5 Questions to Ask to Get To Know Your Ideal Client - Studio Crescent

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5 Questions to Ask to Get To Know Your Ideal Client

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I am Jess! Ottawa brand strategist and website designer helping passionate service-based businesses grow with confidence through meaningful design. I'm the type of gal that use one too many exclamation mark in my emails and can only have one cup of coffee a day. Weird, I know. If you ever want to chat any thing biz, branding, or well - life, feel free to reach out!

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How do you get to know who your ideal client is? Well, ain’t that the question of the year? In today’s post, I will be going over 5 key questions to ask yourself so that you are able to craft strategic messaging and position yourself as the go-to service provider to help!


First and foremost, does this sound like you?

  1. You are struggling to attract quality clients that value your expertise + time (instead, they are trying to negotiate pricing with you and second-guessing your value)

  2. You are struggling to create content that captivates + converts (instead, you are spending hours shooting ideas in the dark or staring at a blank computer screen not knowing what to write)

If you are nodding yes… then keep reading!

Let’s get one thing straight…

There is a misconception that if you choose an “ideal client avatar” or “niche”, you can’t work with anyone else. I would like to put that to rest right about now because that’s simply NOT true. Knowing who your ideal client is is just a strategic way to get you in front of the right people that values what you can bring to the table. It’s about cultivating relationships and being business-savvy. Cause let’s face it – as much as we want to work with everyone, not everyone is for us.

Kinda like how dating is!

Simply put, would you want to commit to a relationship with everyone you meet? Knowing that there are people that just aren’t a good fit for you because you are at different “dating” stages, have completely opposite core values, or just simply aren’t a good fit? … Probably not.

Your time is precious and you would want to go on a date knowing that there is a possibility that you two will get along and something will blossom from it… which is why you do a bit of the vetting beforehand to get a sense of who they are, where they are at, and what they value.

That goes the same in business. You want to be able to get in front of the people that truly want to work with you and can value the expertise you can bring to their lives. They are the type of clients that isn’t price-shopping or devaluing your time as a business owner.

The Benefit Of Knowing Who Your Ideal Client Is

Getting to know who you want to work with goes beyond knowing their age, income, occupation, and favourite coffee order. It’s getting into their brains and REALLY knowing what inspires them, scares them, and believe in.

For example, the way you would speak to a new mom vs someone experiencing infertility is probably slightly different just because of what they are going through in their lives. The tone of voice, messaging, and what they are looking for.

Therefore, the earlier you are able to understand the needs and wants of your ideal client…

  1. It gives you the opportunity to gain deeper insights into your clients – psychologically
  2. It can help narrow the scope of your marketing and advertising efforts
  3. It makes communicating and marketing that much more effective because you can clearly identify how to better their lives
  4. It can position you as the ‘go-to” service provider because you have an in-depth understanding of your audience
  5. It allows you to fine-tune and personalize your sales journey and offerings that much more

Without further ado, here are 5 questions to ask to get to know your ideal client better:

1. What common ground do you have with them when you meet in person?

Connection is key in a collaborative partnership. The first thing before you even think about talking about your services or products to your ideal client is to tell them more about yourself and what you stand for.

Who are you? Why should they follow you and connect? How are you guys similar? Did you guys walk a similar path? Are you both dog people? Do you both share the same faith?

The right partnership is one that goes beyond the project. It’s someone that you can have a conversation with without having to feel less than or someone that you are not.

2. What are they looking to achieve personally, professionally, spiritually, and financially?

Knowing your ideal client’s goals in life can help you better understand how you can be there to support them in all areas of their lives.

For example: As a financial coach, not only are you able to expand their money mindset, but you could also empower them to gain control of their day-to-day finances, save for the future, negotiate a more appropriate salary, and be able to create deeper, more meaningful relationships with their family through experiences.

3. What keeps them up at night?

Is it not knowing where their next client is coming from? Lack of confidence? Imposter syndrome? Anxiety? What keeps them up at night so that they have to reach out to you in order to get a good night’s sleep? How can you ease what they are experiencing and what does that process look like?

Related Post: How To Stand Out In A Saturated Market

4. How do they want to be perceived?

This question really gets down to the human psychology of understanding a person. All of us are seeking approval from someone and want to be perceived in a way that makes them feel more confident. Understanding the motivation behind it as well as the desired feeling can allow you to speak to them more intimately!

5. What do they envision their “ideal life” to be?

To be able to describe what their life looks like before and after working with you is a way for them to visualize how you can get them to where they want to be. Lean into the details and get personal.

In summary…

Once you are able to answer these questions and understand what they are thinking, you are able to create messaging + content that speaks directly to them and position your offer to be THE solution to help them.

Interested in working together to uncover your brand essence, messaging, and ideal client? My brand strategy workshop offering might be for you, which gives you the blueprint for your business!

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