Customer Profiling Strategies

“Research your customer everyday.” Ok…how? 🤔 “Get to know your customer better.” Ok…𝘩𝘰𝘸? 🤨 “Know your customers better than they know themselves.” Ok…HOW?! 😩 I can’t stand this advice on Twitter. It sounds smart, but you can’t do anything with it. You can’t put “know them better than they know themselves” in a Notion doc and have it grow a brand for you. Here’s what “knowing your customer” actually looks like in practice 👇 1. Read 10–20 customer reviews a day. Copy/paste the best phrases into a doc. Don’t “summarize”, steal their exact wording. 2. Listen to 1 sales or support call. Write down every time they say “I was worried that…” or “What I really want is…”. 3. Run 1 tiny poll a week. One question. One hypothesis. “What almost stopped you from buying?” is better than a 30-question survey nobody finishes. 4. Screenshot ads + comments in your niche. Your customers are already telling other brands what they love, hate, and don’t believe. Use it. 5. Tag what you find. Fears, desires, identity, situations, objections. Turn all those random insights into buckets you can actually build ads from. (Basically, setup a boring little system you can repeat until their words are more familiar to you than your own copy.) That’s “knowing your customer.” THAT’S NOT THE END THOUGH!!! After you LISTEN…here’s what to do 👇 1. Capture, don’t paraphrase. Drop their exact sentences into a doc or spreadsheet. One row = one quote. No cleaning it up. No “marketing-ifying” it. 2. Tag the emotion. Next to each quote, add a simple label: • afraid / frustrated / overwhelmed • hopeful / relieved / proud Just naming the feeling you see, don’t try and interpret it just yet. 3. Tag the situation. WHEN does this show up? • At checkout • After a bad agency experience • Late at night doom-scrolling Context = targeting later so write it down. 4. Tag the identity. Who are they trying to be? • Good parent • Smart operator • Calm, in-control person This is where your best hooks will come from. 5. Turn quotes into “Because → So → So that” lines. For each big insight, write it in the following format: Because they [feel X] in [situation Y], they want [outcome Z] so that they can [identity win]. (𝘐𝘧 𝘺𝘰𝘶 𝘸𝘢𝘯𝘵 𝘵𝘰 𝘴𝘦𝘦 𝘵𝘩𝘦 𝘴𝘺𝘴𝘵𝘦𝘮 𝘐 𝘣𝘶𝘪𝘭𝘵 𝘵𝘩𝘢𝘵 𝘵𝘢𝘨𝘴, 𝘵𝘳𝘢𝘤𝘬𝘴, 𝘢𝘯𝘥 𝘱𝘳𝘰𝘥𝘶𝘤𝘦𝘴 𝘢𝘭𝘭 𝘵𝘩𝘪𝘴 𝘢𝘶𝘵𝘰𝘮𝘢𝘵𝘪𝘤𝘢𝘭𝘭𝘺, 𝘤𝘰𝘮𝘦 𝘤𝘩𝘢𝘵 𝘸𝘪𝘵𝘩 𝘮𝘦: https://lnkd.in/gfSFnuTP) Now you don’t just have “voice of customer” data floating around everywhere. You have testable ad angles: • The fear angle • The identity angle • The relief angle • The “everyone else is doing it wrong” angle Listening is only step one. Labeling, structuring, and testing what you hear. Tagging is step two. Labeling, tracking, and clearly understanding. That’s how “know your customer” turns into “this is an ad we can scale.”💰

