The first step to only working with dream clients (+ free editable template)

Have you ever stopped to consider what your best clients have in common? 

Knowing the answer to this question is the key to having both an effective marketing plan, and being satisfied with each of your client relationships.

My previous tip explained the different criteria that makes a client an ideal one; which is initially important to help you decide which clients to target.

Just to drive this point home, choosing a specific client to focus your marketing towards is critical to get a good return on the time and money you invest into it. 

But once you have actively made this decision, researching the characteristics these individuals have in common is the next step you need to take. 

Side note: I have developed a process for creating marketing plans that help experts attract the right clients. The tip you’re reading now is in reference to stage two (as shown below).

Only once you have properly researched your ideal clients will you be in a position to write compelling messaging that encourages them to engage with you when they see your marketing. 

This is where the ideal client profile comes into play.

In short, profiling your ideal client involves writing down what you know about them to better understand their situation. You then use this information to tailor your marketing to them.

But how do I profile my ideal clients?

In terms of how to approach client profiling, here is an exercise you can do. First, download this free editable client profile template I put together. Then fill out each section of the document from top to bottom.

If you would like help using the template, get in touch and I would be happy to schedule a free call for us to work through it together. 

Once you have completed the the document, it is good to then speak to 5-10 people who fit your ideal client profile. This enables you to verify your assumptions and update the profile document accordingly if they raise anything you haven't already considered. 

If you do get to speak to some of your ideal clients directly, be sure to note their exact words and phrasing for any key points. You might be able to use this information to your advantage later on when writing your messaging.