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The first pages of the B2C Customer Profile template

B2C Customer Profile

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
November 5, 2026

Every page (7)

Overview

Consumer teams often write personas from assumptions, which leads to messages built on the team's own taste. This template gives you a structure for a shared customer profile: who the customer is, what they are trying to achieve, what they buy and where they look, plus the quote and glossary that keep the team in the buyer's own words. Each page answers a question a marketer, sales rep or product manager asks before they act.

The sample shows a fictional research round for Marlowe Green Collective, a home goods brand selling refillable pantry staples. It draws on 14 interviews and 620 survey responses, and it names five personas, the three largest covering 78% of revenue. Replace the research basis, names, figures and quotes with your own findings before you share the profile with the team.

Useful for

  • A marketing team planning next quarter's email and social content for its three largest buyer groups
  • A sales team preparing for discovery calls with buyers who raise the same objections each week
  • A product team checking whether a new feature fits the goals and daily routines of each persona

What's included

  • Cover page with the research basis, owner and update date
  • Stakeholder map with people, roles and a RACI-style task matrix
  • Motivations page with triggers and the share of buyers citing each
  • Habits scorecard with targets, trends and status for each measure
  • Channel plan with messages, owners and a monthly send calendar
  • Quote and glossary page, plus a guide to replace the sample content

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace Marlowe Green Collective, the sample names and the research figures with your own findings.

  3. 3

    Rename each persona by role and situation, then cut the set to the three or four that drive most revenue.

  4. 4

    Update the scorecard targets, channel plan and quotes from your latest interviews and call recordings.

  5. 5

    Delete the guide page at the end, then share the document with your team or present it at the planning meeting.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are the company, people and numbers real?

No. Marlowe Green Collective, the team members, the 14 interviews, the 620 survey responses, the quotes and the scorecard figures are fictional sample data. Replace them with your own before you share the profile.

How many personas should I keep?

Three to five is usually enough. Keep the personas that cover most of your revenue or pipeline, and merge any that buy for the same reason so the team can remember each one.

Do I need interviews to use it?

Interviews give the most useful answers, and 8 to 20 is a common target. If you have only surveys, say so on the cover page so readers know how much weight to give the personas.

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  • #google-docs-template
  • #ideal-customer-profile
  • #empathy-map
  • #persona-workshop

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