• What is this tool, and how to use it

Step 1: List and Evaluate All Customer Segments

Sort out who you’re really built to serve

• Reflection Questions

Instructions

1. List all the types of customers you currently serve or could serve. Think broadly—different industries, roles, use cases, or business types.

2. Group similar ones and delete duplicates. Keep only the distinct segments.

3. Open each segment’s toggle and answer the 3 tests:

   • Is it profitable? Does this group drive real margin or net profit (not just volume)?
   • Is it long-term? Can you grow with them over time?
   • Are you a unique fit? Do you have an edge that makes you the best option?
   1. Pick the one you’re best positioned to serve. Add this emoji next to it: 🎯

   That’s your perfect customer segment.

Step 2: Define the Segment You Chose

Get specific about who they are and where they are

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Who They Are (Demographics)

• Reflection Questions

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Where They Are (Geographics)

• Reflection Questions

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Instructions

1. Describe what this customer looks like. Think job title, business type, company size, income level, or any traits that would help you recognize them in a crowd.

   Example: “Ecommerce brand owners, 2–5 person teams, under $5M in revenue.”

2. Describe where they are. What locations or regions are they in? Focus on geography only—not where they hang out or how they behave.

   Example: “Primarily in the U.S., with clusters in Canada and the UK.”

3. Don’t worry about their personality, mindset, or communities yet—you’ll map that in a different tool.

Step 3: Finalize Your Perfect Customer

Get crystal clear on your ideal customer

• ✏️ Standalone version
• 🔁 Linked version

Instructions

Combine everything you’ve written into a simple, clear definition of your perfect customer. Use both: who they are and where they are.

This is the customer you’ll build your offers, messaging, and strategy around—so make it count.

If you're using the Linked Version, your answer will sync into your full strategy doc. If not, use the Standalone Version. Delete the one you’re not using to keep things clean.

<aside> <img src="/icons/meeting_purple.svg" alt="/icons/meeting_purple.svg" width="40px" /> Get Free Help Filling This Out

Need help using this tool or figuring out next steps?

Schedule a free strategy call and we’ll walk you through it together. Zero pressure, just focused support.

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<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/d65466a8-23b1-4de7-a6b7-bb6601aa2f81/41cd1405-cbc9-49e5-b06f-e4751a7c0249/FP-Icon_Logo1.png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/d65466a8-23b1-4de7-a6b7-bb6601aa2f81/41cd1405-cbc9-49e5-b06f-e4751a7c0249/FP-Icon_Logo1.png" width="40px" /> Keep Going With the Clarity Canvas

We built this tool as part of the Strategic Clarity Canvas, our 12-step framework for growing with less guesswork and more profit.

Check out more free tools and guides to keep things moving.

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