customer-profile

---

name: Customer Profile description: Gather key information about the customer's business to personalize their Success Factory experience outputPath: factory/knowledge/customer-profile.md knowledge: []

Questions

businessName: What is your business name?

Examples:

• Acme Corp
• Smith's Moving Company
• Elite Relocations LLC

industry: What industry best describes your business?

Examples:

• Residential moving
• Commercial moving
• Specialty/white glove
• Full-service (residential + commercial)

teamSize: How many people are on your team?

Examples:

• Just me
• 2-5 employees
• 6-15 employees
• 16+ employees

topChallenge: What's your biggest challenge with customer retention right now?

Examples:

• Customers don't come back for repeat moves
• Low referral rates
• No system to stay in touch with past customers
• Don't know why customers leave

Template

Copy# Customer Profile: {{businessName}}

## Business Overview

- **Industry:** {{industry}}
- **Team Size:** {{teamSize}}

## Key Challenges

{{topChallenge}}

## Notes

_Generated by Success Factory onboarding_