Customer Business Profile template

What is it?

The purpose of this template is to provide a structure for the informative meetings with a client to really understand its business. The better the understanding, the easier the transformation to a proposed system setup.

1 What is it?
2 General organisation
3 Managing website
4 Managing content
5 Managing sales
6 Managing costs
7 Managing financial accounting

General organisation

Type of business, location office(s), departments, department scope, # employees, organisational chart, core business flow

Managing website

Who develops, customer journey, content search possibilities and results, other web portals, relevant details for other paragraphs (type of content, conditions)

Managing content

Product markets, types of business, level of standardization in accommodationtypes and addons throughout locations, seasonal release flow, commercial brand(s), contractual agreements related to content

Managing sales

Managing costs

Managing financial accounting