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How to Define Your Ideal Customer Profile (ICP) in 5 Steps

Your Ideal Customer Profile (ICP) is the foundation of effective B2B sales and marketing. Get it wrong, and you'll waste time and money chasing prospects who will never buy. Get it right, and every part of your go-to-market becomes more efficient.

An ICP isn't a buyer persona (those describe individuals). It's a description of the type of company that gets the most value from your solution and is most likely to buy.

Why ICP Definition Matters

The 5-Step ICP Definition Process

1

Analyze Your Best Customers

Look at your top 10-20 customers by revenue, retention, and satisfaction. What do they have in common? Consider: industry, company size, tech stack, growth stage, geographic location, and business model.

2

Identify Common Pain Points

What problems drove these best customers to seek a solution? The more specific, the better. "Need to grow faster" is vague. "SDR team booking fewer than 10 meetings per month despite 500+ outbound touches" is actionable.

3

Map the Buying Committee

Who's involved in purchasing decisions? Identify the typical champion (who finds you), decision maker (who signs), and influencers (who affect the decision). Understanding roles helps with targeting and messaging.

4

Define Disqualifying Factors

Equally important: who shouldn't you target? Common disqualifiers include: too small (can't afford), too large (too slow to buy), wrong industry, wrong tech stack, or no budget authority.

5

Validate and Iterate

Your ICP isn't set in stone. Test your hypothesis against actual sales conversations. Are ICP-fit prospects converting better? Adjust based on real data, not assumptions.

ICP Template Example

Example ICP: B2B SaaS Sales Tool

Industry
B2B SaaS, Technology Services, Professional Services
Company Size
50-500 employees
Revenue
$5M - $50M ARR
Geography
North America, Western Europe
Tech Stack
Uses Salesforce or HubSpot CRM
Trigger Events
Recent funding, new sales leadership, hiring SDRs
Key Pain Points
Low outbound reply rates, SDR productivity challenges, inconsistent pipeline
Primary Buyer
VP of Sales, Head of Revenue Operations

Common ICP Mistakes

  1. Too broad: "Any company that could use our product" isn't an ICP
  2. Based on assumptions: Use data from actual customers, not guesses
  3. Never updated: Markets change; your ICP should evolve
  4. Ignored by sales: An ICP only works if the team uses it

Need Help Defining Your ICP?

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Upturnly Team

B2B Lead Generation Experts

We help companies identify and target their ideal customers.