Self Study Course - Ideal Client

This course is the second of two in The CORE! series. It helps you to define and find your Ideal Client. Understanding your Ideal Client along with Your Focus assists with crafting your perfect brand message, determining your service offering, building your relationships and awareness campaign, and engaging with the right clients enabling you to make money.

  • Define Your Ideal Client

    Painting a picture of WHO is your ideal client requires defining what they look like. Define Your Ideal Client identifies the ideal characteristics and behaviors, highlights who is and who is not a fit, and discusses comparing potential and existing clients to ideal criteria.

  • Find Your Ideal Client

    Not only do you need to identify what your ideal client looks like, you need to be able to find them. Examine where to potentially find your ideal client enabling you to build relationships with the people that are interested in what you have to offer.

  • Validate and Refine

    Does your ideal client want what you have to offer? Can you find them where you thought? Confirm that your focus and ideal client match because there is a dialectic relationship between your focus and ideal client requiring you to adjust and modify your thoughts.

Walk Away With...

  • A recognition of the characteristics and behaviors of the people you want to serve and not serve so that you can articulate the criteria to others, engage with the right people, and build your practice.

  • Determination of places to find your ideal client because if you can’t find your ideal client, your focus or ideal client criteria needs to be refined.

  • IDEAL CLIENT criteria that you can use as a starting point for crafting your perfect message, determining your service offering, building your relationships and awareness campaign, and engaging with your ideal client.

What Others Are Saying...

Extremely Worthwhile

Gil Bean

I cannot say enough about Laura’s Who Do You Serve Self-Study Course. When I decided to start my own practice, I was very confident about my expertise, but not so sure about how to apply it or with whom. Who Do You Serve was invaluable in helpin...

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I cannot say enough about Laura’s Who Do You Serve Self-Study Course. When I decided to start my own practice, I was very confident about my expertise, but not so sure about how to apply it or with whom. Who Do You Serve was invaluable in helping me answer those questions. The course also helped me zero in on what I now believe are my biggest obstacles to success, and I am taking proactive steps to turn them into assets. If you’re thinking about starting a consulting practice, but you don’t know which steps to take or what order to take them in, invest in this course. I have no doubt that it will accelerate your ramp up. Gil Bean InFlow Advisory

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Provided the confidence to pursue in a clear and laser-focused way!

Tom Scurria

I highly recommend this course for those considering becoming a consultant or existing consultants struggling with their practice or looking to refine their target clients and service offerings. Having worked in large corporations and as an entre...

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I highly recommend this course for those considering becoming a consultant or existing consultants struggling with their practice or looking to refine their target clients and service offerings. Having worked in large corporations and as an entrepreneur and now pursuing a consultancy business to leverage my experience, I have found these tools and Laura’s approach invaluable in helping me understand my targeted client, the services offerings I can provide and the messaging to be used. Without this course material and instruction, I would have been struggling and making many mistakes, side-trips or in-efficient shot-gun attempts. This course has given me the confidence to know who I want to pursue in a very clear and laser- focused way. Who Do You Serve provides a disciplined, structured process to focusing efforts on defining the consultant’s values, what matters and where they want to go. This course provides an outstanding methodology helping new and seasoned consultants define their ideal client. • This includes understanding client wants and needs, understanding how the consultant’s service skills and offerings intersect with the client’s wants and needs. Until this intersection is identified, the consultant’s service offering and target market will be difficult to identify, market and approach • This includes a 5 Why’s analysis which helps in focusing on client’s needs • There is a structured process to determine characteristics and behaviors that a consultant wants in their targeting client list • There is a section that also treats clients desires and demands • There are tools for allow the consultant to define it’s ideal client, the characteristics of the ideal client desired by the consultant and screening tools to make sure the consultant focuses their efforts of clients that are truly who they want to serve – provides for efficiency of efforts invested in finding clients The course provides the methodology to create the messaging to be used in marketing – this is the pitch to be given to targeting clients that, when carefully designed and vetted, should provide clients a clear, concise understanding of how the consultants service offering addresses their needs and the value the consultant will provided. Once the Ideal Client is defined, the course also provides the tools to validate this messaging. Lastly, tools are provided to continually, on an iterative basis refine and restate the message as experience requires.

