In my last post, I shared suggestions on how to create a target client profile. Now that you have a draft it is time to share it with you management team as well as others within your company. The purpose of this step is to get feedback to make sure that what you think makes a great client is inline with their view.

Your managers should now take what you have put together and run it by their team to gather feedback. One of the mistakes that I see leaders make is coming to the incorrect conclusion that their view of the world is entirely correct. The best source of insight into clients are those that connect with them on an every day basis.

It wouldn’t hurt to run a couple of brainstorming sessions with the internal teams who are interact with your clients everyday. You can ask them the same questions I posed in my last post to see if they answer similarly.

Once you have consensus on the important components of a great client it is time to finalize this part of the plan. In the next post, I will share with you an example target client profile for you to use.