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The ideal customer profile most firms skip

Services firms define their ideal customer by size and industry, then skip the part that predicts a deal. Here's the profile of the moment, not the company.

Kevin French
· 3 min read

The ideal customer profile most services firms skip is the profile of the moment. They describe the company perfectly and say nothing about when that company is ready to buy.

Ask a services firm about their ICP and you'll hear something like this. Mid-market healthcare and financial services, $500M to $5B in revenue, North America. That's fine as far as it goes. It tells you where to look. It doesn't tell you who to call this week.

The company profile is the easy half

Size, industry, geography, maybe a tech stack. Every firm has this written down somewhere. It narrows a market of millions of companies to a few thousand.

But a few thousand accounts is still far too many for a small team to work well. And most of those companies aren't buying anything from you this year. They match the profile on paper and have no reason to talk.

So teams pick from the list at random, or alphabetically, or by whoever has the nicest logo. Then they wonder why the pipeline is thin.

The profile of the moment

The half most firms skip describes the situation an account is in when it buys from you. Not who they are. What's happening to them.

Look at your last ten real deals. Not the ones you pitched. The ones that closed. Go back to what was going on at each company in the months before the first conversation.

You'll see patterns. Maybe most of your wins came within a few months of a new CIO starting. Maybe they followed a quarter where the company flagged margin pressure in an earnings release. Maybe the buyer had been trying to hire for the exact skill set you provide and couldn't.

Those patterns are your real ICP. They're buying signals, and they describe the moment a company in your market becomes a company ready to talk to you. The guide to buying signals covers the ten that matter most for services.

How to write it down

Write the moment profile next to the company profile. Keep it short.

Say a firm that does data platform work for mid-size insurers looks at their wins. They might find that their best deals came from carriers with a new head of data in the first six months, plus a filing that mentioned legacy policy systems, plus open roles for data engineers. Any one of those is interesting. All three at once is a strong account.

So their moment profile reads like this in plain words. A carrier where a new data leader has started recently, where the company has named old systems as a risk, and where they're trying to hire the skills we already have.

That's a description you can act on. You can watch for it. And when you find it, you know why you're reaching out before you write a word.

Why this changes the pipeline

When you target by moment, a few things shift.

Your account list gets smaller and better. Instead of three thousand companies, you have forty that match the moment this month. A seller can actually research forty accounts properly.

Your openers get sharper. You aren't writing to a company that fits a category. You're writing to a leader who just started, or a team that can't hire, or a business under pressure. The research hook writes itself.

And your timing improves. Signals age. A company that matched your moment profile last spring may have already picked a partner. By tracking the moment, you get there before the decision closes.

The trap to avoid

Don't let the moment profile turn into a giant list of every possible trigger. If everything is a signal, nothing is. Pick the three or four patterns that showed up in your real wins and start there.

And revisit it. Your best deals next year may come from a different moment than last year's. A firm that moves into a new service line will find new patterns. Look at the wins every quarter and adjust.

Start with your last ten deals

You don't need software or a consultant to do this. You need a spreadsheet and an honest hour. List the deals, list what was happening at each account before the first call, and look for what repeats.

What repeats is your real ideal customer. It was there the whole time, sitting in your closed deals. Most firms just never looked.

See which of your accounts are moving.

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