This document provides questions to help identify characteristics of an ideal client, including their demographics like age and location, family situation, net worth, occupation, industry, income level, daily tasks, business issues, personal concerns, communication preferences, and values. It suggests picturing details about a client to help focus services on their most important needs and priorities.

1. Who do you want to work with? (Picture your IDEAL client)
Demographics
Age
range
Area
they
live
&
work
Family
Situa:on
Personal
Net
Worth
Occupa:onal
Employment
Role
Qualifica:on/s
Industry/type
of
work
Personal
work
income
level
Day-­‐to-­‐day
func:ons
&
tasks
Business
Issues
Financial
issues
People
Issues
Environmental
Issues
Biggest
future
challenges
Everyday
Life
Concerns
Family
Personal
financial
Future
planning
Free
:me
Individual
style
Key
personality
traits
Communica:on
preferences
Values
What
do
they
protect?
What
do
they
care
about
outside
work
&
family?