Sales / Free editable template

Ideal customer profile template

An ideal customer profile describes the companies you win most often and keep longest. This example sets the sweet spot on four ranges, company size, revenue, finance team and growth, marks target industries, helpful tech and buying triggers, then scores one example prospect against the profile and lists the disqualifiers.

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Ideal customer profile example showing sweet-spot ranges with a prospect marker, industries, tech stack and buying triggers, fit score and disqualifiers
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Study your best customers

    Look at the customers who bought fastest, pay the most and stay longest. Note what they have in common.

  2. Set the ranges

    Turn those traits into sweet-spot ranges and lists: size, revenue, industry, tech and the events that make them buy.

  3. Score and disqualify

    Score prospects against the profile and write down the traits that rule a company out, so reps stop chasing poor fits.

Questions about this template

How do I score a prospect against the profile?

Check where the prospect sits on each of the four ranges and against the industry, tech stack and buying triggers, then update the score card and fit rating.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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