Customer Details

Acquisition Details

New Customer File

Cost per Acquisition

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Volume by Source

No Data Found

Spend Distribution

No Data Found

Revenue per Customer

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Customer Personas

Ranked Top 5

Your Customer Personas, often referred to as a Models, provide a holistic view of a typical customer, offering insights into their demographics, preferences, behaviors, and attitudes. Here's how you can leverage this information:

  1. Tailored Marketing: Knowing the interests and behaviors of your customers can inform targeted advertising campaigns. For instance, if a persona shows a preference for certain types of leisure or shopping, you can cater your ads to align with those preferences.
  2. Product Development: The data can guide product or service enhancements. If a segment of your audience is health-conscious, consider products or services catering to that need.
  3. Content Creation: Recognizing what media they consume or what they do online can help in curating content that resonates with them, ensuring better engagement.
  4. Sales Strategies: Understanding their financial behaviors and product preferences, such as in automotive or food, can allow you to upsell or cross-sell products more effectively.
  5. Customer Experience: Insights into their attitudes and thought processes empower you to align your customer service and experience with their expectations.
  6. Personalization: Use this data to personalize their journey with your business, from emails to web experiences, making them feel understood and valued.

 

1

Sales VWAP

0

%

Net Worth

$

0

K

Z-Score

0

Income

$

0

K

House Tenure

Own

Education

Mixed

Occupation

Blue-Collar

Cultural Diversity

Low

Includes wealthy mostly married couples in their mid-30s to early-60s with children of all ages. For those with older children, some of them are driving now, too, which means additional vehicles at home. These parents are planning for the future, investing for college expenses and taking out insurance. Before the children head off to college, though, they enjoy the here and now with casual, family-friendly activities such as cooking out, going to family restaurants, boating, watching movies and playing board games. Enjoying the third highest average income, these parents put in long hours at work, but stay active with deliberate exercise and high-energy recreation that might include bicycling, canoeing or swimming.

How They Think

Members have relied on their strong Work Ethic to achieve upper-middle-class status and now aim to instill the principle of deferred pleasure and hard work in their children to realize greater gains in the future.

Despite their solid incomes, they still have financial concerns regarding the future, especially since they want to leave a legacy for future generations. These households also possess a socially progressive streak, believing that other cultural groups should be allowed to preserve their traditions (Multiculturalism) and supporting diversity within families (racial fusion).

They deeply care about their local communities and believe that engaging in the political process can make a difference (Community Involvement, Reducing Inequality). This altruism extends to the marketplace: they tend to base purchase decisions on a company’s ethics—whether it treats employees fairly, tests products on animals, or engages in corrupt trade practices (Ethical Consumerism).

How They Live

Leisure

Yoga/Pilates, golf, rock concerts, pubs/sports bars

Shopping

Mark’s, Moores, craft supply stores, Wayfair.ca

Traditional Media

TV NFL football, Discovery Channel, new country music radio, People

Internet

Classifieds sites, discount coupons on computer, banking/finance apps, travel, purchase online

Food/Drink

Greek yogurt, cider, casual family restaurants

Financial

Mutual funds, RESPs, guaranteed life insurance, donate to educational groups

Automotive

Large pickup trucks, compact SUVs, Buick/Cadillac/Chevrolet $30,000-$49,999 spent on vehicle

Social

Snapchat, YouTube, Pinterest, audio podcasts

Mobile

Fitness trackers, access classified ads on phone, health content on phone, subscription video service on tablet

Health

Monitor diet for weight loss/management

Attitudes

“I’ve often worked as a volunteer for a committee aimed at improving an aspect of life in my community” | “My family is my number one priority over all else” | “Looking at my finances in the coming years, I think it’s going to get worse” “Regular exercise is an important part of my life”

2

Sales VWAP

0

%

Net Worth

$

0

K

Z-Score

0

Income

$

0

K

House Tenure

Own & Rent

Education

Grade 9/High School

Occupation

Blue-Collar

Cultural Diversity

High

With an average age of 41 , most are parents and established homeowners who have lived in their current house for 6+ years. In these households, life seems to revolve around the presence of children, preteens and young teens. The children impact everything from media and spending to leisure activities and vehicle choices. An eye to the next generation may also be driving some savvy saving, with this group ranked 7th for net worth. Popular activities include sports such as soccer baseball, ice skating, and swimming. These families also enjoy going to the beach, board games, playing Frisbee, attending family movies and going to the “Y.” Their spending habits – online and offline – are similarly focused on the children, with parents purchasing children’s clothing, shoes, necessities and treats.

