Finding your ideal client profile in record time with our worksheet

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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.



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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Step 1: Copy the worksheet

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”:

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

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