WORKBOOK
THE
DREAM CLIENT
WORKBOOK
A WORKBOOK TO DETERMINE YOUR TARGET AUDIENCE
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INTRODUCTION
Thank you for downloading our Dream Client Workbook.
Our Dream Client Workbook will allow you to identify your best client,
by helping you understand your audience on a deeper level, so you can
make a genuine connection.
When you make an authentic connection, you are able to speak directly
to your ideal client, pinpoint their needs and use your business as a
solution to help solve problems they may be facing.
Take a moment to think about the individual that is the best fit to work
together and help them reach their goals. Then answer each question
and prompt as you think about that individual and make them come to
life in your mind.
This workbook can help to streamline you to reach your perfect client,
revamp marketing efforts, revise your brand voice and website copy to
succeed by setting you up to make better informed choices and strategic
planning with your business.
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welcome
Thank you for downloading our Dream Client
Workbook.
Our Dream Client Workbook will allow you to identify
your best client, by helping you understand your
audience on a deeper level, so you can make a genuine
connection.
When you make an authentic connection, you are able
to speak directly to your ideal client, pinpoint their
needs and use your business as a solution to help solve
problems they may be facing.
Take a moment to think about the individual that is the
best fit to work together and help them reach their goals.
Then answer each question and prompt as you think
about that individual and make them come to life in
your mind.
This workbook can help to streamline the outreach to
your perfect client, revamp marketing efforts, revise
your brand voice and website copy to succeed by setting
you up to make better informed choices and strategic
planning with your business.
NIESHA KENNEDY
PRINCIPAL PUBLICIST | KENNEDY ROBINSON PUBLIC RELATIONS
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GREETINGS
DREAM CLIENT WORKBOOK
DREAM CLIENT DEMOGRAPHICS
NAME
GENDER
ETHNIC BACKGROUND
NUMBER OF CHILDREN
TYPE OF NEIGHBORHOOD
(URBAN, SUBURBAN, RURAL)
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DREAM CLIENT WORKBOOK
DREAM CLIENT DEMOGRAPHICS
EDUCATION LEVEL
NAME/TYPE OF SCHOOL ATTENDED
JOB TITLE
JOB INDUSTRY
SELLS/MARKETS TO:
ANNUAL
REVENUE
# OF
EMPLOYEES
YEARS IN
BUSINESS
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DREAM CLIENT WORKBOOK
DREAM CLIENT DEMOGRAPHICS
LIFE BELIEFS
CORE VALUES
POLITICAL VIEWS
RELIGIOUS VIEWS
PERSONAL BELIEFS
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DREAM CLIENT WORKBOOK
SOCIAL MEDIA PRESENCE
DOES YOUR CLIENT USE SOCIAL MEDIA?
FACEBOOK
INSTAGRAM
TWITTER
LINKED IN
SNAPCHAT
TUMBLR
TIK TOK
OTHER: ________________________________
WHAT HASHTAGS DO THEY FOLLOW?
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DREAM CLIENT WORKBOOK
DREAM CLIENT LIFESTYLE
FAVORITE MEAL
FAVORITE BRANDS
FAVORITE MAGAZINES
FAVORITE WEBSITES
FAVORITE BLOGS
FAVORITE BOOKS
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DREAM CLIENT WORKBOOK
DREAM CLIENT LIFESTYLE
FAVORITE MOVIES
FAVORITE PODCASTS
FAVORITE TV SHOWS
FAVORITE NEWS SOURCE
FAVORITE HOBBIES:
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DREAM CLIENT WORKBOOK
DREAM CLIENT LIFESTYLE
WHAT IS YOUR CLIENTS GUILTY PLEASURE?
WHAT KIND OF CAR DOES YOUR CLIENT DRIVE?
WHAT TYPE OF EVENTS DOES YOUR CLIENT ATTEND?
WHERE IS YOUR CLIENTS DREAM VACATION?
IS YOUR CLIENT TECH SAAVY?
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DREAM CLIENT WORKBOOK
DREAM CLIENT LIFESTYLE
IS YOUR CLIENT AN INTROVERT OR EXTROVERT
WHO OR WHAT INFLUENCES YOUR CLIENT TO MAKE
DECISIONS?
