Overview ICP Template Email Templates Prospect Research Client Questionnaire
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Template
ICP — Ideal Customer Profile

Define your perfect customer. Use this template to guide prospect list building and email personalization. Fill in every field before launching a campaign.

Industry Targeting
Primary Industries

List 1-3 industries you serve best. Be specific — "B2B SaaS" beats "tech".

Industry Why they buy Avg deal size Priority
e.g. B2B SaaS, 10–200 employeesNeed to book demos to close Series A$2k–$8k/moPrimary
e.g. Professional Services, law/consultingLead gen is their bottleneck$1k–$4k/moSecondary
e.g. E-commerce brands doing $1M+ revenueWant to own their traffic source$1.5k–$5k/moExplore
Firmographics
Company Size & Stage
Employee Count
  • Primary: 10–100 employees (SMB — decision-maker is founder or VP)
  • Mid-market: 100–500 (Director + VP + Head of)
  • Enterprise: 500+ (longer cycles, needs multi-threading)
Revenue Stage
  • Bootstrapped: <$1M ARR (budget-conscious, need ROI proof)
  • Seed: $1M–$5M ARR (hiring fast, willing to spend)
  • Series A/B: $5M–$50M ARR (aggressive growth mode)
  • Growth/PE: $50M+ ARR (process-driven, RFP style)
Decision Makers
Roles to Target
Role Why they respond Best channel Pain point
Founder / CEO Owns the problem, fast decision, budget available Email + LinkedIn No pipeline, growth stalled
VP of Sales / Head of Sales Responsible for hitting numbers, desperate for lead flow Email (work) Reps not hitting quota, cold pipeline
Head of Marketing / Growth Owns lead gen, measured on MQLs Email + LinkedIn Paid CAC too high, inbound slow
Director of Operations Process-driven, skeptical but responds to data Email Manual outreach killing bandwidth
Psychographics
Pain Points & Triggers

Job-to-be-done

  • Book more sales meetings with decision-makers
  • Reduce cost per qualified meeting
  • Scale outbound without hiring more SDRs
  • Get predictable pipeline from cold outreach
  • Own their lead gen instead of relying on inbound

Fears

  • "We're burning through budget with nothing to show"
  • "Our close rate is dropping as market gets saturated"
  • "We can't afford to keep hiring SDRs at this rate"
  • "The board wants to see pipeline growth by Q3"
  • "Our competitors are moving faster with AI tools"
Qualification
BANT-M Framework

Score prospects against these criteria. Only pursue those hitting 3+ of 4.

Criteria Question to ask Red flag
Budget "What's your monthly budget for lead gen / sales tools?" "We don't have budget right now"
Authority "Who makes the final decision on this?" Passes you to admin or vendor mgmt
Need "What's the cost of not solving this problem?" "It would be nice but it's not urgent"
Timeline "When do you need this to be working?" "We're evaluating for next year"
Tip: ICPs that are too broad = emails that resonate with no one. Pick one primary persona (e.g., "Series A SaaS founders with 20-50 employees who are actively hiring sales reps") and go deep before expanding.