How They Think

Members derive their core values from faith and tradition, firmly believing in the conventional definition of family and the father’s position as the head (Religiosity, Patriarchy, Traditional Families). They believe in the North American Dream and the idea that, even in middle age, they can start anew and succeed through hard work.

Their immigrant experience may contribute to their willingness to take risks in life and their conviction  that they can effect change (Penchant for Risk, Personal Control). They are comfortable questioning rules (Rejection of  Authority) and believe everyone has a social responsibility to help the less fortunate. In the marketplace, they are enthusiastic consumers and enjoy their role as influencers among their peer group (Joy of Consumption, Consumption
Evangelism).

As early adopters, they are drawn to new and cutting-edge products—particularly from well- known brands—that set them apart from others (pursuit of novelty, pursuit of originality, importance of brand). They are attracted to advertisements that are aesthetically pleasing (Advertising as Stimulus).

How They Live

Leisure

Fitness clubs, outdoor stages, carnivals, fairs and markets, pro football games

Shopping

H&M, factory outlet stores, cosmetics/skin-care stores

Traditional Media

HGTV, OOH ads on subway platforms, top 40 radio, newspaper arts and entertainment section

Internet

Auction sites, stream movies on Amazon Prime, watch music videos, purchase clothing online

Food/Drink

$250+ spent on groceries/week, diet colas, fruit and vegetable stores, Indian restaurants

Financial

Mutual funds, online trading, condo home insurance, mobile wallet

Automotive

Small vans, imported intermediate cars, Toyota, three vehicles

Social

Twitter, LinkedIn, WhatsApp, Snapchat

Mobile

Surf the internet on phone, video phone calls on phone, career/job search on tablet, listen to radio on tablet

Health

Very likely to consider laser eye surgery

Attitudes

“It is important to have a more intense and more spiritual inner life” | “The father must be the master in his house” | “Advertising is useful in helping me make a choice when buying” | “I often offer advice to people who consult me before they shop for certain items”

3

Sales VWAP

0

%

Net Worth

$

0

K

Z-Score

0

Income

$

0

K

House Tenure

Own & Rent

Education

University

Occupation

White-Collar

Cultural Diversity

High

Contains established members of their communities, situated in cities and the surrounding areas. At a mean of 55.5, slightly above the national average, they tend to be employed in white-collar, professional and technical jobs. With their upper incomes, single status and investment activities, they are not afraid to spend money on nice clothes, entertainment, home remodeling and art.  Their primary interests, outside of work and other career-oriented activities, include live music (and karaoke), fitness classes at the club, and going dancing. Sports are also an interest; they keep up with sports headliens and regularly attend sporting events, like NFL games.

How They Think

Members believe in prioritizing others’ well-being (Duty) and feel that there is much to learn from other cultures (Social Learning). Many hold progressive views on families and relationships (Flexible Families, Sexual Permissiveness) and are generally optimistic about their financial future (Financial Security) and their ability to leave a Legacy.

However, they may also feel disconnected from society (Anomie-Aimlessness), leading them to contemplate philosophical and existential questions (Spiritual Quest). Given their diverse backgrounds, many identify as global citizens and support efforts for diverse groups to share their cultural heritage with mainstream society (Culture Sampling). While they tend to use reason and logic when making decisions, they appreciate experiences that engage all their senses (Emotional Control). 

