5 Star Client Profile Worksheet - Revised December 2024
The 5 Star Client Worksheet is a framework for creating a profile of your ideal client.
Map out who you want to work with, what work you want to do, and where you want to do it from - so that you can spend your days in a business you love.
Do you really want to spend your day with clients who don't fit?
Who don't value you?
Who don't pay you enough?
Who you don't get along with?
And how about the drudgery of doing tasks and work you loathe?
Take the time to identify the type of work you like to do, and the traits and characteristics of the businesses, tech, and people you want to work with. This will make your business infinitely more enjoyable... and profitable.
Created by accounting professionals, the 5 Star Client Profile worksheet helps you dig deep to profile businesses, tech, and people you want to work with. To make your business infinitely more enjoyable... and profitable.
What you get:
This worksheet is provided as a Document and a Fillable PDF to help you identify important aspects of what makes a 5 Star Client.
If you've ever tried to do this yourself, you'll know that it can be hard to get clarity when we are so deep in the weeds of our own businesses. This worksheet will challenge you to really question the type of work you want to do and who you want to do it with. It will present ideas you may not have even thought of, and will ask you to question all the things you think you should be doing.
Building the business you love takes intention, and it begins with identifying your 5 Star Client Profile. Watch the short video overview of this worksheet here.
The 5 Star Client Worksheet is a framework for creating a profile of your ideal client.
Map out who you want to work with, what work you want to do, and where you want to do it from - so that you can spend your days in a business you love.
Do you really want to spend your day with clients who don't fit?
Who don't value you?
Who don't pay you enough?
Who you don't get along with?
And how about the drudgery of doing tasks and work you loathe?
Take the time to identify the type of work you like to do, and the traits and characteristics of the businesses, tech, and people you want to work with. This will make your business infinitely more enjoyable... and profitable.
Created by accounting professionals, the 5 Star Client Profile worksheet helps you dig deep to profile businesses, tech, and people you want to work with. To make your business infinitely more enjoyable... and profitable.
What you get:
This worksheet is provided as a Document and a Fillable PDF to help you identify important aspects of what makes a 5 Star Client.
If you've ever tried to do this yourself, you'll know that it can be hard to get clarity when we are so deep in the weeds of our own businesses. This worksheet will challenge you to really question the type of work you want to do and who you want to do it with. It will present ideas you may not have even thought of, and will ask you to question all the things you think you should be doing.
Building the business you love takes intention, and it begins with identifying your 5 Star Client Profile. Watch the short video overview of this worksheet here.
The 5 Star Client Worksheet is a framework for creating a profile of your ideal client.
Map out who you want to work with, what work you want to do, and where you want to do it from - so that you can spend your days in a business you love.
Do you really want to spend your day with clients who don't fit?
Who don't value you?
Who don't pay you enough?
Who you don't get along with?
And how about the drudgery of doing tasks and work you loathe?
Take the time to identify the type of work you like to do, and the traits and characteristics of the businesses, tech, and people you want to work with. This will make your business infinitely more enjoyable... and profitable.
Created by accounting professionals, the 5 Star Client Profile worksheet helps you dig deep to profile businesses, tech, and people you want to work with. To make your business infinitely more enjoyable... and profitable.
What you get:
This worksheet is provided as a Document and a Fillable PDF to help you identify important aspects of what makes a 5 Star Client.
If you've ever tried to do this yourself, you'll know that it can be hard to get clarity when we are so deep in the weeds of our own businesses. This worksheet will challenge you to really question the type of work you want to do and who you want to do it with. It will present ideas you may not have even thought of, and will ask you to question all the things you think you should be doing.