# Build reusable customer profiles

Customer profiles turn recurring buyer knowledge into reusable team context without treating assumptions about one customer as universal facts.

## Who this is for

Use this guide when your team serves recurring markets or buyer types and needs consistent sales context.

## Create a customer profile

1. Open [Target Audience](/admin/customer-profiles).
2. Name the profile and connect it to the relevant company workspace.
3. Add target markets and sales channels.
4. Record company types, purchase goal, frequency, common products, and decision-makers.
5. Add key concerns, deal blockers, conversion points, and clear notes.
6. Set one default only when appropriate.

Keep a separate profile for materially different buyer types. Use custom items for stable team-specific context, not one-off conversation notes.

## FAQ

### When should a profile be the default?

Make it default only when it is the team’s primary reusable target profile; keep distinct markets or buyer types as separate profiles.

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Canonical HTML: https://app.tradegoai.app/docs/business-customer-profiles
Last updated: 2026-08-31

Related documentation:
- [Create your company workspace](https://app.tradegoai.app/docs/business-company-profile)
- [Add and maintain product assets](https://app.tradegoai.app/docs/business-product-assets)
- [Create sales playbooks](https://app.tradegoai.app/docs/business-sales-playbooks)