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Building an ideal customer profile your whole team agrees on

Industry, size and title are the start. The best ICPs also describe timing and triggers. Here’s the worksheet we use with customers.

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Emma Doyle

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7 min read

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An ideal customer profile is only useful if sales, marketing and leadership actually agree on it. Otherwise every team scores leads differently.

Start with the deals you’ve won

Pull your last 30 closed-won deals and look for patterns in industry, size, role and the trigger that made them buy. Those triggers, like a new funding round or a hiring push, are often more predictive than firmographics.

Write it down and revisit monthly

Keep the profile to one page and review it once a month. Leadpilot’s scoring learns from closed deals too, so your written profile and your scores stay in sync.

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Try it on your next lead

Free for 14 days. Connect your CRM in a couple of minutes and watch the first follow-up go out.

Leadpilot paper plane

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