Describe your ideal customer
Write a target persona, market, niche, offer, size, signals, and exclusions that can be reviewed before a run.
When to use this
Use this guidance when a profile is too broad, too narrow, or returns companies that are not useful for your offer.
Requirements and availability
- Describe observable company and buyer characteristics rather than vague adjectives.
How to do it
- Name the customer type and business situation that makes your offer relevant.
- Choose the actual market and industry or niche.
- Set a company-size band your offer can serve.
- Add buying signals supported by current public evidence.
- Add up to two exclusions for candidates that must never pass.
- Save and test with a small run before increasing recurring volume.
Fields and controls
| Control | What it does |
|---|---|
| Describe target persona | The primary natural-language brief. |
| Buying signals | Positive timing or fit guidance unless also selected as a hard requirement. |
| Exclusions | Pass-or-fail rejection rules; two are available. |
What happens next
Future runs use the saved wording. Previously delivered records do not change when the profile is edited.
States you may see
| State | Meaning |
|---|---|
| Too broad / too narrow | A result-quality observation; change one profile dimension at a time. |
Credits and usage
Profile wording does not itself change credit cost. Effort and Extra requirements set the maximum research budget.
Common problems
| Problem | What to check |
|---|---|
| Results fit the industry but not the offer | Make the business situation and buyer responsibility explicit. |
| Almost nothing qualifies | Review hard requirements and exclusions before widening several fields. |