Ideal Client Refresh

You have heard me recommend a regular refresh of your ideal client profile as best practice. Here are some specific ways to get the most from this exercise.

 

Use your ideal client refresh to…

…Drill down on the details. Get really specific as you visualize the person. What do they need to be open to? What is their mindset? How are they to partner with? Think about them as a realized human. You should end up with a detailed picture of the client with whom you will do your best work.

…Send notes to your referral sources and remind them what you're looking for. Don't assume that even your existing clients know your criteria. As you refresh your ideals, update your potential referrers. It can be as simple and straightforward as three to five bullets around what you're seeking these days.

…Pick something you don’t want. Maybe you’re not going to respond to certain kinds of RFPs. Perhaps you’ll have less tolerance around a particular type of business. Identify something to turn down or do less of in the coming months, then hold your boundary.

Just say no to chasing opportunities outside of your ideal. Now is a great time to conduct a refresh, challenge yourself, and keep it interesting.

Onward.
Tom

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