Free Ideal Customer Profile Worksheet
Build your ideal customer profile with a free ICP worksheet, completed example, CSV download, and clear criteria for accepting or rejecting accounts.
Interactive tool
ICP worksheet
Illustrative example: a studio-management vendor researching independent pottery studios. These are planning assumptions, not Ceramik results.
A completed ICP example
- Target market and geography
- Independent pottery studios offering paid classes in the United States.
- Required account criteria
- Offers recurring classes; has a public website; serves adult students.
- Preferred signals
- Multiple instructors, memberships, and recurring workshops.
- Disqualifiers
- Retail-only ceramics shops, closed studios, and suppliers without classes.
- Observable problem evidence
- Class booking relies on email; the public schedule is difficult to maintain.
- What will make us revise this ICP?
- Review 20 manually checked accounts; revise criteria if fewer than 12 fit. This is a proposed test, not a measured result.
Your entries stay in this page. Download or print before leaving; refreshing clears them.
Direct answer
A useful ICP should help a team accept or reject a company consistently. This worksheet turns broad positioning into observable account criteria that can be tested in discovery and revised with sales outcomes.
What you can do
No account required
Runs in your browser
CSV download and print-ready worksheet
Describe the account, not a fictional buyer
Focus on company-level conditions: market, geography, business model, operations, problem evidence, and reasons the account may be a poor fit.
Separate requirements from preferences
Required criteria determine eligibility. Preferred signals help prioritize. Disqualifiers prevent attractive-looking but unsuitable accounts from entering the pipeline.
Connect the profile to outcomes
Review accepted accounts, objections, opportunities, and losses. Revise the profile only when evidence shows a criterion is missing or misweighted.
Evidence and limits
Privacy
Worksheet entries remain in the current browser page and are not sent to ScoreLead.
Related field guides
Go deeper with practical, source-aware guidance.
Related solutions
Compare the workflow, evaluate the category, or try a practical tool.
Ready to test the criteria against a market?
Use the worksheet first, then launch a focused discovery job.