Here is how a B2B marketing strategy SHOULD look like (and how it actually looks in most B2B companies). 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐨𝐟 𝐦𝐨𝐬𝐭 𝐁2𝐁 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬: 1. Paid ads promoting product/demo 2. Automated email & LinkedIn outreach 3. Gated e-books to generate "leads" 4. Product pitching webinars 5. AI-generated blog articles. 6. Occasional posts on the company's social pages 𝐓𝐡𝐞 𝐨𝐮𝐭𝐜𝐨𝐦𝐞𝐬 𝐭𝐡𝐞𝐲 𝐠𝐞𝐭 𝐚𝐫𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 (based on the State of Full-Funnel Marketing research): -Miserable "lead" to opportunity conversion and endless debates about the quality of the leads - Missed revenue targets - High cost of acquisition - Extended sales cycle Usually, the core problem of these companies is a lack of marketing fundamentals and a clear GTM strategy. 𝐆𝐓𝐌 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐟𝐨𝐫 𝐁2𝐁 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞: 0. 𝐆𝐨𝐚𝐥𝐬. Goals should be based on your current resources, opportunities, and historical growth, not based on wishes or unrealistic expectations. 1. 𝐓𝐚𝐫𝐠𝐞𝐭 𝐬𝐞𝐠𝐦𝐞𝐧𝐭𝐬. Segmentation is the first step in developing ICP. Different segments have different use cases, buying processes, and revenue potential. You need to select the focus segment. 2. 𝐈𝐝𝐞𝐚𝐥 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐏𝐫𝐨𝐟𝐢𝐥𝐞 (𝐈𝐂𝐏). Here are 5 ICP pillars. - Firmographics - Buying committee - Account segmentation (Tiers & Lists) - Qualification and disqualification criteria - Customer research 3. 𝐁𝐮𝐲𝐢𝐧𝐠 𝐩𝐫𝐨𝐜𝐞𝐬𝐬. During customer research, define what triggers the buying process, and what are the typical steps buyers take. But keep in mind that most customers are not actively buying. Try to figure out what channels they use for education, who they follow, and what content resonates with them and motivates them to learn more about specific solutions (demand triggers). Understand typical questions, concerns, and inhouse approval process. 4. 𝐌𝐞𝐬𝐬𝐚𝐠𝐢𝐧𝐠 & 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐢𝐧𝐠. In the AI era, the differentiation, strong narrative, and clear messaging are vital. 5. 𝐅𝐮𝐥𝐥-𝐟𝐮𝐧𝐧𝐞𝐥 𝐦𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐩𝐥𝐚𝐧. Define programs to influence the whole buying process: — Awareness and demand generation. — Demand capturing and activation — Sales and buyer enablement — Retention — Expansion 6. 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐬𝐮𝐜𝐜𝐞𝐬𝐬 & 𝐀𝐝𝐯𝐨𝐜𝐚𝐜𝐲. Last stage is often ignored, but without an efficient CS and advocacy, your company will deal with: - Lack of case studies and referrals - High churn Build a great relationship and minimize time to value with appropriate onboarding. Embed customer research into the CS process. Leverage the opportunity to create case studies and share insights with marketing and sales for further expansion. 7. 𝐌𝐞𝐭𝐫𝐢𝐜𝐬 & 𝐑𝐞𝐩𝐨𝐫𝐭𝐬. Create a dashboard with key revenue metrics and sales pipeline velocity. Define key leading indicators. Create a blended attribution model to see the impact of marketing.

Recently a Sales VP of a $200M ARR SaaS company confided in me that her job is on the line if she can't get more revenue from existing customers FAST. Here are 3 strategies I shared with her on how to spot and grow high potential customers (backed by data): 1. Identify upsell signals - Customers attending at least one webinar per quarter show a likelihood of cross-sells - High number of low severity support tickets during onboarding has an upsell correlation of 80% - Higher number of active users than avg cohort shows a 96% chance of renewals  - Showing up to QBRs and high email response rates have a strong correlation to upsells  - ROI or Value words mentioned in emails or external comments like G2 show a 50% likelihood to expand - Champion getting promoted had a 44% correlation to upsells and cross-sells 2. Set up Account Governance For your highest upsell candidate customers, put governance programs in place. Customers showing the most promise, give them the most love. A good governance structure goes beyond QBRs with the CS team.  It should include semi-annual strategic sessions with system owners and annual executive summits. 3. Start a customer Strategic Development Partnership There is nothing like feeling special. Ping your top three high potential logos and say: “Hey, you guys are awesome and things are going great in the engagement but we think we’re just scratching the surface of what’s possible. How’s about you and Company X and Company Y meet with my product team monthly to advise us on what capabilities you would want us to build next. It’ll be a low lift for your people, we’ll do all the work and you’ll get to influence our roadmap.” That’s oversimplified, but you get the point. Special treatment engenders reciprocity, significantly upping your shot at additional seats, true ups, and new module sales. How else do you identify great upsell opportunities among your accounts?

