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.
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
The Content
What’s Inside.

Define Ideal
- Target Market vs Ideal Customer
- Segmentation Exercise
- Customer Database

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

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

Buying Journey
Understand how your customers buy.
- Automated buying journey insights
- Suggestions to move prospects to the next stage
- AI prompt for marketing recommendations

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

Customer Profile
Create your living Customer Profile document.
- Customer insights
- Buying journey
- Customer DNA

Marketing Plan
Turn your insights into an effective marketing plan.
- Inbound & outbound marketing instructions
- Marketing plan template
- RecommendationsÂ

AI Prompts
AI prompts to use in your research.
- Find Niche Channels
- Synthesize Customer Interviews
- Buying Journey Recommendations
- Writing Your Customer DNA

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.
Who Wrote This?
About the Author.
Jason Vana
How much?
Buy Your Copy Today
Ideal Customer Playbook
- A copyable Notion database with:
- Customer Database
- Video Instructions
- Exercises
- AI Prompt Database
- Marketing Plan Template
- And a whole lotta sass!
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!

