Template: StepByStep Toolkit for Creating Profiles of Your Best Prospects

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Prospect and customer profiling will help every aspect of your business, from sales and marketing messaging to delivering stellar customer service. Understanding your best customers will empower your staff to better connect with customers in every way. And it all begins with a quality analysis of who your customers are, what their needs are, and how you can reach them in the best way. Whether you sell to consumers or business professionals, this webinar can focus your time and money in the best possible way for sales and marketing success.

Order this do-it-yourself competitive positioning template StepByStep Toolkit for Creating Profiles of Your Best Prospects. With your order, you’ll immediately receive the Excel templates for identifying potential new customers for just $47.


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This excel template was created by sales and marketing expert Diana Pohly — and you’ll be guided each step of the way through the following process:

STEP 1. Describe the Buying Process for Your Product or Service. With 4 easy steps, you’ll outline the who, why, when, and where of your customers’ buying process.

STEP 2. Describe Who Buys Your Product/Service. Whether you have one major product or service … or as many as 16 that serve different customer segments … this next step will guide you in describing key characteristics and traits of your typical buyers.

STEP 3. Create a “Needs Profile” of Your Typical Customer. Once you’ve identified the buying process and pin-pointed your buyers’ traits and characteristics for each customer segment you are targeting, you can build a clear set of needs and desires against which you can develop strong brand messaging. Profiling the emotional aspects of your customers’ thought processes is just as important as knowing their demographic characteristics.

When you order this customer profiling template, you’ll be on your way to maximizing the power of your competitive advantage. Act now and order the StepByStep Toolkit for Creating Profiles of Your Best Prospects..

To your success,

Diana Pohly
President, The Pohly Company
Founder, StepByStep Sales & Marketing for Small Business

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