eady to build your ideal customer profile?

This integral marketing intelligence document will empower you to uncover exactly what your ideal client wants vs. what turns them off… and how to position yourself right where they’re looking.

Strategically profiling customers plays a crucial role in how easily we get clients vs. how hard we have to work, as well as in how fast we can grow our business, how much market share we secure, and more.

Note: In this guide, we’re creating an Ideal Customer Profile for a financial advisor. But you can use this process when building a customer profile for any service business.

You can also outsource this time-intensive process, and hire us to build customer profiles for your consultancy, coaching program, or advisory business.

To ensure that we start out on the same page, let’s first define “customer profiling.”

What’s the definition of a “customer profile”?

ultimate guide to profiling customers image

Your customer profile (or “target market profile”) is the prototype your business compiles and uses to identify, understand, and attract your target client.

Note that we’re taking this a step further and calling this your ideal client profile, because as I continually preach, we don’t just want “clients.”

We want to attract our exact, ideal, high-value client as much as possible.

So it only makes sense to focus only on profiling the customers in this guide that we MOST want to serve.

As such, to ensure that we have a well-rounded view of our target audience, we’ll build a complete Ideal Client Profile that covers demographics (customer “stats,” like gender, age, and race), psychographics (lifestyle factors and how your audience makes decisions), and geographics (where are your ideal clients, and how does that influence how we reach them?).

What you’ll learn today:

  • How to define the most likely person ready to buy from you immediately
  • How to discover and understand your ideal client’s daily life, personality, and pet peeves
  • How to uncover the needs, language, and truest desires of your ideal client
  • How/where to gather “intel” to know exactly how to push their buttons (in a good way — and bad)
  • How to compile a shortlist of sample places to find MORE of your perfect clients
  • And more.

By the end, you’ll be set to build your own Ideal Customer Profile for your desk, your wall, or to give to your team for a quick and ready reference.

Note: A few entrepreneurs get their knickers in a twist when we say we’re defining our ideal “clients,” as opposed to our “prospective” or “potential” clients.

However, semantics are irrelevant, so long as you build a strategy to help you think about the type of client you truly WANT in your business, instead of settling for anyone who drifts (or is referred) in.

Let’s start!

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Why Choose One Specific, ”Perfect” Client Type Instead of “Widening Your Reach”?

Most businesses seem to think that the smaller we focus, the smaller the pond of leads we’ll have to “fish” in to secure clients.

In contrast, that couldn’t be further from the truth. The opposite, actually, is proven to happen:

The smaller the “pond” we look within, the easier it is to catch a “fish.”

ideal customer profile metaphor: The smaller the pond, the easier to catch fish.

The main benefit of being exacting is that whenever THAT specific client sees your message… they feel it was written SPECIFICALLY to them.

target market hone in imageIn other words, they automatically believe that you understand them better than others offering similar serviceseven before you say that you do.

And you actually ARE able to get at their exact needs much more efficiently than when trying to address what 10 different client types are needing, thinking, or feeling.

And here’s another important point:

The average conversion rate across industries is just 1 to 2%.

This means that, AT BEST, just 2 out of 100 people who see your initial message are ready and willing to buy or sign right then.

For example, let’s say 100 people see your Facebook Live video, and 20 of those viewers visit your website.

Of those 20 visitors, then 5 of them sign up for your list, and 2 of those signups become clients.

What made those 20 viewers visit the site?

What made five of them sign up for your offer?

More importantly, what made those two signups become clients?

That’s what this guide will help you get after.

If we focus on finding those 2 most likely buyers and ignore everyone else for now, our work becomes, once again, so much easier and more cost effective. We don’t have to water ourselves down to cater to the personalities, wants, and needs of the other 98 people.

And why cater to someone who’s not ready to buy from us anyway?

In summary, when profiling a customer, don’t shy away from getting specific. Customers love that. You can even boldly proclaim your affinity for your perfect clients right on your website.

Example from 215advisors with Ideal Client Profile outlined on website:

ideal client profile outlined on website - example 1
ideal client profile outlined on website - example 2

So let’s get to work.

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Must-Haves Needed to Start

  1. A specialized service (or product) that solves an important need, or soothes an important pain, for a specific type of person.

  2. To have generated revenue for that specialized service or product, having at least three paying clients.

  3. RECOMMENDED: At least one existing client for your service who you view as “ideal.”

The easiest way to gain a lot of the intel below is to ASK your existing Perfect Clients, in exchange for an amazing reward (i.e., 30 extra minutes with you, a valuable whitepaper, etc.).

However, even if that’s an option — or even if you’re basing your Perfect Client on you — it’s still good practice to complete this process. You’ll uncover lots of nuanced data that you can’t get directly from your typical client (who’s not an intimate friend).

