Client Profile Template
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Complete Client Profile Template with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
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3Diana’s Ideal Client Profile Template
Coming up with your ideal client profile is one of the most overlooked steps in the marketing
process for freelancers. I strongly recommend you work out a profile for the businesses you want to
work with but also, the people within those companies with whom you want to work with or the
very least, to whom you’d reach out for collaboration and who are most likely to interview you.
The Business Client Profile
Demographic Checklist
Company size ____________________________________
Location of headquarters ____________________________________
Types of products and services they provide ____________________________________
Annual revenue ____________________________________
Number, size and location of branches ____________________________________
Year founded ____________________________________
Psychographic Checklist
Market leader ____________________________________
Innovative or cutting-edge ____________________________________
Liberal or Conservative ____________________________________
Environment-friendly ____________________________________
Employee/family-friendly ____________________________________
Fast growing/adopting new ideas ____________________________________
Stable/set in their ways ____________________________________
What growth stage is the company in? (start-up, growth, stable or decline)
________________________________________________________________________
What is the type of workforce they employ?
________________________________________________________________________
What is the company's culture?
________________________________________________________________________
What is the management style?
________________________________________________________________________
What trade associations do they belong to?
________________________________________________________________________
What publications do they subscribe to?
________________________________________________________________________
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Parent category: Business