Creating Your Ideal Client Reference Sheet + a Free Canva Template!

You’ve done a lot of work to get specific about your ideal client and have learned a lot about her. Having all this information is awesome, but if you’re anything like me, it might have turned into jumbled mess wreaking havoc on your mind by now.

You’ll get the most value out of the information you’ve gathered if you organize it. This week’s one-page client profile will help you make sense of everything and create a useful summary. When you’re finished filling it out, you can print it out and post it someplace visible for easy reference. So when you sit down to write a blog post, plan your Instagram week, or brainstorm marketing ideas, you’ll have a distilled client profile to remind you who you’re creating for. 

First, gather all your previous notes and worksheets and highlight the most important and relevant information. Think about what will help you the most when you’re creating for your brand. Then, search for a photo that you feel represents your ideal client. Pay attention to what she’s wearing, where she is, and her expression. Make sure you have permission to use the photo you choose. My favorite place to look for free totally-legal-to-use photos is UnsplashGive her a name, too. This will make her seem more like a real person and less like an exercise.

Access the client reference sheet template and fill it out with your ideal client’s photo and details. Remember to keep this simple and only include the most important information so that your print out doesn’t look crowded and overwhelming. Last, download and print your reference sheet out and post it near your desk. This way, your ideal client profile will always be there for you when you need it most.

Give yourself a high five! You’ve figured out who your ideal client is, found her online hangouts, talked to her in person, and distilled everything down to a useable tool. That’s the kind of work that will serve your brand for years to come.

Your action steps for the week:

  1. Review your ideal client notes and highlight the stuff you’ll include on your reference sheet.
  2. Find a portrait that represents your ideal client.
  3. Give her a name!
  4. Access the Ideal Client Reference Sheet template and fill in your details.
  5. Print and post your reference sheet!

Access the Ideal Client Reference Sheet Template

Scroll to Top