Ideal Customer Profile (ICP) Template for Targeted Sales Success

Ideal Customer Profile (ICP) Template for B2B SaaS Company

Company Information

  1. Company Name:
  2. Industry/Niche:
  3. Company Size:
    • Employees:
    • Revenue:
  4. Location:
    • Headquarters:
    • Operational Regions:
  5. Type of Business:
    • Startup
    • SME (Small and Medium Enterprises)
    • Enterprise
    • Non-profit
  6. Company Growth Stage:
    • Early Stage
    • Growth Stage
    • Scale Stage
    • Maturity

Decision Maker & Influencer Information

  1. Primary Decision Maker(s):
    • Role/Title:
    • Department:
  2. Influencers:
    • Role/Title:
    • Department:
  3. End Users:
    • Role/Title:
    • Department:

Technology & Tools

  1. Current Solutions Used:
    • Productivity Tools:
    • Communication Tools:
    • CRM/ERP Systems:
    • Marketing Automation:
    • Analytics/BI Tools:
  2. Technology Adoption:
    • Early Adopter
    • Mainstream
    • Late Majority
  3. Pain Points with Current Solutions:

Business Challenges & Goals

  1. Key Business Objectives:
  2. Short-term Goals:
  3. Long-term Goals:
  4. Challenges & Pain Points:

Buying Behavior

  1. Buying Cycle:
    • Length of the Buying Cycle:
    • Key Stages:
  2. Budget:
    • Budget Range for Solutions:
    • Budget Approval Process:
  3. Preferred Vendor Qualities:
    • Price
    • Quality
    • Customer Support
    • Innovation

Preferred Communication & Sales Approach

  1. Preferred Channels of Communication:
    • Email
    • Phone
    • In-person
    • Social Media
    • Webinars/Online Demos
  2. Content Preferences:
    • Case Studies
    • Whitepapers
    • Product Demos
    • Testimonials
  3. Sales Cycle Preferences:
    • Consultative Selling
    • Solution Selling
    • Value Selling

Additional Notes & Insights

  • Competitor Solutions Currently Considered:
  • Unique Selling Propositions (USPs) of Our Solution:
  • Potential Objections & Counterarguments: