Uncover How Your Ideal Customers Buy.

Attract and convert your ideal customers. This Notion playbook will help you understand your ideal customers and build a marketing plan that works.

Know Your Ideal Customers.

Generating high-intent, high-paying leads starts by knowing your ideal customers.

Their challenges, motivations, buying journey, what they look for in a vendor, their mindsets when approaching a problem, even where they go to find solutions — all of it shapes how you market.

When you know them, you’ll know how to attract and convert them.

That’s what this playbook is all about: helping you understand how your ideal customers buy so you can attract and convert more of them.

It’s the exact process we use with our clients, distilled into a fillable Notion database.

Understand Your Ideal Customers.

A Playbook for Growth.

We created a Notion database and workbook with all the tools you need to understand your ideal customers.

  • Define what makes a customer ‘ideal’
  • Questions to ask in an interview
  • Customer Database to capture your insights
  • Buying Journey insights based on your customer database
  • Template to create your Customer Persona & DNA
  • AI Prompts to uncover niche marketing channels and other insights
  • Plug and Play Marketing Plan to generate leads
customer database in Notion
customer buying journey solution aware
customer ai prompts

The Content

What’s Inside.

Step 1

Define Ideal

Determine what makes a customer ideal.

  • Target Market vs Ideal Customer
  • Segmentation Exercise
  • Customer Database
Step 2

Industry Channels

Find niche industry channels your customers use.

  • Tools to research your industry
  • AI prompt to uncover niche channels
  • Table to document your findings
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Customer Interviews

Interview your ideal customers for more insights.

  • Interview questions for feedback and insights
  • Tips to conduct an effective interview
  • Template to ask your clients for an interview
Step 4

Buying Journey

Understand how your customers buy.

  • Automated buying journey insights
  • Suggestions to move prospects to the next stage
  • AI prompt for marketing recommendations
White lowercase letter 'b' on yellow background.

Customer DNA

Map out the key attributes of your ideal customers with the Customer DNA Framework.

  • DNA framework overview
  • Customer DNA Examples
  • AI prompt to write your Customer DNA
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Customer Profile

Create your living Customer Profile document.

  • Customer insights
  • Buying journey
  • Customer DNA
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Marketing Plan

Turn your insights into an effective marketing plan.

  • Inbound & outbound marketing instructions
  • Marketing plan template
  • Recommendations 
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AI Prompts

AI prompts to use in your research.

  • Find Niche Channels
  • Synthesize Customer Interviews
  • Buying Journey Recommendations
  • Writing Your Customer DNA
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Customer Database

Regularly update your customer data to see automated adjustments to your marketing plan.

  • Ideal customer data
  • Buying journey insights
  • Differentiation insights

MARKETING PLAN

Why You’ll Win.

Generating high-intent, high-paying leads requires more than testing.

You need an effective marketing plan to attract the right people.

Our playbook helps you do that.

You’ll create a marketing plan based on where and how your customers buy.

The best part? You’ll shorten the time it takes to see real revenue from your marketing efforts.

ideal customer playbook marketing plan

Who Wrote This?

About the Author.
jv

Jason Vana

I am a brand and content strategist, entrepreneur, and founder of SHFT. Before social media even existed, I was creating content that drove revenue and positioned brands as the premium choice in their industry. Fast forward 20 years and my strategies have turned previously unknown businesses into worldwide, category-dominating brands. When I’m not leading the team at SHFT, I can be found hiking, traveling, brushing up on my Czech language skills, or ripping apart bad sales and marketing tactics as #sassyjason.

How much?

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Are you in?

Who’s it for?

The Ideal Customer Playbook is perfect for executives, founders, solopreneurs, freelancers, bootstrappers, and side-hustlers looking to generate high-intent, high-paying leads:

  • SaaS & Service Founders
  • C-Suite Executives
  • Copywriters
  • SEO
  • Graphic Designers
  • Website Designers
  • Social Media Managers
  • Content Creators
  • Accountants
  • Financial Planners
  • Fitness/Health Coaches
  • Business Consultants
  • Life Coaches
  • Recruiters
  • And More!

Start Attracting Your Ideal Customers