Client Profile Template Page 2
Download a blank fillable Client Profile Template in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Client Profile Template with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
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3Diana’s Ideal Client Profile Template
The Personal Client Profile
Demographic Checklist
Age ____________________________________
Gender ____________________________________
Profession ____________________________________
Education level ____________________________________
Household income level ____________________________________
Marital status ____________________________________
Geographic location ____________________________________
Psychographic Checklist
Conservative or Liberal ____________________________________
Conformist ____________________________________
Environment-friendly ____________________________________
Socially conscious ____________________________________
Power-wielding ____________________________________
Fun-loving ____________________________________
Cutting-edge ____________________________________
Trend follower ____________________________________
Fashion-forward ____________________________________
Family-oriented ____________________________________
How many family members are typically in your customers' households?
________________________________________________________________________
What hobbies and/or sports do your customers enjoy?
________________________________________________________________________
What types of entertainment do they like? (movies, theater, opera, etc.)
________________________________________________________________________
What publications do they subscribe to?
________________________________________________________________________
How else do they enjoy spending their free time?
________________________________________________________________________
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Parent category: Business