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AI 100 · Piece 3 of 12 · Free · 15 pages
Your ideal customer.
Not a persona. The customers who actually make your business work: who they are, what they're worth, and how to spot the next one. The AI asks, you answer out loud, it writes. Then it checks the answer against the last ten people who paid you.
Piece 3
Start with real customers, not a description.
Ask any assistant to define your ideal customer and you'll get a persona: an age, an income, someone who “values quality.” It looks finished. It doesn't tell you who you make money on, and it doesn't tell the assistant what to write for them.
This piece starts the other way around. You name your three to five best customers, and the AI asks why: what they've bought, how long they've stayed, what's left after materials and labour, what they cost you that never shows on the invoice. The description comes last, built from people who exist.
Then it gets tested. You give it your last ten customers, and it counts how many actually match.
The three documents you leave with
Your ideal customer
Who they are, why they're worth it, and what's happening when they go looking for someone like you. Built from your best real customers, ranked by what they bring in, not just what they spend.
Who you're not for
The customers who cost you: what they cost, the thing they say on the first call that should have tipped you off, and where you send them instead. Rules above the line, habits you keep breaking below it.
The last ten
Your ten most recent customers, each one marked fit, not, or unsure. A count at the top. If you have the numbers, a second one: how much of your revenue came from the customer you say you want.
The five prompts
Your best customers
Name them. What they've bought, how long, how the first job came in.
What they're worth
Spend, rough margin, how often they come back, how they pay, what they cost you in time. Then a ranking.
What they have in common
The pattern across the best ones, their words on the phone, and where to find more of them.
Who you're not for
The customers who cost you, and the tell on the first call.
The last ten
Your last ten customers against the portrait. One count.
Prompt 5
Then it counts.
Piece 1 gave you a number about your week. This one gives you one about your customers, the same afternoon.
You hand the assistant your last ten customers and the two documents you just built. It marks each one fit, not, or unsure, and it doesn't decide the close ones for you. Then it writes the count at the top and tells you, in your own words, where the customer you described and the customers who paid you don't line up.
Most of the ten fit
The portrait holds, and now it's written down where any assistant can read it.
Most don't fit
Either you described the customer you wish you had, or you've been saying yes to everyone.
Most are unsure
The documents are too vague to decide anything, and now you know which questions to go back to.
The prompt tells it not to soften the count and not to tell you what to do about it. That part stays yours.
Three things the assistant won't do.
It works from your numbers
If the margin on a customer is a gut feeling, the ranking is a gut feeling with a table around it. Every estimate gets labelled, so you can see which ones the whole thing rests on.
It can't tell you which to change
If six of your last ten don't fit, maybe you described someone who isn't out there in enough numbers, or maybe you said yes to everyone in a slow month. The count is the same either way. Which one is true is a call about your business.
It won't say your favourite is the wrong one
Sometimes the customer you like best is the one you make the least on, and the one paying the bills is on your not-for list. The ranking will show it. The assistant won't press you on it.
That part takes a person who has seen more than one shop's numbers and has no reason to flatter you. The tool didn't fail. Those three things were never its job.
Before you name a customer
This piece uses real names. Set up the account first.
Use a business account where your conversations aren't used to train the model. Claude, ChatGPT, Gemini and Copilot all work, set up properly: a business plan, or training turned off in the settings. If security is your biggest concern, go with Copilot on your Microsoft 365 work account.
- A business customer's name and website are fine. They're already on the sign and online.
- For a household customer, a first name or the street. Not a name the assistant could look up.
- Your own numbers about them are fine on a business account. Their contracts and banking are not.
- Keep the documents you build in cloud storage located in the country where your business is, with a backup.
Pro tip · NDAs
Signed an NDA with a customer? Have the AI read it first, ask what it says you can't share, then stick to it.
The AI gives you a first read, not a legal opinion, and the NDA still wins. Check your privacy settings every time you switch tools. Not sure? Talk to someone who understands both the legal side and how these tools actually handle your data. That's what we do: call us at 1 877 654‑1877.
Where should we send it?
All five prompts and the three document outlines, in one PDF, in the language you choose. Nothing to pay, nothing to install.
- The link lands in your inbox right away, and the download button appears here too.
- No sales call because of this. If you want to talk to us, you'll write to us.
- We don't sell, rent or trade your address. Ever.
On its way.
The link is on its way to the address you gave. If it hasn't arrived in a few minutes, check your junk folder: that's almost always where it is.
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