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INTRO
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Ideal Customer Profile Survey

Use template
When creating your ideal customer profile, start with by interviewing your team on the last 25 deals they closed. This ICP template leverages the MEDPIC sales qualification approach. We recommend using one master template for multiple interviews.
AUTHOR
Ideal Customer Profile Template
Frameworks
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Jim Benton updated section Other Attributes background to blue on Wed Sep 14 2022 undo
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Jim Benton updated section Size background from gray to blue on Wed Sep 14 2022 undo
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Jim Benton updated section Geography background from gray to blue on Wed Sep 14 2022 undo
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Jim Benton updated section Vertical background to blue on Wed Sep 14 2022 undo
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Jim Benton updated section Size background from white to gray on Wed Sep 14 2022 undo
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Jim Benton updated section Geography background from white to gray on Wed Sep 14 2022 undo
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Jim Benton updated Ideal Customer Profile | Meddpic Survey Template on Sat Jul 20 2019 undo
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Jim Benton updated section Size background to white on Sun Mar 31 2019 undo
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Jim Benton updated section Geography background to white on Sun Mar 31 2019 undo
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Jim Benton updated section Weaknesses? background from red to orange on Sun Mar 31 2019 undo
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Jim Benton updated section SIZESize on Sun Mar 31 2019 undo
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Jim Benton updated section GEOGRAPHYGeography on Sun Mar 31 2019 undo
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A
Judy Butler
10:15pm
Burt Crumb
10:16pm
@JaneSmith goes to the ocean
Went surfing today and rode a huge wave
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MS
Marty
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March 23
MARKETING SEO -Win the market and all the users for years to come
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#samplenotes

Template Library
Frameworks
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Q2 2024
ICP

Why did we win?

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Identify Pain

JB
Why did they ultimately buy? What were there core objectives?
Close
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Economic Buyer

JB
Who was the budget holder? How do the allocate budget
Close
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Metrics

JB
What was the economic impact of our solution? What metrics mattered?
Close
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Decision Process

JB
What was the process we went through? Discuss timing.
Close
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Decision Criteria

JB
What was the criteria the evaluation and decision was based based upon?
Close
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Paper Process

JB
What was required to get this deal signed? How long did this take?
Close
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Champion

JB
Who was key to getting this deal closed? how did they help?
Close
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Competitor

JB
Who were we up against? Why? What were the key objections?
Close
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Vertical

JB
Describe their vertical, company culture
Close
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Geography

JB
Describe their location, did we meet them in-person?
Close
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Size

JB
Describe their size
Close
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Other Attributes

JB
Any other attribute that made them a good fit?
Close
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Strengths

JB
Where did we shine in the sales process?
Close
0%

Weaknesses?

JB
What could we have done better?
Close
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Close
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21
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notes
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