Professional Documents
Culture Documents
1- Mr. Adil
By developing client profile we get complete details about him i.e. understand who your ideal customer
is, age gender, income, personality type, preferences, behavior. By Client profile we get complete data
and we can use it as Client History. Also gain additional insight into what made them select your
business over others Formally or informally ask:
How did you originally find our company before contacting us?
Why did you originally buy from our company?
Why do you continue to buy from our company?
What do we do that others don’t?
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2- Billal Abbasi
Profiling the Customers, Define your customers with the following criteria:
Demographics – their age, gender, income, etc.
Psychographics – their personality type, preferences, etc.
Behavior – their similar likes and dislikes, sports, hobbies, etc.
B2B companies should also note characteristics of your ideal businesses to work with, including:
# of employees
Revenue
Geographic scope
Type of business
Decision-making
Budget
Understand Their Purchasing Process, Review the needs and benefits that make your customers
buy your service.
Tip: Keeping and updating records regularly in a more effective central record of customer details (at
Least famous corporate clients) makes easier to identify and resolve any problems and speeds up
bookings. Better access to information helps us deal with customers more quickly. (comply with data
protection rules)
Tip: Profiling existing customers also makes it easier to find new ones. You can look for similar
prospects, and sell to them in a similar way.
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7- Haroon
2. Profiling
2.1. First Look
2.1.1. Look at the client directly with confidence – Eye contact is of foremost importance. The ability
to make good eye contact is a social skill that can earn you lot of money all along with success. I always
maintain a very strong eye contact with guests & clients as this makes one look dominant, powerful and
confident. Would you believe, nowadays working ladies have a more skilled, effective and competent
eye contact as compared to gents. I am of the view that constant eye contact improves the quality of
interaction
2.1.2. Confidence can be shown by how you stand and Greet and welcome the clients. You have to
make your visitors / customers special therefore it’s vital for us to stand up and greet them with a smile.
I never make the customer feel that they are just a part of my commission making scheme. I make them
feel like a class fellow and the first thing I ask them is their name. People love to hear their names. Once
you start calling them by their names your relationship will become deeper & stronger. And, Please
don’t call them the usual good old boring “SIR”
2.1.3. Greet the client and welcome the client.
2.1.4. Greeting the client in a way that you “break the Ice “between you and your client. Never get
straight to business. Have a chit chat about traffic, weather, a bit of Political scene, sports, stock
exchange, movies etc. By doing this your lead will mature almost by 50%
2.1.5. Informal discussion can really help. As mentioned above
2.1.6. Make the client feel at ease. Offer him tea, coffee, cigarettes, juice, biscuits.
2.1.7. Assess the clients (profiling)
2.1.7.1.1. General Character (categorized as follow ;)
2.1.7.1.1.1. When customers recognize that your venue and staff have a friendly environment that makes
them feel special, significant, respected, and gives them a sense of belonging, expect these customers
always wanting to come back to your venue
All clients are not a piece of cake. We all come across bad clients as well. A bad client doesn’t necessarily
mean the one who takes ages to pay but sometimes a bad client can be the one who creates
unnecessary problems. Therefore we should take note of the early warning signs from day one. For
instance, when I suspect the client to be tricky, I always write against his name “Be Careful of this Guy”
Last but not the least. A person who walks into your office for the first time is a stranger, therefore we
are spending more efforts with strangers to create an impression that will ultimately turn them into a
prospect client or even a friend.
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8- Raheel
Profiling
Is the act or process of assessing information about a person or a client based on known traits or
tendencies?
So in my opinion generally following is a great structure for our profiling process and we can divide this
basically in four sections. Or F.A.A.P can be its abbreviation! As it is a process and a sequential process it
should not be in any other sequence.
Please understand we cannot write or attempt to write all FAQs in our profiling in fact we should
compile another document where all possible FAQs can be stated with precise answer for all to learn.
We must define and categorize personas of our client more accurately hence more discussion needs to
go in that. These personas are usually based on combination of (G.F.A) General Character, Financial
Status and Aesthetic sense and past history of the client and his events. As we have no system of
persona creation hence we cannot record clients profile also and cannot develop products based on
specific profiles.
A. First Look & welcome
1. Look at the client directly with confidence
2. Confidence can be shown by how you stand and Greet and welcome the clients.
3. Greet the client and welcome the client.
4. Greeting the client in a way that you “break the Ice “between you and your client.
5. Informal discussion can really help.
6. Make the client feel at ease.
B. Assessment of the clients
1. General Character (categorized as follow)
i. Exciting (A client with great repute, or with previous good record, and with great Potential.)
ii. Great (A client with Ok repute, or with ok Previous record, and ok Potential)
iii. Careful (A client with no repute, or with no record and ok Potential)
iv. Difficult (A client with OK or No repute, and/or with record or no record but is very demanding and
entrust worthy, and with Great or Ok Potential)
2. Financial Status. (by their appearance, or by informal conversation)
i. Low Medium (Just basics, no third Party, keep less involvement)
ii. Medium (Basic Menu upgrade, no third party, Keep minimum involvement)
iii. Medium-up (upgraded Menu, involve third Party, Keep medium Involvement)
iv. Up-scale (Give complete solution)
3. Aesthetic Sense. (Aesthetic Sense can be assessed by following)
i. What the client is wearing
ii. what color the bride and groom are wearing
iii. What are their choices as per the event?
C. Assessment of Scope of Event.
1. Ask the client three basic questions i.e.
2. How many guests are you expecting?
3. What Type of the event it is?
4. Where is the location of the event?
D. Pitch Assessment & planning
Then we need to ask following questions; off-course keeping relevant profile in mind;
what can I offer the client e.g. menu, setup etc....(i.e. what is available on the date)?
what value added can I add to make more money (that can be in food, service or in setup)
What external value added service can we involve to make the event special.
How can I make my offer unique?
9-Masoom:
To Me... Profiling means to observe carefully and assess ---- their Age, Income and to assess
personality & Preferences, etc.
Age.. will determine your dialogue with an older person will be different than a younger client.
Personality.. may only be determined if you can maintain a dialogue with your client, and observe his
body language, is your client comfortable with you and absorbs your pitch and revert backs either politely
or carelessly. Is he focused? Or is he shopping within his mind somewhere else?
References given in SOP, a & b doesn't make sense. First look is the initial step towards profiling. It is
only through the eye contact you start processing your profiling.
Also iii & part c are linked together. Aesthetic sense of the client will automatically come out when he or
she describes their event.