Ideal Customer Worksheet
Quick Simple Leads Resource Center

1. Who do you want to serve?
Business types, locations, company characteristics.

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2. What problem do you help solve?
Describe the need from the customer’s perspective.

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3. What makes a good fit?
Service area, capacity, relevant needs, and other practical criteria.

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4. What would rule out a prospect?
Conditions that make your offer unsuitable.

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5. Where could you find these customers?
Referrals, associations, events, public research, or other channels.

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6. What evidence do you have?
Customer conversations, past projects, research sources, and dates.

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7. What do you still need to learn?
Separate assumptions from verified facts.

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8. Your next small step
One action, owner, and target date.

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