How to Create an Ideal Customer Profile?

How to Create an Ideal Customer Profile?

written by Houston Golden
Founder & CEO, BAMF Media
July 13th, 2020
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On our blog we talk a lot about LinkedIn marketing. We’ve previously shown you how to generate thousands of leads for your business via the LinkedIn Sales Navigator in no time.

We’ve further discussed how to growth hack your product launch plan.

However, your marketing efforts only produce results when a deliberate plan is laid out. 

That’s why we decided to talk a bit more about your Ideal Customer profile, how to create one and how to use it effectively in your business.

For the purpose of this article, we’ll focus more on the social media side of things (B2B), but the tips below will further help you harness the power a customer profile can have on your business.

, How to Create an Ideal Customer Profile?

The trick is to design a plan that keeps customers in mind, so you’re connecting with them at scale.

How to Identify Ideal Customers

If you’ve had your role for a while, you probably know a lot about the business.

One look at your client roster and you can probably spot the best ones. You know, the clients who use your offerings frequently, sign the big contracts, and actively get value from what you do.

The same goes with your CRM. If you’ve been using it a while, you can pull data to spot trends around your best customers — even before they become customers! This way, you’ll be able to spend more time on the prospects who have the highest chance of actually converting.

, How to Create an Ideal Customer Profile?

When you take a look, ask yourself a few questions: 

  • Who was the decision-maker you sold to?
  • Who was your first point of contact with the organization?
  • What titles do these people hold? Am I selling to startup founders, or directors at 1,000+ person companies?
  • What department are you typically selling into?

Also, think about what industry they’re in.

This is important if you happen to serve multiple industries. Some industries will always benefit more than others, making them the ideal prospects.

If you can’t figure it out for whatever reason (e.g. haven’t been in business long enough), start with the companies you’d want as customers and work backward. 

Make a list of your top 10 (or top 100 if you’re feeling ambitious) dream companies that you’d want as your clients.

See any commonalities? Similar industries or stages?

Use this as your framework for identifying a company profile that could make good potential targets.

Once you figure it out, reach out to them. Ask them about the solution you’re looking to bring to the market…

  • Is this a real problem for their business?
  • What solutions are they already aware of?
  • What do they consider when deciding between potential solutions?

How To Create An Ideal Customer Profile

Think of an ideal customer profile as a representation of the type of person who might become a customer.

That’s what we do on a daily basis. We think about who these people are, and how they make their buying decisions.

Basic Demographic Targeting

My recommendation is to first nail down the basics. 

Demographics like…

  • Name
  • Title
  • Industry/Business
  • Background 

Then think of those companies, the ones they work for. Are they VC-funded, bootstrapped, or established?

What about their personalities? How do they communicate? 

The answer will determine if you should be casual, or formal when speaking to them.

For instance, if you’re offering a software product, having native integrations with those technologies is optimal. 

If you provide IT services, familiarity with the technologies they already use would be the way to go.

Find those commonalities– between you and your customer.

Think about things like location to narrow down your search, as well as revenue, company size, or the number of years they’ve been in business. 

Diving Deeper Into Demographic Targeting

But let’s go beyond demographics:

  • Who do they report to?
  • What do they want to accomplish?
  • What are their key goals?
  • What KPIs are they being measured against?
  • What are their primary pain points? What kind of issues are likely to be top-of-mind for them?
  • Where do they go for information?
  • Which social media networks are they active on?
  • Who do they trust?
  • What publications do they read regularly?

Another important question, which will lead to some very specific side branching ones is: 

“What obstacles does this customer have to face before purchasing our solution to their problem?”

This will reveal a few things:

  • It might be that they need to get their boss to sign off on it…
  • Or that they don’t fully understand the problem…
  • Or that they’re not the right person for you to be talking to.

And that’s just 3 of the many possibilities. It doesn’t even begin to cover marketing preferences, which brings up a good point…

What expectations might they have from a buying experience? How do they like to be marketed to?

So yeah, there’s a lot that goes into this, but the good news is that you can determine most of it on your own, without talking to anyone. Going based on your own knowledge, metrics, and any surveys or polls you’ve conducted in the past, you can probably piece most of this together.