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Curriculum

Determine Your Focus - Define and Find Your Ideal Client - Validate - Refine and Restate

  • 1

    Whom Do You Serve? Overview

    • Whom Do You Serve? Overview with Laura
    • Before you begin...
  • 2

    What is an Ideal Client?

    • Ideal Client Overview
    • Ideal Client Workbook
    • Ideal Client Defined
    • The Impact of Knowing
    • What is... Quiz
  • 3

    Identify Your Ideal Client

    • Identify Your Ideal Client Overview
    • Identify Your Client Workbook
    • Characteristics and Behaviors
    • Characteristic and Behavior Questions
    • Three Examples to Contemplate
    • What? A Bad Client?
    • Perfect Fit? Or Not a Fit?
    • Fit-Not a Fit Template
    • Define Your Ideal Client Recap
    • Identify Your Ideal Client Quiz
  • 4

    Find Your Client

    • Find Your Client Overview
    • Find Your Client Workbook
    • Where Do I Look?
    • Find Your Ideal Client Quiz
  • 5

    Grade Your Clients

    • Grade Your Clients Overview
    • Grade Your Clients Workbook
    • A, B, or C? Stay or Go?
    • Rate Your Clients Template
    • Grade Your Clients Template
    • Grade Your Clients Quiz
  • 6

    Validate, Modify, & Validate Again

    • Validate Overview
    • Validate, Modify, & Validate Workbook
    • The Best Approach
    • Create the Game Plan
    • Interviewee Template
    • The Interview Process
    • Validate Analysis Recap Template
    • Being Agile
    • Validate, Modify, and Validate Quiz
  • 7

    Additional Material

    • The Shoe Salesmen and Perception
  • 8

    Whom Do You Serve? Conclusion

    • Whom Do You Serve Conclusion
    • Next Steps Template
    • Before you go...

Included...

  • Over 25 VIDEOS walk you through the Who Do You Serve? process. FIVE WORKBOOKS with examples and exercises, 5 TEMPLATES that you can modify for you, and over 10 ADDITIONAL SUPPORTING ARTICLES AND RESOURCES to help you accelerate your progress.

  • LIFE-TIME ACCESS to the course material provided enabling you to periodically refresh your knowledge and skills. If you want to take the course again at a later date, just drop me a note.

Frequently Asked Questions

  • How long should it take to complete this course?

    This is a tough question to respond to because so much depends on you. Videos are under 15 minutes with most between 2 and 7 minutes. Modules (or chapters) are focused on one specific topic and designed to be completed within one seating. Videos in each module (or chapter) are less than 60 minutes in total. However, it takes time to listen to the videos and walk through the exercises in the workbooks. I recommend setting aside 1 to 3 hours for major modules (or chapters). Some people take 30 minutes to complete the associated exercises while other people take 60 minutes or more to complete them.

  • I started the course but I'm was not able to finish because of other commitments. What now?

    You have access to the course material for the life of the course so you can take the course whenever you are ready and have the time.

  • What is the difference between the group discussion and the self study courses?

    1) The group discussions enable the attendees to not only ask questions but attendees are able to review their exercise answers with the group and obtain feedback. The self-study course does not provide for any type of feedback. 2) It is common for me to add material that is not included in the self-study course based on the group questions. This material is normally not added to the self-study course. 3) Group discussions are recorded and related material posted for later review by that particular group.

  • I feel I need more support than the course provides. Is it possible to obtain one-on-one assistance?

    Yes. One-on-one assistance is available. Contact me directly so that we can discuss your needs and determine next steps.