Five years ago, Warburg Pincus LLC invested in BetterCloud and urged us to work on a project to narrow our ideal customer profile (ICP). It's the most impactful thing I've ever done to improve conversion rates, shorten sales cycles, increase deal size and ultimately transform the company. A big mistake many CEOs make is believing their product is for everyone. It’s tempting. More potential customers should mean more sales, right? But in reality, chasing too broad a market drains resources, distracts your team, muddles messaging, confuses your product roadmap, and kills go-to-market efficiency. Being laser-focused on your ICP drives alignment across product, messaging, and the go-to-market motion. When the right prospect engages, they’ll feel like you built it just for them. Anyone who has built a product or service knows that the things a small business needs are very different than what a huge enterprise needs. A company is different from a school. An IT buyer is different from a security buyer, a sales buyer is different from a marketing buyer, a director level decision maker is different than a C level decision maker… but we still believe we can sell to different segments and personas as the same time. The process to define and use your ICP is relatively straightforward but does take time. The larger your business, the more data you have, the more resources you have to crunch that data the more time you should spend to do it as scientifically as possible. The high level steps are: 1. Build a Customer Dataset: Gather all your customer data. Current and churned customers, won and lost opportunities. Enrich it with firmographic, business-specific, and buyer demographic data. 2. Engage Your Team: Your best sales and customer success people hold invaluable insights about your most successful (and worst) customers. 3. Analyze & Identify Pockets of Gold: Identify common attributes of high-performing accounts and avoid the traps of poor-fit customers. 4. Communicate the ICP to the entire company with the “why” behind the attributes that make up an ideal customer.  5. Rework your messaging to appeal to your newly defined ICP and narrow your growth initiatives to be focused only on the accounts that matter.  6. Assign the right ICP accounts to your reps and ensure they’re focused on the right buyer personas. 7. Product Development: Reassess your roadmap to align with the needs of your ICP. You should see impact fast. GTM funnel metrics will improve. Conversion rates should rise, with better leads turning into stronger opportunities. You may not get more leads, but their quality will increase. I’ve been discussing this with many Not Another CEO Podcast guests, so don’t just take my word for it. I wrote a deep dive on how to “Narrow Your ICP and Transform your Company”, with real examples from other companies. You can read the full article here https://lnkd.in/e5EN3XSR

Proven Strategies to Supercharge B2B Outbound Lead Generation Let’s be clear: outbound isn’t dead—it just needs to be smarter. In a world where buyers are more selective and inboxes are more crowded, effective outbound lead generation is about precision, personalization, and partnership with sales. Here are 7 strategies I’ve seen drive real results: 1. Laser-Focus Your Ideal Customer Profile (ICP) Before you start reaching out, refine your ICP. Go beyond firmographics—consider buying triggers, tech stack, growth signals, and key pain points. Use intent data and predictive analytics to prioritize accounts most likely to convert. A highly defined ICP ensures your efforts are efficient and relevant. 2. Multi-Threaded Outreach Modern B2B decisions are made by committees, not individuals. Build relationships across multiple stakeholders within a target account. Tailor messages to specific roles—finance, marketing, operations—and connect them to how your solution supports their objectives. 3. Hyper-Personalized Messaging at Scale Generic emails are dead. Use dynamic personalization tools to tailor messaging based on job title, company news, shared connections, or industry trends. AI can help scale personalization while keeping your messaging authentic and relevant. 4. Leverage Warm Channels First Outbound doesn’t have to mean “cold.” Use mutual connections, recent webinar attendees, or social media engagement as warm entry points. Pair outbound efforts with LinkedIn nurturing, retargeted ads, or personalized video messages to increase response rates. 5. Sequence with Strategy Use automated sequences (email, phone, social touches) designed around your buyer’s journey. Ensure every touchpoint adds value—share relevant case studies, industry insights, or pain-point specific content. A well-structured sequence improves both response and conversion rates. 6. Align with Sales for Speed and Feedback Marketing and sales alignment is critical. Share real-time feedback loops so messaging can be optimized based on what's resonating. SDRs should be armed with the right content, timing cues, and conversation starters to accelerate qualified conversations. 7. Test, Learn, and Optimize Relentlessly Outbound is not set-it-and-forget-it. Track metrics like open rates, response rates, and meeting conversion. A/B test subject lines, messaging, and timing. Leverage attribution insights to refine outreach and double down on what works. 💡 Outbound done right isn’t about volume—it’s about velocity and value. When marketers shift from “spray and pray” to precise, personalized, and data-driven outreach, outbound becomes a true catalyst for sustainable B2B growth. #B2BMarketing #OutboundLeadGen #GrowthStrategy #MarketingLeadership #RevenueMarketing #ABM #CMO #DemandGeneration

