancements, and best practices.
Our courses are specifically developed for professionals in the oil and gas industry, including engineers, technical staff, managers, and other specialists looking to advance their careers. Whether you’re a seasoned expert or new to the sector, our training for oil and gas professionals is suited to individuals at all stages of their professional journey.
PetroKnowledge offers flexible learning solutions with both online courses and in-person training options. Online courses for oil and gas professionals provide the flexibility to learn from anywhere, while in-person courses offer a hands-on, interactive learning environment. Each training course page provides detailed information on the delivery format, allowing you to choose the option that best meets your learning style and schedule
Yes, PetroKnowledge offers customized in-house training solutions for organizations looking to upskill their teams. We work closely with companies to design bespoke training courses for oil and gas professionals that address specific challenges and objectives. Whether you need on-site training or online solutions, we can tailor the training courses to suit your organization’s needs.
Certain advanced training courses for oil and gas professionals may require prior experience or technical knowledge. These prerequisites ensure that participants can fully benefit from the course content. We recommend reviewing the course description on the relevant page to determine if any prerequisites apply to your selected course.
Enrolling in one of our training courses for oil and gas professionals is simple and convenient. Navigate to the specific course page, click “Enroll Now,” and complete the registration form. You will receive a confirmation email with further details on how to proceed.
You may also get in touch with our Registration Team on
+971 50 981 7386 | +971 2 557 7389 or send an email to [email protected]
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.
Yes, upon successful completion of our courses for professionals in the oil and gas industry, you will receive an industry-recognized certificate from PetroKnowledge. This certification is designed to validate your skills and knowledge and can significantly enhance your professional credentials, boosting your career prospects in the competitive oil and gas sector.
Pre-Course Cancellation
Our refund and cancellation policy varies depending on the course and circumstances. Generally, cancellations made at least 21 days before the training are eligible for a refund, less any administrative fees.
Refund Policy Disclaimer
All course bookings made through PetroKnowledge are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.
PetroKnowledge reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.
If you have any specific inquiries about the cancellation or refund, don’t hesitate to contact our support team, who can assist with your booking and cancellation queries.
For corporate fees and group registration, please send your query to [email protected].
