A Step-by-Step Guide to Identifying Your Ideal Client and Ideal Job
Are you a business owner, entrepreneur, or side hustler looking to grow your business but unsure where to focus your efforts?
You're not alone.
The landscape of opportunities—from TikTok and YouTube to SEO and paid ads—can be overwhelming. So, how do you determine where to concentrate your marketing energy for the best return on investment?
In this guide, I’m introducing two critical concepts that are part of my Focus Flow.
Here’s something I get asked all the time:
“Should I focus on [insert latest trend here] to grow my business?"
And here’s the answer nobody likes to hear:
"It depends."
But the reality is there’s no single strategy that works for everyone. Even if you're in the same industry as someone else, you may be focused on a different niche.
But I never just say, "It depends," because that’s not helpful.
What follows next is one of my favorite exercises with entrepreneurs. I call it the Focus Flow, and it starts with two crucial questions:
Let's dive into each of these.
If you’re even thinking about starting a business, this likely isn’t an entirely new question for you. However, I often meet business owners who have been at it for years and still don’t have this defined clearly enough to help them grow their business.
As an entrepreneur, understanding your ideal client is crucial for creating targeted marketing strategies that drive engagement and growth.
Your ideal client description doesn’t initially have to be that technical. For example, my ideal client is an entrepreneur at a critical inflection point.
They are typically in one of two stages:
Both are entrepreneurs poised for growth and committed to making it happen.
But if you want to take it further in defining your ideal client, follow these steps to identify your ideal client effectively:
Start by examining your existing customer base.
Look for common characteristics among your best clients—those who bring in the most revenue and are the easiest to work with.
Consider the following attributes:
Gather direct insights from your customers by conducting surveys or interviews.
Ask questions that help you understand their needs, pain points, and motivations.
Here are some example questions:
You don’t need to do a ton of these, but enough to see some themes emerge.
Analyze the data collected from surveys, interviews, and observations to identify common customer pain points. Understanding their challenges will help you tailor your offerings and marketing messages to address their specific needs.
Develop detailed client personas based on the information gathered. A client persona is a semi-fictional representation of your ideal client, including demographics, psychographics, and behavioral traits.
Each persona should include:
Test your customer personas and assumptions by running targeted marketing campaigns.
Use A/B testing to see which messages resonate most with different segments. Monitor key metrics such as engagement rates, conversion rates, and customer feedback to validate or refine your personas.
Check out our persona guide if you want a deeper understanding of how to create an ideal client persona.
Now that we know your ideal client, let's focus on identifying your ideal job.
This step is crucial because it ensures that you’re not only attracting the right customers but also doing the work that is most fulfilling and profitable for you.
What’s Your Ideal Job?
Your ideal job revolves around the specific problems you love to solve and the value you provide to your ideal client. When you align your business activities with these factors, you’ll find greater satisfaction and success.
Steps to Identify Your Ideal Job:
Your ideal job should be a combination of:
Your ideal client who needs you to do your ideal job is who you want to build your business around. It’s the customer you want calling on the phone or walking in the door over and over.
You must define your ideal client specifically enough that there’s no doubt whether someone is or is not your ideal client.
Marketing can often feel like navigating a maze for purpose-driven entrepreneurs.
A Focus Session helps you take the next step toward a clear and actionable marketing strategy that can help you drive impact
Let me tell you a client's story to really flesh this out.
I was having this exact conversation with the owner of a remodeling company over some good BBQ. His youngest child was in high school, and he wanted to grow the business to a point where he could sell it in seven years.
But when it comes to googling “how to grow your construction business,” it’s easy to get overwhelmed with the noise of general advice that doesn’t consider your actual business.
And that’s where he was at.
As we talked, it became clear his ideal customer was a couple with significant disposable income who wanted to substantially upgrade their home. They needed to be able to fund a project in the $300K-$1M range and live within an hour of where he lived.
This ideal client was closely tied to his ideal job.
He didn’t enjoy the churn of managing a ton of small jobs (bathroom remodel here, repaint there…). He loved tackling big projects like a whole home remodel, tear down and rebuild, or a new addition.
A facilitated conversation helped him to name these preferences more specifically and even recognize how life-giving it would be to only do the kind of projects he really enjoyed.
After doing the math on his overhead and profit, we came to the conclusion that he only needed about 9 of these clients a year.
There's nothing super complicated here. But here was the aha moment - He didn’t need the phone to ring off the hook; he needed the right people calling.
And now he knew clearly who those people were.
This clarity allowed us to focus his marketing efforts on strategies that targeted his ideal client, who was looking for someone to do his ideal job.
This abbreviated account of our conversation is part of what I call the Focus Flow, where we walk through the following questions:
I love walking through this process with entrepreneurs. Here’s why.
Launching and growing a business is hard work.
There are so many things you need to know and be able to execute to even just survive. It’s overwhelming.
But when we work through this process together, I can visually see entrepreneurs relax because they finally have a clear and actionable plan.
And helping people reach clarity is a big part of what I do.
Identifying your ideal client and ideal job is an essential process that requires focused attention and a willingness to be honest with yourself.
By following these steps, you'll gain a clearer understanding of both the kind of business you really want to own and a path to get there.
Ready to dive deeper into identifying your ideal client?
Join us at Better Story Marketing for a free Focus Session, and let’s pinpoint exactly who you should be targeting to grow your business!
Here's a step-by-step action plan to help you focus and grow your business:
By identifying both your ideal client and your ideal job, you can create a focused, effective marketing strategy that not only attracts the right customers but also allows you to do the work you love.
Ready to take the next step? Let's refine your strategy together!
A customer persona, also known as a buyer or audience persona, is a semi-fictional character representing your ideal customer based on market research and real data about your existing customers.
You can use them to guide everything from product development to marketing and sales strategies.
They allow understanding your customers better, in order to tailor your content, messaging, product development, and services to meet the specific needs, behaviors, and concerns of different groups.
A comprehensive customer persona should include demographic information, behavioral traits, motivations and challenges.
There's no one-size-fits-all answer to this question. Small businesses or nonprofits may only need one or two personas, while larger organizations may require several.
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What if you could turn those conversation into new clients?
Over 5 days, I’ll teach you how to use the power of story through a proven framework to craft the most profitable elevator pitch you’ve ever written.