No “perfect” paying clients? Use these three demographics instead.

If you don’t have clients yet (for the exact service you expect to sell), no problem. Just list some initial characteristics of what you’d want them to look like.

Start with these three basics:

  • – profession or age
  • – minimum income
  • – ethnicity

Remember, this PCP is designed to be a thorough starting point, but it’s also a work in progress. You should be revising and adding to it, the more you work directly with your Ideal Client.

A final tip before starting:

Though it’s fine for our purposes, you’ll be searching data mostly available to the general public. This is more limited than a research company would have access to.

With that in mind, if you’re ever unable to find data for a search, or if nothing stands out, you can probably assume that data point isn’t super significant to your market. In those cases, either leave it out of your Perfect Client Profile, or just choose one side or another.

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DEMOGRAPHICS: What are your customer’s “stats”?

When outlining demographics, be sure not to arbitrarily choose random statistics. Instead, research the most likely statistics of the people who use the exact solution you offer.

Again, these customer profile demographics are for your ONE, truly ideal, highest-value client.

Remember, the profile we’re compiling should not be a “catch-all” for every type of client we may accept.

For example, here’s how building a set of specific, ideal customer demographics might look for Langston, our CDFA/Financial Planner who wants to target newly divorcing professors.

What ethnicity is your Ideal Client?

ideal client ethnicity image


First, if you have a few dozen existing clients, what is their typical ethnicity? What’s the ethnicity of your Perfect Client(s)?

Do you think either factor was important to why or how they chose you?

You might choose this either based on 1) your current typical client, 2) the client you’d feel most comfortable working with, or if you’re seeking to widen your niche as much as possible, 3) the ethnicity most likely to fit the stats you already selected (income and profession/age).

Note: It’s risky to base it on who you currently believe is “most likely to fit” your existing data. We carry around unconscious biases and confirmation biases that make our “beliefs” on these matters not at all fact-based.

E.g. Statistics show thousands of ultra-high net worth African American households in the U.S., and more than 1.1 million wealthy-to-HNW households. However, mainstream media bias brainwashes us into believing that all Black households are poor, unless they’re athletes or entertainers.

Remember that we tentatively set gender when we began, since Langston didn’t have any truly “Perfect” Clients to base his research on. He assumes whites have a high enough divorce rate for him to be comfortable with his niche size, but he wants to check the data before finalizing his decision.

A quick search of “ethnic group most likely to get divorced” turns up data that Native Americans (at M: 44%, F: 45%), as well as those with a high-school education or lower (at M: 39%; F: 37%), are actually the most likely groups.

So, one idea for our CDFA might be to focus on both groups in one, basically meaning he’d serve Native Americans with a high school or lower education.

Tip: However, Langston should consider his fees, as well as the lower average income of a worker with a high school education.

He should think also about the services he offers, and decide whether they’ll fit the budget and true needs of that demographic.

Combine the data from your existing Perfect Client(s) and the research you find in order to make a hypothesis here.

For this example, we’ll assume our example Financial Advisor starts strongly considering targeting Native American clients. So he changes his “ethnicity” demographic from white to Native American before moving on.

How old is your Ideal Client?

age of ideal client image

First, if you have a few dozen existing clients, what is their average age? Then, what’s the age of your Ideal Client? Do you think either is important to why or how they chose you?

Again, if we google “age groups most likely to be divorced,” we find that the most likely group is age 20 to 29. More specifically, the highest concentration of those is between 20 and 24 (M: 38.8%; F: 36.6%).

Again, our CDFA has to consider his fees and services against the average income and needs of that age group to determine whether it fits.

Also, since our example Financial Advisor is a CDFA for university professors… he has to consider that their average age is 55.

And he’ll be hard-pressed to find very many professors under Age 40, much less between 20 and 24!

Already, our Advisor has some decisions to ponder:

Should Langston choose a new profession more common to 20- to 24-year-olds?

Or should he continue to target university professors, with the knowledge that the divorce rate for people Age 40 and above is only 9.1% (F) and 5.8% (M) (as opposed to 36.6 and 38%, remember, for the 20 to 24 age group)?

Let’s assume he sticks with university professors, (who are average Age 55)… since all his marketing materials already say that he’s a CDFA for professors!

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What gender is your Ideal Client?

gender of ideal client

First, if you have a few dozen existing clients, what is their average gender? Then, what’s the gender of your Perfect Client? Do you think it’s important to why or how they chose you?

Looking at the divorce rate data by gender, our resourceful Financial Advisor, Langston, might decide to target females, because they’re more likely than males to get divorced after 40.

What’s your Ideal Client’s marital status?

ideal client marital status image

Langston obviously knows this one, because he’s choosing people going through a divorce. (It’s typical that we’ll know at least one piece of demographic data for certain.)

