IDEAL CLIENT PROFILE TEMPLATE

Defining your ideal client profile is one of the best tools you have at your disposal to help you make client-specific decisions by tracking your specific “ideal” client information, in order to give you the competitive advantage you need in today’s marketplace.

IDEAL CLIENT PROFILE

DEMOGRAPHIC CHECKLIST

What is your ideal client’s company size?
What is the client’s location / headquarters?
What are the products and services the clients provide?
What is the client’s annual revenue?
What are the client’s number, size, and location of branches?
What year was the client’s business founded?

PSYCHOGRAPHIC CHECKLIST

Is the client the market leader?
Are they innovative / cutting-edge?
Are they liberal / conservative?
Are they environment-friendly?
Are they employee/family-friendly?
Are they fast-growing / adopting new ideas?
Are they stable / set in their ways?

At what growth stage is the client? (startup, small business, growing, stable, or declining)
What type of workforce does the client employ?
What is the client’s “company culture”?
What is the client’s “management style”?
What trade associations does the client belong to?
What publications does the client subscribe to?
Other 1
Other 2

PERSONAL CLIENT PROFILES

DEMOGRAPHIC CHECKLIST

AGE
GENDER
PROFESSION
EDUCATION LEVEL
HOUSEHOLD INCOME LEVEL
MARITAL STATUS
GEOGRAPHIC LOCATION

PSYCHOGRAPHIC CHECKLIST

CONSERVATIVE OR LIBERAL
CONFORMIST
ENVIRONMENT-FRIENDLY
SOCIALLY CONSCIOUS
POWER-WIELDING
FUN-LOVING
CUTTING-EDGE
TREND FOLLOWER
FASHION-FORWARD
FAMILY-ORIENTED

How many family members are typically in your client’s customers’ households?
What hobbies and/or sports do the client’s customers enjoy?
What types of entertainment do the client’s customers like? (movies, videogames, etc.)
What publications do they subscribe to?
What else do they enjoy doing in their free time?
Other 1
Other 2
Other 3

IDEAL CLIENT CRITERIA RATING

Rank the order of importance the following criteria are for your ideal client.

VERY IMPORTANT	SOMEWHAT IMPORTANT	NOT IMPORTANT	COMMENTS
PRICE
QUALITY OF PRODUCTS OR SERVICES
BRAND NAME RECOGNITION
CUSTOMER SERVICE
BROAD ARRAY OF SERVICES
FRIENDLY STAFF ATTITUDE
DISCOUNTS AND SALES
ATTRACTIVENESS OF PACKAGING
LOCATION
APPEARANCE
CONVENIENCE OF PRODUCT / SERVICE USE
GUARANTEES / WARRANTIES
TECHNICAL ASSISTANCE
FLEXIBLE PAYMENT TERMS
Other 1
Other 2
Other 3
Other 4

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