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Find your ideal client in record time using our worksheet

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This is part 3.2 in the series below.

• View our related series on Positioning and Messaging (Toggle For More)

Worksheet: Ideal Client Profile

Last time, we discussed the risks of targeting generic or diverse markets for positioning and how to address them. Now, it's your turn to apply the steps we identified to your customer list.

(For further explanation of any of the steps below, see the related article on finding your ideal client profile)

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A Note From the Author (Dan Wu, JD/PhD)

• As a former startup SVP of Product, I've lived the challenges this covers. I've used similar frameworks and tools to build and manage responsible, high-growth products generating 6-7 figures of annual revenue.

• I help social impact leaders find who will buy, what to say, and what to sell, fusing Silicon Valley product thinking & Harvard PhD insight. </aside>

Step 1: Copy the worksheet

• [ ] **Fill this out.** Provide comments on the linked article on finding your ideal client
• [ ] **Request access.** I give access to those who fill the form out above.

Step 2: Identify your top criteria

These are the criteria that you’ll use to to score and compare segments against in Step 3

Go to the tab “Criteria”:

• [ ] Add your top criteria
• [ ] Add your top filters

Sample criteria and criteria filters to score and compare your segments against in Step 3.