But if he didn’t know?

He’d try to find this data as it relates to the profession, the age group, or the minimum income. For instance, if he were targeting white race car drivers making $56,000/yr, he’d search “what percentage of race car drivers are married.” Or maybe “average demographics of race car drivers.”

Remember that if unable to find anything that stands out in the data available to the general public, he can assume this stat isn’t significant. Then he’d either leave it out of his Ideal Customer Profile, or simply choose one side or another.

What major life experiences have shaped your Ideal Client’s character?

ideal-client-life-experiences image

First, if you have a few dozen existing clients, what experiences that they consider major have happened in their lives? Have you noticed a pattern? If so, do you think it’s important to why or how they chose you?

Because our Financial Advisor is now strongly considering targeting Native Americans, he searches Google for “major life experiences of Native Americans in the U.S.” He then remembers or finds that they’ve had a tumultuous and difficult history in this country, due to the attempted colonization of their land.

We can only begin to imagine how this hardship affected their ancestors, and how it must residually affect how they experience life in the U.S. today.

But instead of “imagining” (we’re being strategic here), we’ll just search: “What are some issues facing Native Americans today?

And then, we discover that they are likely having difficulties with:

  • native american ideal client life experienceHistorical trauma and hopelessness
  • Major health challenges
  • Loss of Native American culture and identity
  • Property struggles

… and more.

Again, Langston has some decisions to ponder.

Does he want to further target his products and services? (For instance narrowing his focus to more health-related or property-related offerings, to serve Native Americans’s specific needs better?)

Or, will he decide that he prefers not to target a double-traumatized group, sticking only to female divorcees, Age 40 and up?

IMPORTANT NOTE: If we decide to target a traumatized market, whether divorcees, Native Americans, Black/African Americans, or any other group, it’s our responsibility to dig deeply into the research to understand that trauma.

This way, we develop a genuine concern, and truly understand the struggles, fears, hopes, and worries of our target audience, so that we can serve them responsibly, ethically, and empathetically.

(This can be an important step EVEN IF you’re a member of that group. Because being a member of a group doesn’t mean that we experience life’s highs and lows the same as every other member.)

Our sample Financial Advisor has a hard think, and decides that trying to pivot to target Native Americans would be time-prohibitive for his current resources. He’d have to study them intensely to be able to first understand, then rightly provide for their needs. And then he’d have to retarget his messaging to speak directly to Native Americans. (Remember that he’s an African American male CDFA.)

Native American culture is completely foreign to Langston. And while he’s empathetic to and would like to understand more about their plight, this fact, combined with the finding that their communities generally keep funds within their own culture, tells him that he should not specifically seek to mold his marketing in that direction.

So then, our Financial Advisor Googles “major life experiences of white females in america.” Not surprisingly, he comes up with numerous articles about the Black experience in America.

ideal client life experience signpost

But he also finds data that shows that white women’s life expectancy is slightly dropping, chiefly due to drinking, drug use, and suicides. And the majority of white Americans either view being white as neither an advantage or disadvantage (50%), or they view it as an advantage (45%).

Again, unpacking that world view enough for the CDFA to both understand it and use it to his marketing advantage could prove very challenging.

He tentatively changes his Perfect Client’s ethnicity to white. But he waits to gather more data before ultimately deciding what to do.

What type of work does your Ideal Client do? What field are they in?

occupation of ideal client

Of course, we already know that the Advisor is targeting professors.

To help with the ethnicity question, now he decides to search for “university professors by ethnicity.”

When he does, he
finds that 3% of university professors are Black women, while 27% are white women. So he decides to roll the dice.

He estimates that winning the trust of white female university professors, relating to their experience, and getting them to choose him over a non-Black Financial Advisor could be more difficult than simply targeting Black female professors. Even still, he’s relying on the numbers to pay off.

Our sample Financial Advisor decides to target white female university professors, Age 40 and up.

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What’s the education level of your Ideal Client?

education level of ideal client

From experience, Langston knows that most professors he’s encountered have the Ph.D. designation, but he wants a solid answer.

So he searches “average education level of full professors.”

Wikipedia tells him that “the vast majority of professors hold doctorate degrees. Professors at community colleges may only have a master’s degree while those at four-year institutions are often required to hold a doctorate or other terminal degree*.”

*highest degree level in a particular field

How many children does your Ideal Client have, and do they live at home?

ideal client children status image

First, if you have a few dozen existing clients, do they have young children at home? Adult children in university, or in the workforce? Do you think either of these things are important to why or how they chose you?

When searching for “what percentage of university professors have children,” Langston finds that only 44% of women professors are married with children. This is compared to 70% of men.

And women are more likely not to have any young children living in the home by this age (40 to 55+).