As conscientious consumers, they are drawn to products that offer an authentic brand experience and companies known for ethical practices (Brand Genuineness, Ethical Consumerism). Strongly valuing the Primacy of Environmental Protection over economic advancement, many also factor environmental concerns into their purchasing decisions (Ecological Lifestyle).

How They Live

Leisure

Yoga/Pilates, downhill skiing, dinner theatre, casinos

Shopping

Joe Fresh, 7-Eleven, craft supply stores

Traditional Media

European soccer on TV, Telelatino, religious/gospel radio, newspaper arts and entertainment section

Internet

Beauty/fashion sites, group-buying sites, download coupons, purchase sporting events tickets online

Food/Drink

Organic meat, wine, ethnic restaurants, fast-food restaurants

Financial

Mutual funds, condo home insurance, Sick Children’s Hospital, Lottery

Automotive

Intermediate cars, compacts, imported brands, 2008 or older model year

Social

Reddit, WhatsApp, WeChat, LinkedIn

Mobile

Watch TV shows on phone, listen to radio/podcast on phone, read e-books on phone, online dating on phone

Health

Eat/drink diet control meal replacements

Attitudes

“I like trying to take advantage of the unforeseen, of opportunities that present themselves” | “The Internet enables me to belong and be accepted by my friends” | “It is important to me to regularly get away from all responsibilities and burdens” “I am willing to pay more for brand-name products”

4

Sales VWAP

0

%

Net Worth

$

0

K

Z-Score

0

Income

$

0

K

House Tenure

Own

Education

University

Occupation

Mixed

Cultural Diversity

Low

Members are over the age of 45, wealthy and devoid of children under the age of 18 in the home. They are well educated and well compensated in professional and managerial white-collar jobs. They manage their money wisely, many being active investors; nearly two-thirds have accrued net worth of $250,000 to $1 million. With a third having lived at their residence for 6-14 years, and another third for 15+ years, these homeowners are well established in their communities. They are likely to own a recreational vehicle and enjoy travel to Hawaii and to national parks. Their substantial discretionary time and money are often spent on high-quality clothing, dining out, boating and attending live theater or sporting events. Many are also community activists and volunteers, belonging to charitable, religious and civic organizations. They tend to use the internet for tracking and trading investments, travel, and news. They often like sports talk radio, and cable TV choices include HGTV, Food Network, History Channel, Travel Channel, sports, and news shows.

How They Think

Members have worked hard to achieve their upscale status, adhering to the straightforward principles that brought them success. They are content living with a certain level of chaos and maintain an optimistic view of the future (Rejection of Orderliness, Personal Optimism).

They embrace diversity, even within their own families, and believe that interacting with people from different backgrounds enriches their lives and satisfies their interest in exploration and discovery (Racial Fusion, Social Learning). They are more likely to define families based on emotional commitment rather than legal formalities (Flexible Families). Many have a strong sense of duty, prioritizing their obligations to others above their personal interests and striving to leave a Legacy for future generations.

At times, these impulses can leave them feeling weary and longing for relief from daily stresses (Need for Escape). Valuing appearance, they are image-driven and enjoy expressing their individuality through personal touches and unique embellishments (Pursuit of Originality).

How They Live

Leisure

Swimming, baseball, amusement parks, travel by RV/camper

Shopping

Winners, Old Navy, Mastermind, Home Depot

Traditional Media

Family Channel, top 40 radio, The Hockey News, Today’s Parent

Internet

Listen to Internet-only music, online discount coupons on computer, research pets online, purchase theater tickets online

Food/Drink

Tortilla wraps, granola bars, Pizza Hut, casual family restaurants

Financial

Mutual funds, RESPs, group life insurance, spend $5,000+/month on credit cards

Automotive

Intermediate SUVs, Ford/Lincoln, $30,000-$49,999 spent on vehicle, 2013-2015 model years

Social

Pinterest, LinkedIn, Twitter, Reddit

Mobile

Research products/services on phone, access reviews on tablet, subscription-based video on tablet