But you’ll gain a deeper understanding if you get your target customers to answer some questions instead.

Sending out emails where you ask them for a few minutes of their time, give them a high-value offer, and then ask some of these questions, is just plain smart.

Using LinkedIn Profiles to Inform Your Ideal Customer Profile

Now we’re going to use people’s LinkedIn profiles to enhance our ideal customer profiles…

And this involves collecting different information.

So for example, take Richard Tseng (  He’s the vice president of marketing, eCommerce and technology at Monoprice…

Impressive. ????

He went to Cal Poly, and judging from the fact that he graduated in 2002, he’s probably around 39 years old.

That’s one down, let’s do another one.

There’s Clarence Chia (, the SVP of marketing, eCommerce, and direct-to-consumer at Fiji Water.

He went to UCLA Berkeley, and based the year listed on his first position, probably around 40 years old.

Analyzing The Data

Alright let’s move onto the trends.

Notice how both of these people are in marketing and eCommerce. Lofty titles, roughly the same age.

And they’re both male.

If we’d taken more details from more people, we probably could have spotted more diversity, gender equality, or a variation of expertise. 

But for the sake of argument, let’s build an ideal customer profile off of this.

We know…

  • Roughly what age they should be.
  • Their job titles.
  • And their gender.

A Sample Ideal Customer Profile Persona

Let’s look at a sample ideal customer profile ― Brian, a VP of Marketing at an enterprise software company. 

, How to Create an Ideal Customer Profile?

We’re going to use this as a quick reference guide when crafting messaging. It’ll inform other areas of marketing strategy, like the publications we find the most relevant.

Naming & Defining Your Persona

First we start by giving our persona a picture and name to make it easier. It helps us imagine they’re a real person.

We also give him the title of VP of marketing at EnterpriseCorp Solutions, a fake enterprise software company.

He’s 46, and likes larger city living, so we went with Philadelphia.

He went to Virginia Tech, makes around $190,000 a year, and directly reports to the CEO.

His main goal is to increase sales quarter-over-quarter, which means his biggest pain points are having to continuously find new scalable channels that drive results for business. 

As advertising and media environments shift, they need to keep the pace and learn how to drive quality leads using channels he might not be comfortable with.

So, he probably reads a lot of Business Insider, SaaStr, and MIT Tech Review articles.

There it is, fully fleshed out, the ideal profile persona…

Now how can we convince him to work with us?

Potential Sales Objections Or Obstacles

To answer that question, we first have to consider obstacles. What stands in the way of the prospect, in this case Brian, from seeing the benefits of your offer?

Some likely obstacles to his purchasing a solution would be the competing priorities of needing to see the potential for scale, and needing to prove ROI for any new channel quickly.

So something we want to tackle in our copy is the balance of those two concerns.

How To Approach, Or Market, To Your Persona

Then we handle the approach. 

When it comes to marketing to people, we’ve found that personal introductions are huge. So is highly-relevant, targeted content, but that’s a no-brainer.

This means account-based marketing is in order.

Content tailored to a very small subset of the market ― sometimes even the individual company ― and delivered in a way that’s:

  • Respectful of their time.
  • Clearly sets up the value they’ll receive by consuming the content.
  • And serves as a lead-in to a sales conversation.

When You’re Done, Analyze What You Have

At this point, your ideal customer profile should be pretty rich.

You can imagine what their lifestyle is like and what type of work environment they might be in.

So the time spent developing this profile should feel like an investment. Your findings will pay for themselves many times over when crafting your messaging.

About the Author

The name's Houston Golden. I'm the Founder & CEO of BAMF — a company I've grown from $0 (yes, really) to well over $5M+ in revenue over a span of 5 years.

How did I do it? Well, it's quite simple, really. I've helped hundreds of business owners and executives get major traction (because when they win, we win), I tell all on this blog.

Growth hacking is a state of mind. Follow along as I explore and expose the unknown growth strategies and tactics that will change the way you think about marketing.
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