An Interactive 5-Day Training Course

Customer Profiling Techniques & Procedures

Creating and Executing World-Class Customer Experiences

Customer Profiling Techniques & Procedures

Course Overview

This GLOMACS Customer Profiling Techniques & Procedures training course will give you all the essential tools, systems, and procedures you will need to ensure that your service offerings are always perfectly matched to customer needs and expectations.

The rise of Social Media, peer-review websites, and price comparison sites have put power firmly in the customer's hands.  It is getting more and more complicated for organisations to differentiate themselves and stand out from all the "noise".  Customers expect products and services to be perfect for them and are becoming increasingly unforgiving.  This workshop will give you proven skills, processes and tools to profile customers and then match your marketing messages ideally to them.

This GLOMACS training course will highlight:

  • The Business Case for Better Client Profiling
  • The Economics of Better Profiling
  • How to build compelling Value propositions and tailor them precisely
  • Understand the various Customer temperament types and how to communicate to them
  • How to use a variety of profiling methodologies to successfully segment Customers, be they B2B or B2C and develop bespoke messages for each

Training Objectives

By the end of this GLOMACS training course, the participants will be able to:

  • Understand and use proven Customer profiling techniques to segment Client accounts and individuals
  • Understand the real, personal meaning of value and how it works with accurate profiling to generate winning strategies
  • Understand the psychology of buying and how it differs in different segments
  • Use tools and techniques to Profile business and develop separate strategies for each type
  • Understand how to create meaningful surveys, that yield significant, actionable data
  • How to use proven tools to manage and use Customer information

Who should Attend?

This GLOMACS training course is suitable to a wide range of professionals but will greatly benefit:

  • Customer Service Professionals
  • Team Leaders & Supervisors
  • Administrators
  • HR & Training Professionals
  • Accounts Personnel
  • Sales & Marketing Professionals
  • Public Relations Personnel

About Saudi Glomacs

At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.

With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.

Training Outline

DAY 1: The Fundamentals of Customer Profiling Techniques and Procedures 
  • What is Customer Profiling?
  • The Business Case for Customer Profiling
  • Account Profiling and Strategies Resulting
  • The History of Temperament Profiling
  • The Myers-Briggs Type Indicator
  • DISC Temperament Profiling System
  • Customer Personae: How to develop and apply them?
  • Understanding the Four Customer Temperament Styles
DAY 2: Customer Segmentation, Data Mining and Market Analysis
  • SWOT Analyses
  • PESTLE Analyses
  • What are the benefits of Customer Segmentation?
  • Using Segmentation to Gain Customer Insight and Market Penetration
  • Data Mining
  • Predictive Modelling
  • Customer Lifecycle Management 
DAY 3: Communication and Interpersonal Skills Development 
  • The Mind of the Customer – Why they sometimes just do not “get it”?
  • The Importance of Understanding your Customer’s Body Language
  • Identifying your Customer’s “Preferred Learning Style”
  • Active Listening and Questioning Skills to Improve Communication Effectiveness
  • Tips for Giving and Receiving Feedback
  • Harnessing the Science of Persuasion
  • Building Compelling Value Propositions that Get Results
DAY 4: Creating Wow! - How to use Profiling to create Raving Fans 
  • Moments of Truth
  • WOW Factor: Customer “touch points”
  • Mapping the Customer Journey
  • Motivating Internal and External Customers
  • The Benefits of Measuring and Monitoring Customer Satisfaction
  • Best Practices for Creating a Customer Satisfaction Survey
DAY 5: Execution and Continuous Improvement
  • Kaizen: The Japanese Art of Continuous Improvement
  • Tools and techniques to manage Continuous Improvement
  • Goal Setting
  • Implementation Steps
  • Taking the Team Along with You
  • “My first three actions will be…”
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
  • Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Accreditation

GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.

Providers and Associations

Oxford Management Centre
Oxford Management Centre
PetroKnowledge
PetroKnowledge
GLOBAL GLOMACS - logo

Sessions in international locations

Venue: Dubai - UAE
Fee: US $5,950
Date: 07-11 Jul 2025
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Venue: London - UK
Fee: US $5,950
Date: 15-19 Dec 2025
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Venue: Dubai - UAE
Fee: US $5,950
Date: 06-10 Jul 2026
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Venue: London - UK
Fee: US $5,950
Date: 14-18 Dec 2026
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