What are your Ideal Client’s passions and hobbies?

ideal client hobbies and passions image

First, if you have a few dozen existing clients, what have you learned about their passions or hobbies over the years? What are they? Have you noticed any patterns?


Let’s say our CDFA noticed that a lot of the white female professors would mention their pets (usually dogs), who they consider family, and who they believe are great for protection.

They often read or write short fiction in their spare time, and they have intimate get-togethers with their other divorced or single friends, involving wine, good TV, and laughter.

Now we must ask:

Do you think those patterns are significant to why or how they chose (or would choose) you?

Our CDFA reads between the lines and gleans that “protection, comfort, and security” would likely be important to his typical client. This new data helps in his business, too. Because now, he might recommend safer investments than usual, like Certificates of Deposit (CDs) and money market accounts, to see how clients respond.

Why this is important:

When you proactively serve your clients’ deepest needs — especially those they’ve not expressly shared — you appear more understanding. This increases their trust in you and their loyalty to your business.

Langston is happy to realize that his theory about how hobbies are important rings true with what he already knows about this market. His client is concerned about maintaining a level of comfort and financial security after their divorce, and they’re seeking to protect their assets. This is exactly why his Perfect Client would choose a CDFA.

But if hobbies, passions, or hobbies don’t seem important at this stage, no worries. You’ll grow to understand the correlations more as you develop a stronger picture of your Perfect Client over time.

What are up to three cities or states where your Ideal Client resides?

ideal client's city and state image

This may not seem important at first glance. But people in different areas of the U.S. have very different personalities, pet peeves, ways of interacting with others… and incomes. And those are only a few of many crucial distinctions.


If you’re unsure which cities, consider what you DO know (or want to target), like occupation, income, and ethnicity. Then, search for the area of the U.S. that has the most of that combination of things (occupation, income, ethnicity).

Ex: Our African American financial advisor knows that he wants to target university professors. At this stage of business, he’s looking to extend his registration and services to clients outside of his home state.

So he’ll search “which states have the most university professors.” When he does, he finds that the top four states housing full professors are:

  • California
  • Minnesota
  • Connecticut
  • Wisconsin

Since the minimum income he wants his Perfect Client to have is $75K (established at the start), he waits to choose the top three until he does a little research on how location affects income.

Important Note: Also consider cost of living when deciding where your Perfect Client lives, to make sure the minimum income you chose puts them in the income class you envisioned.

Langston searches for “cost of living U.S. comparison chart by state” and finds (something called the “Cost of Living Index by State.” It uses a scale of 1 to 200, where 1 would be near free, and 200 would be outlandishly expensive.

  • California: 151.7 (value of a dollar: $0.87)
  • Minnesota: 101.6 (value of a dollar: $1.08)
  • Connecticut: 127.7 (value of a dollar: $1.03)
  • Wisconsin: 97.3 (value of a dollar: $1.08)

Looking at these numbers, he decides to try Wisconsin.

But as he goes to research what white people in Wisconsin are like (again, since he is a Black man), he finds that it’s the most segregated state in America. It’s also considered one of the worst places to live for people of color.

This new data makes him think it would be very difficult to get white clients from this area. Even still, he makes the decision to try targeting potential clients there as a test. He can easily switch the location of target later if he doesn’t get a good response.

What’s your Ideal Client’s income?

ideal client's income

When deciding on ideal income class, consider which you’d like to target:

  • Upper Class: 1% of the U.S. (“old money” billionaires)
  • New Money: 15% of the U.S. (TV/Hollywood celebrities)
  • Middle Class: 34% of U.S. (“white collar”)
  • Working Class: 30% of U.S. (“uniformed workers”)
  • Poverty & Working Poor: 20% of U.S. (“check to check”)

Important Note: Across the years, I’ve found that many newer service providers asked this question always tend to choose upper class or new money. (Actually, most respondents chose the entire income range.)

This is a disaster for targeting quality, high-value prospects.

While we might like to have Oprah or Bill Gates as a client, we have to ask… is this realistic at our business’s current stage with its existing resources? Would they be our most likely audience? (Are we even currently on their radar? Meaning, do we operate in their circles, or can we gain [easy] access?)

As a good rule of thumb, it’s most practical and achievable to target a group one level above the networks we currently frequent. Then, once we gain a solid foothold in each new network, we reach up again.

Also, many people outright reject our lowest-income families, classified as the “working poor.” It’s important to point out that this group still spends up to 40% of income on things classified as “luxuries,” much like the other financial classes.

So depending on our goals and services we offer, it may not be wise to exclude this group from our targeting solely based on their income category.

Anyway, if you’re at this step and are not sure yet of your ideal client’s location, you can start with a loose salary based on the U.S. average for the chosen profession. (You can