Audit and Tighten Your Ideal Customer Profile to Avoid Wasting Time

Medium - Requires some preparation Recommended

You stare at your pipeline and wonder why so many deals drag out or disappear. Last month, you closed a dream client—they replied quickly, paid eagerly, and kept referring friends. But others, you realize, drained weeks of your time with vague interest or mismatched needs.

At lunch, you jot down what made your favorite client so easy to work with: their budget matched, they needed exactly what you offered, and they valued honest communication. You list the warning signs you missed on bad fits: confusing decision-makers, constant price haggling, or a lack of urgency. That night, you turn your notes into a simple yes/no checklist and share it with a teammate. Suddenly, you both have a sharper lens for new leads, reducing time wasted by 40% in just one month.

Your approach echoes habit design: when you clarify triggers for action (fit) and for stopping early (red flags), you dramatically increase focus and positive outcomes. Regular review, with team input, ensures this clarity supports measurable, ongoing improvement.

The next time you land a great client or finish a rewarding project, pause and write down the factors that made it work so well. Contrast it with challenges or duds, and build a checklist you and your team can use when reviewing new opportunities. Then, deliberately rework the way you talk about your work—on emails, calls, or websites—to reflect the words and needs of your ideal matches. Share and revisit these insights every quarter, and enjoy the compounding benefits to energy, morale, and results.

What You'll Achieve

Internally, you’ll cut distraction and boost morale by focusing on what works best. Externally, you’ll close more deals with less effort, improve retention, and build a reputation with the clients who matter most.

Revisit and Sharpen Your Ideal Customer Profile Regularly

1

Interview your five best and five worst customers or contacts.

Ask what core challenges, priorities, and habits define your top and bottom performers or clients—look for clear patterns.

2

Create a simple 1-page list of positive fit and red flags.

Distill your findings into a checklist that anyone in your team can use to qualify—or quickly disqualify—future prospects.

3

Rework your outreach and content to speak the language of ideal targets.

Revise your messaging, campaigns, and even web copy so it appeals to your best-fit profiles, not to 'everyone.'

4

Update and share your profile every quarter with relevant teams.

Make it a living document, getting insights from sales, marketing, and customer service for ongoing accuracy and focus.

Reflection Questions

  • Who are your favorite and least favorite clients or partners, and why?
  • Which red flags have you ignored in the past, and at what cost?
  • How often do you revisit and refine your criteria for action?

Personalization Tips

  • A freelancer reviews her happiest and least satisfied clients to spot patterns, then rewrites her website to highlight projects matching the best ones.
  • A software startup defines clear 'dealbreaker' signs for potential users—like too small a company or custom needs outside their scope.
  • A college admissions counselor narrows outreach to applicants who fit their school’s values, saving time and reducing mismatches.
Predictable Revenue: Turn Your Business Into a Sales Machine with the $100 Million Best Practices of Salesforce.com
← Back to Book

Predictable Revenue: Turn Your Business Into a Sales Machine with the $100 Million Best Practices of Salesforce.com

Aaron Ross
Insight 5 of 8

Ready to Take Action?

Get the Mentorist app and turn insights like these into daily habits.