A tidy description of your Core Customer can hide five people picturing five different accounts. Name five to seven real, named customers by pulling a CRM export or invoicing report — not memory — then compare lists as a team to find the characteristic that actually repeats, live, online, below.
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Your answers save automatically as you submit — nothing to download or email. Best used live in a session with your ScaleXpert™ facilitator, but open to explore on your own first.
Your best current customers, named individually, each with the one characteristic that makes them ideal — pulled from a CRM export or invoicing report, not memory.
Whichever trait shows up across more than one person's list — independently, before comparing notes — becomes the strongest evidence for who your Core Customer really is.
A list that skews toward larger or easier accounts gets named honestly as aspirational, not smoothed into the pattern everyone else converged on.
Anchors the Target Zone (Who We Serve) box in real accounts, and carries forward into the Core Customer Worksheet, Brand Promise, and Customer Mindshare Map.
