How to Create a Customer Profile to Find Out Who Your Real Customers Are

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Stop telling people why they need your product, and start finding out who you’re actually dealing with. A clear customer profile makes every piece of marketing you produce sharper and more likely to convert.

Why a customer profile matters

Knowing your customer’s profile in detail, their pains, frustrations and behaviour, shapes what you sell, how you sell it, and the strategy you use to keep the business relevant and scalable. Marketing built without this clarity tends to speak to everyone and connect with no one.

How to gather the data

  • Use platform-level audience tools. Facebook and other social platforms provide audience insight tools showing demographics and interests among people already connected to your brand.
  • Ask directly. Interview existing customers, or survey them, about what they tried before finding you, what they’d pay for your solution, and why they ultimately bought from you rather than a competitor.
  • Buy research if you need to. Media agencies and consumer research providers can supplement what you gather yourself.

The key elements to capture

Age, gender, location, interests, behaviours and job titles form the baseline. For an existing business, direct customer feedback, including from people who requested a quote but never bought, often reveals more than demographic data alone.

How many profiles do you actually need?

Most brands need no more than two or three profiles. Talking to everyone at once tends to mean connecting with no one. A B2B customer profile and a B2C one are rarely the same, so don’t force them into a single description.

Mistakes to avoid

Never guess a profile, and never assume you already know it without backing the assumption with real data. A profile you feel confident about isn’t the same as a profile you’ve actually verified.

When to update it

Revisit your customer profile as part of any strategy review, whenever your product or service offering changes, and at minimum once a year even if nothing else has changed, since customer behaviour shifts even when your business doesn’t.

Frequently asked questions

What’s the fastest way to build a customer profile for a new business?

Start with a platform’s built-in audience insight tools, then supplement with direct interviews of your earliest customers once you have a handful.

How many customer profiles should a small business maintain?

Generally two or three at most. More than that tends to dilute your marketing rather than sharpen it.

Should I update my customer profile even if my business hasn’t changed?

Yes, ideally once a year, since customer behaviour and expectations shift independently of your own offering.

Is guessing a customer profile based on gut feel ever acceptable?

No. A profile not backed by real data or direct customer feedback is a guess, not a profile, and risks misdirecting your entire marketing strategy.

Marketing to someone specific

The clearer your customer profile, the less your marketing has to work to land. Build it from real data, revisit it regularly, and resist the urge to speak to everyone at once.

Originally published in July 2019. Updated September 2026 to tighten this customer-profiling guidance into a clearer, more actionable form. The underlying approach is durable and not tied to any specific marketing platform.

Tshepho Joel - author photo

Edited by
Tshepho Joel

Tshepho Joel is an experienced digital strategist with a proven track record of lifting user retention, leads, and revenue. Drawing on a robust background in performance marketing, he brings a data-driven, results-first eye to his work. Above all, he is dedicated to helping South African entrepreneurs start, fund, and grow their businesses.

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