• 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

What defines our ideal customers?

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.

Note: When used inside the Clarity Playbook, this answer automatically syncs to your Strategic Clarity Canvas.

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This is part of the **Clarity Playbook -** a free planning system that connects everything into one clear strategy using the Strategic Clarity Canvas.

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