How to use the Ideal customer profile template

Start a board from it
Use this template opens a new Freero board with the Ideal customer profile template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Ideal customer profile”.
Follow the instruction on the board
“Build it from your best ten customers, not the ones you wish you had. The bad-fit box saves the most time.”
Fill in each part
- Company traits Size, industry, location, setup.
- Buyer Who decides and who uses it.
- Trigger What makes them look now.
- Why they stay What keeps our best customers.
- Bad fit Signs we should walk away.
- Where we find them Channels that reach them.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Ideal customer profile board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Audience segments
Describe who you’re marketing to in a few segments: what each cares about, where they hang out and the message that lands.
Buyer persona
The person who signs off on the purchase: their pressures, what triggers a search, how they decide and what makes them hesitate.
Discovery call guide
Run a first sales call that’s about the buyer: their situation, the problem, its cost, how they decide and what happens next.
Expansion opportunity map
Map where a happy customer could get more value from you: new teams, new sites, more of what they use or something new.
Customer coverage model
Decide how much attention each group of customers gets, from a named manager to self-service, and what each group can expect.
Negotiation plan
Prepare for a contract negotiation: what you must get, what you can give, what they will ask for and your walk-away point.