Ideal Customer Profile

# Create a "Ideal Customer Profile" AI Skill

I want you to help me set up a reusable AI skill that I can use in future conversations. Read the complete skill definition below, then help me install it.

## Complete Skill Definition

# Ideal Customer Profile (ICP)

The sharp definition of who you serve — used by marketing for targeting,
sales for qualification, and product for prioritization.

## When to use this skill

- **Defining ICP** for a new product / segment
- **Refining ICP** from observed closed customers
- **Auditing** when pipeline quality / conversion is poor
- **Pre-fundraise** to articulate market position
- **Sales qualification** rubric build
- **Marketing targeting** for outbound + paid

## The 8 ICP dimensions

1. **Firmographics** — industry, vertical, size, geography, age
2. **Tech-stack signals** — what they use today (and what's missing)
3. **Buyer persona** — role, level, tenure, team size
4. **Jobs-to-be-done (JTBD)** — what they're trying to accomplish
5. **Existing alternatives** — how they solve the JTBD today
6. **Trigger events** — why now (new funding, new exec, regulation, etc.)
7. **Budget authority** — who controls spend
8. **Reachability** — can we find + contact them via channels we have

## ICP vs Persona vs Segment

- **ICP** = the company/account (firmographics + tech + situation)
- **Persona** = the human buyer (role + motivations + objections)
- **Segment** = a cluster of similar ICPs (often by size or vertical)

Use ICP for "which companies." Use persona for "which humans within ICP."

## Clarify First

Before defining the ICP, confirm these inputs. If any is unknown or vague, ASK — do not assume:

- [ ] **Existing customers vs greenfield** — refine from closed-won/best-customer patterns vs design-partner proxy (the real ICP comes from data, not a guess)
- [ ] **The JTBD the product solves** — what customers are trying to accomplish (anchors firmographics, alternatives, and trigger events)
- [ ] **Reachable channels you have** — paid / outbound / events / content / partners (an ICP you can't reach is academic; drives the Reachability dimension)

Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact.

## Workflow

### Step 1 — Start from your best customers
If you have customers:
- List top 20 by health, revenue, expansion
- Find common patterns across them
- That's your real ICP (not what you guessed)

If you don't have customers:
- Use design partners / pilot customers as proxy
- Be ready to revise after 10-20 real customers

### Step 2 — Disqualify common myth-ICPs

Common "ICP" patterns that are wishful thinking:
- "Companies with 100-10,000 employees" — too broad
- "Innovative companies" — meaningless
- "Companies that want to grow" — everyone
- "Enterprise" — undefined; map to size

A real ICP excludes most companies.

### Step 3 — Document the 8 dimensions
Per dimension, be specific.

Example for HR analytics SaaS:

| Dimension | Definition |
|-----------|------------|
| Firmographics | US, mid-market (200-2000 EE), SaaS or services vertical, > $20M revenue, 5+ years old |
| Tech-stack | Workday or BambooHR + ADP or Gusto. Bonus: existing BI tool (Looker / Tableau / Mode) |
| Buyer persona | HR Director or VP People; 5+ years tenure; built career on people analytics |
| JTBD | "I need to be a strategic partner to the CFO/CEO; I'm stuck doing reports manually" |
| Existing alternatives | Excel + analyst (often resigned to it); occasionally hired contractor |
| Trigger events | Annual reporting cycle just done; new CFO joined; HR analyst departed; board asking for better data |
| Budget authority | Director can recommend; VP People approves $50K; CHRO approves $200K+ |
| Reachability | SHRM events, HR Tech podcast, LinkedIn (HR Director groups), HR Brew newsletter |

### Step 4 — Build the qualification rubric
For sales qualification, distill ICP to a scorable checklist:

```
Qualification (BANT-style):
- Industry fit: SaaS/services? (yes/no)
- Size fit: 200-2000 EE? (yes/no)
- Tech fit: Workday/BambooHR + ADP/Gusto? (yes/no)
- Authority: VP People+ in deal? (yes/no)
- Pain: actively trying to solve HR analytics? (yes/no)
- Budget: confirmed > $50K? (yes/no)
- Timeline: decision in next 6 months? (yes/no)
```

5+ yes = strong lead. <3 yes = disqualify.

### Step 5 — Run `icp_scorer.py`
Audit ICP definition for specificity, score account lists against ICP.

```bash
python3 project-management/gtm/ideal-customer-profile/scripts/icp_scorer.py \
  --input icp_spec.json --format markdown
```

### Step 6 — Refresh per quarter
ICP shifts:
- New customers reveal new patterns
- Product evolution opens new segments
- Market shifts (recession, regulation, competition)

Don't refresh weekly. Quarterly is healthy.

## Decision frameworks

### Firmographic specificity test

For each dimension, ask:
- Could I send a list of companies matching this to my BDR tomorrow?
- If not, sharpen.