Health

Used topical pain relief 3-5 times in past month

Attitudes

“It is important that the country should hold a strong position in the world” | “I need to escape the stress and responsibilities of everyday life” | “I have made plans for those I love after I die” | “I am open to receiving relevant marketing messages on my mobile device”

5

Sales VWAP

0

%

Net Worth

$

0

K

Z-Score

0

Income

$

0

K

House Tenure

Own

Education

University

Occupation

Mixed

Cultural Diversity

High

With top incomes and climbing net worth, paired with a mean age of just 34, members are well positioned for the future. While their jobs are likely to require long hours and supervisory responsibilities, many still find time for a variety of leisure activities. They enjoy sporting events and concerts, watching sports channels and HGTV, participating in fantasy sports, and adventurous outdoor recreation such as hiking and backpacking. They shop online and will likely pay for quality. This group also appreciates fine dining, and many make sure to go to the fitness club or day spa to keep in shape. More than half are married; none have children in the home. Many have moved into a single- family home within the last two years, adding new home mortgages and decorating expenses to their existing student and car loans.

How They Think

These immigrant members feel comfortable in their adopted country and optimistic about their future (Personal Optimism). They have demonstrated their Penchant for Risk in deciding to uproot their families and fervently believe in the North American Dream.

While these younger families sometimes feel overwhelmed (Time Stress), they accept the outcomes of their decisions, both good and bad (Just Deserts). They support diverse communities and their desire to preserve their distinctive cultures (Multiculturalism) and seek to incorporate those cultural influences into their lives (Culture Sampling). In their neighborhoods, they show their social status through well-maintained homes decorated with objects conveying affluence (Status via Home, Ostentatious Consumption).

They are eager to discover new products and integrate them into their daily lives but are also attracted to items for their aesthetics rather than functionality (Pursuit of Novelty, Importance of Aesthetics). These consumers particularly enjoy making purchases in their areas of interest (Consumptivity) to exercise their role as influencers among their peer group (Consumption Evangelism).

How They Live

Leisure

Camping, bowling, amusement parks, beach/resort package tours

Shopping

Joe Fresh, Home Depot, compare products/prices while shopping

Traditional Media

TV rugby, top-40 radio, parenting/babies magazines, newspaper sports sections

Internet

Access food/recipes content, download video content, sports sites, purchase clothing/footwear online

Food/Drink

Gluten-free products, herbal tea, Sobeys, sub/sandwich restaurants

Financial

Online trading, GICs RESPs, universal life insurance, spend $5,000+/month on credit cards

Automotive

Intermediate SUVs, Honda, $30,000-$49.999 spent on vehicle, 2017-2019 model years

Social

Twitter, Snapchat, WhatsApp, Reddit

Mobile

Mobile wallet, four or more phones, beauty/fashion sites on tablet, collect loyalty points on phone

Health

Use home teeth-whitening products

Attitudes

“It is important to me that people admire the things I own” | “I like being in a large crowd ” | “The Internet improves the relationships I have with other people” | “I often buy things just because they are beautiful, whether or not they are practical”

Toolbox

Email Template Builder

Generate email content tailored for persona engagement

Campaign Builder

Develop tailored campaigns using target persona insights.

Customer File

NameDate CreatedEmailAddressWHEN THEY GREW UP...Age RangeMarital StatusHome OwnershipChildrenIncomeNet WorthLength of ResidenceMarket Value of HomeDwelling Unit SizeOccupationSHOPPING...DIGITAL/ONLINE...FINANCIAL...MAGAZINES/NEWSPAPERS...ACTIVITIES...TRAVEL/AUTO...
NameDate CreatedEmailAddressWHEN THEY GREW UP...Age RangeMarital StatusHome OwnershipChildrenIncomeNet WorthLength of ResidenceMarket Value of HomeDwelling Unit SizeOccupationSHOPPING...DIGITAL/ONLINE...FINANCIAL...MAGAZINES/NEWSPAPERS...ACTIVITIES...TRAVEL/AUTO...

