Worksheet

Client 3D Avatar

When you can describe your prospect’s life better than they can…

When you can diagnose their pain, frustration, anger, and fear...

When you can express back to them what they dream and desire most in life…

You can sell them all day.


1.

Crafting Your Client 3D Avatar

  1. If you are new, this is a “best guess” exercise.

  2. Voice-of-customer data (VOC) is your most powerful tool. (The secret weapon to messaging)

  3. Update your 3D Avatar Sheet quarterly after more strategy sessions (market contact)

  4.  Be careful of the stories you tell

2.

SECTION A: DEMOGRAPHICS

Please answer the following prompts and explain why it matters.

3.

A1: Gender (and why this matters)

4.

A2: Age (and why this matters)

5.

A3: Income (and why this matters)

6.

SECTION B: THE MARKET

Please answer the following questions in detail to offer the best experience to the client.

  1. What is the niche (Unique Focus Area)? and;

  2. What is the BIGGEST result you can give a client?

7.

SECTION C: PSYCHOGRAPHICS 1 - MOMENT HIGHEST PAIN

Exploring your prospects’ Moment of Highest Pain to see opportunities to offer help and support.

8.

C1: BIGGEST PROBLEM of your prospect

What’s the BIGGEST problem your ideal client has?
(Be specific and use detail: what is the financial, emotional, and psychological pain that they are experiencing?)

9.

C2: TARGET OUTCOME of your prospect

  1. How long has your ideal prospect been actively pursuing (x outcome)? and;

  2. Why’s it been taking so long?

10.

C3: DESCRIBING THE LIFE of your prospect

Pretend you are a fly on the wall, describe a day in the life of your prospect as it pertains specifically to your niche (obviously you will compress time here):

11.

C4: BELIEFS AND PARADIGMS that DON'T serve your prospect

What are the most commonly held and widely-accepted beliefs and paradigms that DON’T serve your ideal client?

12.

C5: FRUSTRATIONS of your prospect

What frustrates your ideal client the most?
(Describe it in rich detail. Financial. Emotional. Pain.)

13.

C6: EMBARASSMENT &/OR SHAME of your prospect

  1. What is your ideal prospect most embarrassed by?

  2. What makes them feel a sense of stomach-turning shame? and;

  3. Where have they failed to meet their own expectations? The expectations of others?


14.

C7: BIGGEST ROADBLOCKS of your prospect

What’s blocking them from achieving their desired situation on their own?
(List 5 to 8 of the BIGGEST roadblocks.)

15.

SECTION C: PSYCHOGRAPHICS 2 - THE BLUE OCEAN BRIDGE

THE BLUE OCEAN BRIDGE: A blue ocean is an analogy to describe the wider, deeper potential to be found in unexplored market space.

The following questions will let you discover the best opportunity to help your prospect. Make sure to be specific when answering to show clarity of your vision.

16.

C8: SEEING OPPORTUNITY for your prospect

What reality do you see for them – that they don’t yet see for themselves?

17.

C9: YOUR ACTIONABLE STEPS if you're in your prospect's situation

Explain what you would do if you were in their situation: high-level steps.
(Share 'what' you would do, not 'how' to do it.)

18.

SECTION C: PSYCHOGRAPHICS 3 - COST BIAS

The following questions will let you explain the consequences if your prospect will stay in their current situation with their pain points unsolved.

19.

C10: POSSIBILITIES if nothing were to change for your prospect

What do you know for CERTAIN will happen if nothing were to change for your prospect?

20.

C11: THE COST OF NOT FIXING your prospect's current situation

  1. What is the cost of staying where they are right now? and;

  2. How bad can things become if they don’t fix them?

21.

SECTION C: PSYCHOGRAPHICS 4 - THE MOMENT OF HIGHEST PLEASURE

The following questions will let you explore the desired outcome of your prospect. This will give you a chance to really get to see if you really know your prospects’ needs by heart.

22.

C12: MAGIC WANT of your prospect

What is the main *magic want* moment or outcome your prospect wants?

23.

C13: THE DESIRE of your prospect

What does your prospect secretly, ardently desire?

24.

C14: WHY IS IMPORTANT for your prospect

WHY is this important to your prospect? Or, why is it what they REALLY need?

25.

C15: KNOWING THE 'WHY' of your prospect

From your answer in number 14, take one level deeper, WHY does that matter?

26.

C16: TALKING ABOUT SUCCESS

Expand the circle, what or who else does success impact?

27.

C17: KNOWING YOUR COMPETITORS

Name (and link to) your 4 most important competitors.

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