Your Ideal Client
IDEAL CLIENT AVATAR
It’s time to get crystal clear about your ideal client.
In order to attract more clients, you need to OVERstand the type of clients you are looking for. By
focusing on them alone, instead of trying to target the sea of potential tax clients, you will save
yourself a lot of time, stress and money!
You need to dig deep into the mindset of the person you are best equipped to work with, your
ideal client. What do they desire? What peaks their interest? What drives them towards the sale?
Your client avatar is a REAL PERSON. By taking the time to OVERstand what motivates their
buying habits, you can better gauge their wants, needs, and fears
Understanding your Ideal Client
1. Who is my tax service not for?
2. What does my ideal client worry about?
3. What stresses my client out on a regular basis?
4. What does my client value? What makes them happy?
5. What format does your ideal client love to conduct business?
In the office? By phone?
Make your Ideal Client Avatar REAL.
1. Create a name for your ideal client.
2. What is their age?
3. Are they male or female?
4. Are they single or married?
5. Do they have children?
6. How is their credit?
7. What type of job do they have? How long have they been there?
8. How much money do they make?
9. What do they fear?
10. How does your ideal client learn about you and your services?
Once you have created the details, I want you to write out one to two paragraphs detailing your
ideal client. An example has been provided below about a client avatar I created for one of our
“Jamilla is a 29 year old billing clerk from Atlanta. She spends about 4 hours a week reading blog
posts and in FB groups for business owners. Although she doesn’t currently own a business, she is
eagerly awaiting the right opportunity that will propel her into success. It’s in one of these groups
that she notices my post about a business opportunity.
Jamilla makes between $25000-$29000 per year as an advisor but feels very incomplete in her
job. She feels undervalued and under-appreciated. She also resents the fact that she has little time
to spend with her 5 year old daughter who is growing right before her eyes. She sees her
successful friends making it as entrepreneurs and is ready for her own opportunity.
Although Jamilla is completely fed up with her job and ready to quit, she has never been self
employed before. She is scared of jumping into the sea of business ownership with no net or lifeboat. She wants the assurance of mentorship from people who have been through the trials and
can set her up for success. Once she sees that the opportunity is real and valid, she is completely
Now write your ideal client avatar story here:
Now that you are crystal clear on your ideal client, you can feel confident when marketing to them.
You know who you are speaking to, what they want, and what they fear!
Use this information to your advantage when marketing in person, on social media or through print
advertising. Remember you are not speaking to everyone, only your IDEAL CLIENT.