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Research Service 01

Customer Profiling

Engagement type
Discovery & ICP Research
Typical timeline
4–8 weeks
The problem

You know your customers. But is that feeling evidence-based?

Most small businesses have a good feel for their customers. They are often like them, or closely connected to the product they have built. They may speak to them all the time. They may even have a lot of data — what they bought, when they churned, how they found you.

What can sometimes be missing is a coherent, evidence-based, shared understanding of who those customers actually are — particularly as businesses grow and the distance between founders and end users increases. All businesses benefit from understanding what drives customer decisions, what they are trying to achieve, and what makes them stay or leave.

The result can be a business where sales, marketing and product are all targeting slightly different versions of the same customer — or worse, working from an inaccurate or outdated view. Resources get split. Messages don’t land. The product gets pulled in conflicting directions.

Customer Profiling closes that gap. It builds an evidence-based picture of your ideal customer — not from assumptions, but from research — and gives your whole business something to align around.

How it works

The approach — adapted to your context

Every engagement is shaped around your specific questions, constraints and what you already know. The steps below represent the full picture — the actual scope is agreed before anything starts.

1
Desk research
Understanding your context, category and existing data before speaking to a single customer. This shapes everything that follows and avoids asking questions you already know the answers to.
2
In-depth customer interviews
Around 15–25 interviews — with current customers, lapsed customers and prospects — to build a rich, reliable picture of motivations, behaviours and what value actually means to different people. The number depends on the complexity of what emerges.
3
Identify segments
Finding meaningful clusters in the findings — going beyond demographics to identify the behavioural and attitudinal patterns that actually predict fit, value and retention.
4
Size the segments
Survey validation where needed to confirm qualitative findings reflect real proportions in your customer base — and to understand how large each opportunity actually is.
5
Workshops & stakeholder buy-in
Collaborative sessions woven throughout the process — not just presented at the end. Involving your team in analysis and sense-checking builds genuine shared ownership, so the work changes behaviour rather than sitting in a deck.
Deliverables

Typical outputs

Validated Ideal Customer Profiles with behavioural depth
Segmentation framework your whole business can use
Customer journey map — where you win, lose and frustrate
Strategic recommendations tied to your business questions
Workshop-ready materials for internal alignment
Let's
talk.

Tell us what you're wrestling with — we'll figure out together whether we can help. No commitment, no pitch.

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