Define Your Ideal Customer Profile
Analyze your business details to identify, score, and rank ideal customer profiles — then output a full ICP report with targeting guidance and outreach strategies to Google Sheet
What This Workflow Does
This workflow helps you define your Ideal Customer Profile (ICP) using a data-driven approach. You answer 7 simple questions about your business, and an AI agent analyzes your offer, past clients, skills, target market, deal size, sales cycle, and constraints. It then segments, scores, and ranks potential customer groups — delivering a full report to a Google Sheet in seconds.
Here's what you get in the report:
- Top ICP — Your #1 customer segment to go after, including industry, company size, decision maker, pain points, weighted score, and outreach angle.
- Secondary ICPs — 2–3 backup profiles with scores and key insights.
- ICPs to Avoid — 2 segments to steer clear of, with explanations and risk factors.
- Strategic Insights — Hidden opportunities, fastest path to your first 5K, and long-term scalable segments.
- Action Layer — Word-for-word outreach angles, offer positioning, and red flags to filter bad leads.
Who It's For
Freelancers, agency owners, consultants, coaches, and SaaS founders. Run it as many times as you want with different answers to test different positioning angles.
What You Need
- A Needle account with access to run workflows.
- A Google account with a blank Google Sheet prepared for output (Column A: "Section", Column B: "Content").
- The Google Sheets connector authorized with your Google account.
How the Flow Works
| Node | Description |
|---|---|
| Manual Trigger | Starts the workflow with your 7 business inputs: offer, past clients, skills, target market, deal size, sales cycle, and constraints. |
| AI Agent (ICP Analysis) | Runs a detailed prompt that normalizes your data, generates 3–5 ICP segments, scores each on weighted factors, and produces a full analysis. |
| Code Node (Format Data) | Parses the AI output, splits secondary and avoid ICPs, and structures all results into rows ready for Google Sheets. |
| Google Sheets (Upsert Row) | Inserts or updates the structured ICP analysis rows in your specified Google Sheet. |
How to Set It Up
- Connect your Google account to the Google Sheets connector.
- Create a blank Google Sheet with "Section" in column A and "Content" in column B.
- Paste your Sheet ID into the Google Sheets node.
- Enter your 7 answers in the Manual Trigger node. The inputs are:
| Input Field | What to Enter |
|---|---|
offer | What you sell (e.g., "LinkedIn ghostwriting for B2B founders") |
past_clients | Describe your best and worst past clients |
skills_advantages | Your key skills and unfair advantages |
target_market | Industries or markets you want to serve |
deal_size | Your target price range (e.g., "5K/month") |
sales_cycle | How fast you want to close (e.g., "1–2 weeks") |
constraints | Any limitations like language, timezone, or location |
- Hit Test — done!
How Scoring Works
The AI scores each ICP segment from 1–10 across six factors, then applies a weighted formula:
| Factor | Weight |
|---|---|
| Pain Intensity | 25% |
| Ability to Pay | 20% |
| Speed of Closing | 20% |
| Ease of Reach | 15% |
| Fit with Your Skills | 15% |
| Market Saturation | −5% (penalty) |
The highest-scoring segment becomes your top ICP.
Notes
- Customize the 7 input fields to reflect your unique business context for the best results.
- The scoring model prioritizes pain intensity and payment ability, so accurate input matters.
- Make sure your Google Sheet has the correct permissions and the Sheet ID is entered correctly.
- Use the strategic insights and action layer to refine your marketing messaging and sales outreach.
Want to showcase your own workflows?
Become a Needle workflow partner and turn your expertise into recurring revenue.
