PACKROSE ASSOCIATES

TRAINING

CUSTOMER PROFILING TECHNIQUES & PROCEDURES

Designed for learning. Built for impact.

Objective:

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

Content:

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

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

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

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

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…”

For Whom:

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