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”?
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.