Customer Records Analysis

Understanding your customers is the cornerstone of effective business decisions. By uploading your customer records, you provide our team of data scientists with the opportunity to analyze your data and model your customers into insightful personas. This deeper analysis will enable more personalized and impactful interactions on our platform.

Important Guidelines:

  • Data Volume: Provide a minimum of 2,500 records to ensure a comprehensive analysis.
  • Time Frame: Only the most recent 2 years of records will be accepted for analysis.
  • File Format: Ensure your data is structured according to our specifications. If you’re unsure about the format, download our sample template to guide you.
  • Upload Limit: Each user is allowed a maximum of two uploads per month. Once submitted, there is no way to re-submit, and the submission will count against your monthly limit.
  • Data Quality: It’s essential that your data is cleansed and complete. Records with missing data will be excluded from the analysis, so take a moment to ensure accuracy before uploading.
  • Post-upload Process: After you’ve uploaded your records, our experts will embark on the data analysis journey. You’ll receive a notification once the modeling is complete.

Ad-Copy Generator

Craft Your Message!

Craft compelling ad copy tailored to your target personas. Fill out the form, and let our AI fine-tune your message for maximum impact.

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Audience Simulator

Simulate Persona Reactions

Test hypothetical scenarios and anticipate target persona responses. Begin by detailing the situation below.

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Sales Script Builder

Design Your Pitch!

Forge a persuasive sales script tailored to your prospects. Complete the form and let our AI shape a compelling pitch for your product or service.

Product/Service(Required)
The product or service you're selling.
Top Features/Benefits(Required)
List the top three features or benefits of your product/service.
Known Objections(Required)
What are common objections or concerns you've encountered when selling this product/service? (E.g., "It's too expensive," "I don't see the need for it," etc.)

Email Template Builder

Design Your Email Content!

Compose a compelling email, perfectly tailored to your audience. Complete the form, and let our AI optimize your message for the best engagement.

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Campaign Builder

Design Your Campaign Strategy!

Shape a persuasive campaign, perfectly aligned with your audience’s preferences. Complete the form, and let our AI optimize your strategy for peak results.

Target Persona(Required)
Which persona are you targeting?
Primary Objective(Required)
What's the primary objective of your campaign?

Campaign Optimizer

Refine Your Campaign for Success!

Tap into the power of AI-driven analytics and insights to elevate your campaign’s effectiveness. Fill in the details, and we’ll guide your strategy to resonate more deeply with your audience and deliver unparalleled results.

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Customer Records Analysis

Understanding your customers is the cornerstone of effective business decisions. By uploading your customer records, you provide our team of data scientists with the opportunity to analyze your data and model your customers into insightful personas. This deeper analysis will enable more personalized and impactful interactions on our platform.

Accepted file types: csv, Max. file size: 256 MB.

Important Guidelines:

  • Data Volume: Provide a minimum of 2,500 records to ensure a comprehensive analysis.
  • Time Frame: Only the most recent 2 years of records will be accepted for analysis.
  • File Format: Ensure your data is structured according to our specifications. If you’re unsure about the format, download our sample template to guide you.
  • Upload Limit: Each user is allowed a maximum of two uploads per month. Once submitted, there is no way to re-submit, and the submission will count against your monthly limit.
  • Data Quality: It’s essential that your data is cleansed and complete. Records with missing data will be excluded from the analysis, so take a moment to ensure accuracy before uploading.
  • Post-upload Process: After you’ve uploaded your records, our experts will embark on the data analysis journey. You’ll receive a notification once the modeling is complete.

Business Profile Wizard

Let’s Do This!

Crafting a comprehensive understanding of your business is pivotal for our platform to optimally support you. While this form is detailed and might take some time, you can always save your progress and continue later. Remember, each detail you provide sharpens the precision of our recommendations and tools.

You have the flexibility to edit specific values if circumstances change. However, a completely new profile submission is limited to once every six months, ensuring consistency and quality in our interactions.

Take your time, and know that the more you share, the better we can tailor our support to your business’s unique journey.

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