VelocityFramework

Favorite Customer Profile · Heading pillar

Know exactly who you do your best work for.

The first step to better marketing isn’t better messaging — it’s a clearer picture of who you’re trying to reach. This worksheet defines one to three Favorite Customer Profiles your entire team can use for marketing, sales qualification, referrals, and proposals.

15 minutes · Free · No account

What you’ll leave with

A shared definition, not a guess.

  • 1–3 Favorite Customer Profiles. Eight-section definitions covering who they are, how they come in, why they’re a fit, what you say yes to, and when you say no.
  • Optional scope guardrails. If your business needs company-wide sales filters — geography, deal size, no-go work — add them before defining profiles.
  • A PDF to share. Branded worksheet with a summary table, deep-dive pages per FCP, and the guardrails. Email it to your leadership team for alignment.

Before we start

A few details

Does your business need company-wide scope filters before defining FCPs?

Most businesses skip this. Choose “yes” only if you need scope guardrails — geography, deal size, no-go work — at the company level before you get to individual customer profiles.

We’ll save your worksheet to this email so you can share it with your team and revisit in 90 days.