Assumptions can lead to costly mistakes. My first SaaS company didn't go anywhere. I thought I was so smart, but going after the wrong people + building for wrong people cost me everything. Lots of hours put in, very little output. Most marketers think they know who their ideal customer is, and they think they know them. But until you validate your assumptions, you’re operating on guesswork—and guesswork is expensive. When I launched the first version of Wynter, I targeted copywriters... after all, who cares more about copy than them? Turns out most of them did not want any messaging validation work ("I don't like people judging my work" lol) + they didn't have any money. There was no pain they felt on their end regarding messaging validation. The pain was all in-house, felt by people hiring the copywriters: will this work? What does my ICP really care about? How can we make this copy stronger? My ICP research work had been lackluster, and I paid the stupid tax (six months of wasted efforts). A strong ICP (ideal customer profile) is built on real insights—validated, actionable, and directly tied to your audience’s needs. Avoid my mistakes and continuously refine your ICP: 1. Interview your customers: Talk to recent buyers or lost deals. Learn why they chose—or didn’t choose—your solution. Focus on the specific triggers that drove their decision and the language they use to describe their needs. 2. Survey your target market: Use target market surveys to dig into pain points, priorities, and decision-making processes. If you're in B2B, Wynter will deliver responses in 48 hrs. 3. Analyze sales conversations: Dive into sales call transcripts using tools like Gong or Chorus. Spot patterns in objections, common themes, and recurring questions your prospects raise. 4. Test your messaging: Use tools like Wynter to test key website pages with a vetted audience that matches your ICP. 5. Study competitor positioning: Analyze competitors’ messaging to uncover what they emphasize and where you can stand out. For example, if their messaging focuses on efficiency, can you carve a niche around customer experience and support? 6. Audit internal data: Review internal resources—support tickets, chat logs, and retention data. Who uses you the most, who gets the most value out of you? 7. Create iterative feedback loops: Insights aren’t static. Use tools like Wynter and Gong regularly get a pulse on your ICPs changing needs and perceptions. Building a strong ICP isn’t about guessing; it’s about listening—through tools, conversations, and data. The payoff? Better targeting, clearer messaging, and avoid paying the stupid tax.

Struggling to Connect with Your Audience? Here’s Why Understanding Your Customer Avatar Is a Game-Changer. Many brands rely on flashy ads and catchy slogans, but these tactics often miss the mark. Without a deep understanding of your customer avatar, your marketing campaigns are likely to fall flat, failing to resonate with the people who matter most. Imagine you’re competing with another brand. Their ad just presents a product, while your messaging says “Perfect for Kids Ages 7-13.” Which one hits home? Customers want solutions to their specific problems, not generic products. If you’re not speaking directly to their needs, you’re losing sales and missing out on building trust and loyalty. Solution: The key to driving real results in your marketing strategy is understanding your customer avatar. Here’s how you can use this insight to create more effective campaigns: 1️⃣ Tailor Messaging to Solve Specific Problems Understanding your audience’s pain points allows you to craft messaging that speaks directly to their concerns. For example, if 60% of your audience values age-appropriate products and 40% cares about non-toxic materials, you can adjust your messaging to address these needs, making your product irresistible. 2️⃣ Test and Optimize for What Matters Not all customers prioritize the same features. Some care about compatibility, others about ease of cleaning. Testing different messages and images helps you pinpoint what resonates most. This continuous refinement ensures that your marketing is always aligned with customer preferences, boosting conversions. 3️⃣ Analyze Competitors to Identify Your Edge Rather than copying what works for competitors, dig into why those products succeed. Identify the unique selling propositions (USPs) that resonate with your audience, like product quality or specific features, and highlight them to set yourself apart from the competition. 4️⃣ Use Tools to Stay on Top Tools like DataDive offer valuable insights into competitor strategies, helping you adapt quickly. If your data shows customers prefer practical features while competitors focus on lifestyle images, adjust your marketing to match what your audience wants most. Final Thought: Understanding your customer avatar isn’t just a marketing tactic—it’s essential for building effective campaigns that drive results. By focusing on your audience’s unique needs, you can create targeted messaging that boosts conversions and builds lasting customer relationships. What’s your strategy for understanding and targeting your customer avatar?

Let’s set the record straight. Your ICP is not a one-time exercise. I don’t care if you’ve already “done the work.” If you haven’t revisited your ICP in the last 90 days, it’s already stale. The best companies treat Ideal Customer Profile like product or pricing, something that gets refined continuously based on real data, not gut feel. Why? Because markets shift. Personas evolve. Economic climates change. And what worked 6 months ago might already be irrelevant today. When we partner with companies, it’s one of the first things we look at… and almost every time, it’s either too broad, too outdated, or too aspirational. Your ICP isn’t who you wish would buy from you. It’s who actually does… consistently, profitably, and with high retention. The smartest CEOs I work with make sure this is done quarterly: – Analyze win/loss trends – Reassess segments by margin and churn – Interview both happy and churned customers – Validate assumptions with frontline sales and CS feedback – Refine outbound and marketing to match You don’t need a brand new strategy every quarter. You need to pressure test the one you have. If your pipeline’s soft or your CAC’s climbing, start with ICP. When you nail who you’re for, everything else gets easier.