WHO DOES YOUR DREAM CLIENT IDOLIZE?
WHERE AND HOW DO THEY DO THEIR RESEARCH?
WHAT DO THEY THINK ABOUT YOUR INDUSTRY
IN GENERAL?
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DREAM CLIENT WORKBOOK
GOALS
PERSONAL GOALS
BUSINESS GOALS
FAMILY GOALS
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DREAM CLIENT WORKBOOK
PROBLEMS
LIST AT LEAST 3 PROBLEMS THAT YOUR IDEAL CLIENT IS
HAVING THAT YOU CAN SOLVE, MAKING THEM THE
PERFECT CLIENT FOR YOUR BUSINESS.
FIRST PROBLEM
SECOND PROBLEM
THIRD PROBLEM
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DREAM CLIENT WORKBOOK
DEEP DIVE
WHAT IS THE BEST THING THAT COULD HAPPEN TO YOUR
IDEAL CLIENT IF THEIR PROBLEM IS SOLVED?
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
WHAT DOES YOUR IDEAL CLIENT REALLY WANT, MORE THAN
ANYTHING ELSE?
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
WHAT WOULD THEY BE WILLING TO PAY ALMOST ANYTHING FOR?
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
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DREAM CLIENT WORKBOOK
DEEP DIVE
WHAT WOULD HAPPEN TO THEIR PERSONAL
LIFESTYLE IF THIS PROBLEM IS NOT SOLVED? _
WHAT WOULD BE THE FINANCIAL CONSEQUENCES?
WHAT WOULD BE THE PROFESSIONAL CONSEQUENCES?
WHAT COULD BE THE PERSONAL CONSEQUENCES?
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DREAM CLIENT WORKBOOK
DEEP DIVE
WHAT FRUSTRATIONS IS YOUR CLIENT HAVING?
WHAT RISKS DO THEY PERCEIVE?
WHAT IS THE WORST THING THAT COULD
HAPPEN TO YOUR IDEAL CLIENT?
HOW WOULD YOUR CLIENT FEEL ABOUT THAT?
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DREAM CLIENT WORKBOOK
DEEP DIVE
WHAT IS THE BEST THING THAT COULD HAPPEN
TO YOUR IDEAL CLIENT IF THEIR PROBLEM IS
SOLVED?
WHAT DOES YOUR IDEAL CLIENT REALLY WANT, MORE THAN
ANYTHING ELSE?
WHAT WOULD THEY BE WILLING TO PAY ALMOST
ANYTHING FOR?
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DREAM CLIENT WORKBOOK
BRAND AWARENESS
HAVE THEY HEARD OF YOUR BRAND BEFORE?
YES
NO
HOW INFORMED ARE THEY ABOUT YOUR
PRODUCT OR SERVICE?
ARE THEY AWARE OF THE PROBLEM YOU SOLVE?
YES
NO
DO THEY CURRENTLY USE A COMPETITOR
PRODUCT/SERVICE?
YES
NO
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DREAM CLIENT WORKBOOK
WORKING TOGETHER
DOES YOUR CLIENT PREFER FACE TO FACE OR
REMOTE COMMUNICATION?
DOES YOUR CLIENT PREFER EMAIL, VIDEO
CHAT, OR PHONE CALL?
DO THEY WANT TO BE GUIDED OR PREFER TO
FIND ALL INFO THEMSELVES?
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CONCLUSION
title of section or
chapter header
You should now have a clear idea of who your dream client is
and have gathered enough data and narrowed down the info to
help you to genuinely connect with them.
You should now have what you need to reach the right
demographic and grab the attention of your dream client. Meet
your clients where they are by joining Facebook Groups in
which they are members, engaging with the hashtags they
follow and interacting on Twitter. Speak their language, talk
their talk and create web copy to match. Show up in the
publications they read, the podcasts they listen to and news
shows they watch. Tailor your promotions to your ideal client.
This information will guide you as you develop and fine tune
your marketing message and materials, website copy, social
media posts, email campaigns and more.
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notes
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notes
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