Identifying the ideal client

Trello Task List for Identifying the Ideal Client Questionnaire

Trello Board Name: Ideal Client Profile & Questionnaire

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⿡ List: Research & Preparation

Tasks:
✅ Define the purpose of identifying an ideal client
✅ Research industry trends & competitor client profiles
✅ Gather data on existing customers (if applicable)
✅ Identify common pain points, desires, and needs in the niche

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⿢ List: Core Demographics

Tasks:
✅ Age range
✅ Gender (if applicable)
✅ Location (city, state, country)
✅ Education level
✅ Income level
✅ Occupation & industry
✅ Marital status & family size

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⿣ List: Psychographics & Behavioral Traits

Tasks:
✅ Values & beliefs
✅ Interests & hobbies
✅ Lifestyle & daily habits
✅ Spending habits (where they invest money)
✅ Social media usage & preferred platforms
✅ Decision-making process for purchases

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⿤ List: Business Needs & Pain Points (For B2B Clients)

Tasks:
✅ Industry challenges & common frustrations
✅ Business size (solopreneur, small business, enterprise)
✅ Revenue range
✅ Current solutions or tools they use
✅ Decision-makers & influencers in the company
✅ Preferred communication & sales process

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⿥ List: Buying Journey & Decision Factors

Tasks:
✅ What triggers them to seek solutions?
✅ What objections do they have before purchasing?
✅ Who influences their buying decisions?
✅ Where do they look for information? (Google, referrals, social media, etc.)
✅ How urgent is their need for a solution?

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⿦ List: Questionnaire Creation & Testing

Tasks:
✅ Draft the ideal client questionnaire
✅ Keep questions clear, concise, and relevant
✅ Include open-ended and multiple-choice questions
✅ Use survey tools (Google Forms, Typeform, JotForm)
✅ Test survey with a small sample audience
✅ Revise questions based on feedback

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⿧ List: Distribution & Data Collection

Tasks:
✅ Share questionnaire via email, social media, website
✅ Encourage participation with incentives (discounts, free content, etc.)
✅ Track responses & analyze patterns
✅ Categorize data to refine the ideal client persona

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⿨ List: Refining the Ideal Client Profile

Tasks:
✅ Summarize key insights from responses
✅ Identify trends in pain points & preferences
✅ Create detailed client avatars based on responses
✅ Update marketing & sales strategies to align with the ideal client profile

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Trello Board Benefits:
•Keeps the client identification process structured
•Helps in crafting targeted marketing strategies
•Streamlines lead qualification & business growth