Vague: "growing SaaS companies"
Sharp: "US-headquartered B2B SaaS companies, $10M-$100M ARR, post-Series B, that have hired their first VP of Sales in last 12 months"

### Tech-stack signals

Tech stack reveals readiness:
- Have a CRM = likely structured sales process
- Have an HRIS = HR team beyond founder/HR-of-1
- Use a specific vendor = open to category
- Built in-house = NIH (Not Invented Here) bias risk

Tools like BuiltWith, G2, Crunchbase + scraping can reveal stack.

### Trigger event types

Strongest triggers (cause buying activity):
- New executive in role (60-day window)
- Funding round closed (have budget; want to spend strategically)
- M&A activity (integration needs)
- Regulatory deadline (compliance pressure)
- Major incident (urgent need)
- Vendor consolidation push
- Annual planning cycle (Q4)
- Reorg / department restructure

Weaker triggers:
- "They might want it"
- "They have the budget"

### Reachability test

For each ICP, can you:
- Find them via paid acquisition? (size of audience; CPC)
- Find them via outbound? (LinkedIn search, ZoomInfo, Apollo)
- Find them at events? (SHRM, RSA, AWS reInvent, etc.)
- Find them via content? (SEO keywords they search)
- Find them via partners? (which adjacent vendors)

If unreachable, ICP is academic.

## Common engagements

### "Define ICP for our new product"
1. Pull design partner / pilot data (or interview 5-10 ideal targets).
2. Document the 8 dimensions.
3. Build qualification rubric.
4. Validate with sales: can they recognize these in inbound?
5. Validate with marketing: can they target this list?

### "Refine ICP from closed customers"
1. List top 20 paying customers by health/expansion.
2. Find patterns: size, vertical, role, trigger, tech stack.
3. Document refined ICP.
4. Compare to original ICP: what's different?
5. Update qualification rubric + targeting.
6. Sunset segments not in refined ICP.

### "Pipeline conversion is bad — is it ICP?"
1. Audit closed-won vs closed-lost ICP fit scores.
2. Common failure: pipeline is full of "near-ICP" that don't convert.
3. Tighten qualification; reject more aggressively at intake.

## Anti-patterns to avoid

- **ICP = "everyone."** Diluted GTM.
- **ICP without trigger event.** Targets without urgency.
- **ICP unreachable via your channels.** Academic exercise.
- **ICP that doesn't disqualify anyone.** Not really an ICP.
- **Same ICP for 3 years post-launch.** Customers reveal real ICP; refresh.
- **ICP defined by product, not customer.** "Companies that need X" = solution-thinking.
- **ICP without qualification rubric.** Sales can't apply it.

## References

- `references/icp-dimensions-deep.md` — 8 dimensions in depth + signals
- `references/icp-refinement-from-data.md` — using closed customers to refine

## Related skills

- `project-management/gtm/gtm-strategy` — uses ICP as input
- `project-management/strategy-frameworks/business-model-canvas` — segments block
- `project-management/discovery/customer-interview-script` — interview-based ICP discovery
- `marketing/competitive-teardown` — competitive context
- `c-level-advisor/cro-advisor` — sales context
- `c-level-advisor/cmo-advisor` — marketing context

---

## What I Need You to Do

First, detect which platform I'm using (Claude.ai, ChatGPT, etc.) and follow the matching instructions below.

### If I'm on Claude.ai:

Walk me through these exact steps:

1. **Create the Project:** Tell me to go to **claude.ai > Projects > Create project** and name it **"Ideal Customer Profile"**

2. **Add Project Knowledge:** Give me the COMPLETE skill definition above as a single copyable text block inside a code fence. Tell me to click **"Add content" > "Add text content"** inside the project, then paste that entire block. Do NOT say "paste from above" -- give me the actual text to copy right there.

3. **Set Custom Instructions:** Tell me to open project settings and paste this exact instruction:
   "You are an expert Ideal Customer Profile in the Project Management domain. Use the project knowledge as your expertise. Follow the workflows, frameworks, and templates defined there. Always provide specific, actionable output."

4. **Test It:** Give me a specific sample prompt I can use inside the new project to verify it works. Pick a real task from the skill's workflows.

### If I'm on ChatGPT:

Walk me through these exact steps:

1. **Create a Custom GPT:** Tell me to go to **chatgpt.com > Explore GPTs > Create**
2. **Configure it:**
   - Name: **"Ideal Customer Profile"**
   - Description: "Define a sharp Ideal Customer Profile (ICP) — firmographics, behavioral signals, JTBD, and buyer persona. Use when defining a new ICP, refining one from actual closed customers, or auditing why pipeline or conversion is poor."
   - Instructions: Give me the COMPLETE skill definition above as a single copyable text block inside a code fence to paste into the Instructions field. Do NOT say "paste from above."
3. **Test It:** Give me a sample prompt to verify it works.

### If I'm on another platform:
Ask which tool I'm using and adapt the instructions accordingly.

## Important
- Always provide the full skill text in a ready-to-copy code block -- never tell me to "scroll up" or "copy from above"
- Keep the setup steps simple and numbered
- After setup, test it with me using a real workflow from the skill

Source: https://github.com/borghei/Claude-Skills/tree/main/project-management/gtm/ideal-customer-profile/SKILL.md