𝗧𝗵𝗲 𝗼𝗻𝗲 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗜 𝗰𝗮𝗻’𝘁 𝗴𝗲𝘁 𝗲𝗻𝗼𝘂𝗴𝗵 𝗼𝗳? Customer segmentation by size, industry, and geography. Why? Because when you stop treating all customers the same, you start growing 𝗳𝗮𝘀𝘁𝗲𝗿, more 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗹𝘆, and with fewer 𝘀𝘂𝗿𝗽𝗿𝗶𝘀𝗲𝘀. This analysis is the unlock for: 📈 Smarter growth strategies 💰 Healthier margins 🤝 Happier customers 𝗪𝗵𝘆 𝘀𝗲𝗴𝗺𝗲𝗻𝘁 𝗯𝘆 𝘀𝗶𝘇𝗲, 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆, 𝗮𝗻𝗱 𝗴𝗲𝗼𝗴𝗿𝗮𝗽𝗵𝘆? ✅ 1. Sales & service effectiveness • A $250M CPG distributor in the Midwest doesn’t need or want the same approach as a $7bn manufacturer in Germany. • Segmentation helps you sell and support the right way - for the right customer. ✅ 2. Better strategic & operational decisions • Want to know which customers are high-effort but low-margin? Which industries are expanding the fastest? Which region has the stickiest customers? • Segmentation brings that clarity. ✅ 3. Improved customer experience • Customers don’t expect to be treated equally - they expect to be treated relevantly. • When all your teams understand the nuances of the customer they're serving, retention and satisfaction go up. 𝗛𝗼𝘄 𝘁𝗼 𝗱𝗼 𝗶𝘁 𝘄𝗲𝗹𝗹: 1️⃣ Group customers by: • Size (revenue or headcount) - a useful proxy for complexity • Industry (manufacturing & industrials, tech, services, life sciences & healthcare, CPG, etc.) • Geography (region, market, country) 2️⃣ For each segment, analyze: • Profitability • Support/service effort • Sales cycle and retention • Volumes, expansion or upsell potential 3️⃣ Find your high-leverage segments 4️⃣ Align GTM, finance, ops, and support around them 5️⃣ Refresh regularly - your base will evolve 𝗧𝗵𝗲 𝗕𝗼𝘁𝘁𝗼𝗺 𝗟𝗶𝗻𝗲 • Customer segmentation isn’t just a data exercise. It’s a strategic advantage hiding in plain sight. • When you know who your best customers really are - you build better, sell smarter, and scale faster. #CustomerStrategy #Operations #Finance #Growth #Segmentation #BusinessStrategy #fpanda

THE 5 P'S OF UNDERSTANDING CUSTOMERS Most brands think they know their customers. They don't. They know demographics. That's not the same thing. Here's what kills me: Brands spend millions on research that tells them nothing. Age. Income. Location. Useless data points that don't predict behavior. The brutal truth: Understanding customers isn't about just who they are. It's about what they're trying to accomplish. Here's the framework that actually works: PROBLEMS The real issues your customers face daily. PRIORITIES What matters most when they're making decisions. PSYCHOLOGY The emotions and beliefs driving their choices. PATTERNS The behaviors that reveal their true motivations. PAYOFFS The outcomes they're actually seeking. HOW TO USE THEM: PROBLEMS Stop asking "What do you want?" Start asking "What's broken?" Map the journey from frustration to solution. Find the problems they don't even realize they have. PRIORITIES Watch what they do, not what they say. Track where they spend time and money first. Identify the non-negotiables vs. nice-to-haves. PSYCHOLOGY Uncover the story they tell themselves. Understand their identity, not just their needs. Tap into emotions that drive action, not logic. PATTERNS Study their habits and rituals. Look for triggers that prompt purchases. Find the contexts where they're most receptive. PAYOFFS Define success in their terms, not yours. Measure emotional outcomes, not just functional ones. Understand what "better" actually means to them. Example: That mom buying organic snacks? PROBLEMS: Guilt about processed foods PRIORITIES: Kids' health over price PSYCHOLOGY: "Good moms make healthy choices" PATTERNS: Sunday meal prep, reads every label PAYOFFS: Peace of mind, not just nutrition Same demographic profile as the mom buying Goldfish. Completely different customer. Stop profiling. Start understanding. 🎯