Part 3 of 5

Your clients

Now your clients.

Who do you sell to?

If you have an ideal client profile document, drop it here.

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A rough number is fine. If it's five or fewer, I'll ask for each one. If it's more, I'll get the list from the app where you keep your clients.

I'll get your client list once you connect the app where you keep your clients.

If you have a spreadsheet or an export now, you can send it instead.

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Who are your clients right now?

Start with the names. I'll keep a file on each one.

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Nothing yet, that's fine
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Once you connect the app where you keep your clients, I'll keep this list up to date from there.
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