Resources · Worksheet

Ideal Client Avatar Sheet

Who do you actually want your firm to serve? The Ideal Client Avatar Sheet gives you a place to work through what those clients want, what they want to avoid, the alternatives they have, and why they would choose your firm. It also asks you to connect your services to their immediate goals.

Start with clients you enjoyed helping. Write down what they had in common, then use the questions to make your message more specific. You can apply the same exercise to a referral source. For the next step, use your answers alongside the Marketing Plan SOP.

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And it’s not easy to build a successful business while maintaining a sense of control over your life, either. That’s why I’m here, to help you create the kind of life you will love to live. Yep, you can have your cake and eat it too. Who would want a cake they can’t eat? (even if I am more of a cookie/brownie type guy).

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