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Targeting

Write your ideal customer profile

Turn notes on your best customers into an ideal customer profile you can build a list from.

The prompt
Here are notes on our best customers (the ones who got results fastest and stayed):

{{customer_notes}}

Write our ideal customer profile:
- Industry and sub-industry.
- Company size (employees) and stage.
- Location.
- The role that buys, and the role that uses it.
- The problem they have when they buy.
- 3 signals that a company needs us now.
- 2 kinds of company to avoid.

Base it only on the notes. Mark anything you inferred with "(guess)".
Example of what it writes
Industry: B2B marketing agencies (SEO and paid ads).
Size: 5-40 employees, founder-led.
Location: US and UK.
Buyer: founder; user: account managers.
Problem: new-client pipeline depends on referrals.
Signals: hiring a sales person; launching a new service; partner page lists fewer than 10 clients.
Avoid: agencies over 200 people (guess), agencies with their own SDR team.

How to use this prompt

  1. Copy it into any AI tool, such as ChatGPT or Claude.
  2. Replace each {{field}} with real details about you and the person you're writing to. The more specific they are, the less generic the result.
  3. Check every fact, name and number in what comes back: AI can sound sure about things that aren't true.
  4. Cut it down if it runs long. A cold email reads best under about 75 words.
  5. Send it to yourself and read it on your phone before anyone else sees it.

More ways to use AI well are in AI for cold email: where it helps and where it hurts.

Everything for cold email, in one place.

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