Name
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First Name
Last Name
Email
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How old is your dream client?
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It might be an age range, or a few different age groups.
Are they a man or a woman?
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Do they have children? If so, how many?
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What towns / neighborhoods do they currently live in or want to live in? Where are your transactions happening?
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If your clients are moving from out of state, which states are they coming from?
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Which towns / cities would you like your transactions to take place in?
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Are there any specific areas you do not want to work in?
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For example, what is the preferred radius of your work?
What do they do for work?
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If you aren't sure, make an educated guess about the types of occupations they might have.
What is their education and income?
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If you aren't sure, what would you like it to be, ideally? It is okay to make generalizations for the purpose of this exercise.
Which of the following describe your dream client?
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What do their goals look like?
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Please include details about their personal, as well as business-related goals.
What are some ideal qualities of your dream client?
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For example, think of your favorite clients. What made working with them so great? Be specific.
When they are online, where can you find them? What websites do they visit often?
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This may or may not be related to your business.
Where do they shop?
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Be specific. Do they shop at big box stores? Boutiques? A balance of both? Which ones?
What are their hobbies or interests? What do they do in their spare time?
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What do they read? What books are they interested in, magazines do they keep on their coffee table?
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Get creative.
What is their favorite quote or words they live by?
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It can also be a general theme or outlook on life.
Who do they follow on social media? Who inspires them?
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If you aren't sure about specific accounts, make a generalization about the type of accounts they would be interested in. Think about their lifestyle.
Which social media platforms do you think they use most?
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What problems do they have that are solved by your service or product?
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How do they feel without your service or product?
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What are some of their fears?
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How does your service make them feel?
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How has your service changed their life?
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Who are your competitors, or people who are doing something similar?
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If you feel that this is relevant to your business.
Are there specific people in your industry or outside of your industry whose online presence you admire?
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Please drop their links below.
Is your current client your dream client?
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If you said no to the question above, what does your current client demographic look like?
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Are there any consistencies you are seeing between those who are not your target client?
How do you want your content to make them feel? What emotions would you like to come to mind when they see your posts, website, content, etc?
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When someone visits your social platforms or website, what are three descriptive words that you would like to come to mind?
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For example, when someone sees my website / social accounts, I want them to immediately notice that my brand and business is elevated yet approachable, and personal.
Is there anything else you would like to add, or any characteristics or qualities of your dream client / customer that were not covered by the questions above?
FOR NEW LOGO & BRANDING PROJECTS ONLY: When you think about your brand and logo, what do you envision? What colors come to mind?
FOR NEW WEBSITE PROJECTS ONLY: When you think about your website, what do you envision? Are there any websites, in your industry or otherwise, that stand out to you?
