What it does
The Ideal Customer Profiler agent:- Analyzes your best customers to identify common characteristics
- Creates detailed ideal customer profiles based on successful patterns
- Identifies key demographic, firmographic, and behavioral traits
- Provides scoring models for prospect evaluation
- Continuously refines profiles based on new customer data
Key Features
- Pattern Recognition: Identifies common traits among your best customers
- Multi-dimensional Analysis: Considers company size, industry, technology stack, and behavior
- Dynamic Profiling: Updates profiles as your customer base evolves
- Scoring Models: Creates lead scoring based on ICP alignment
- Segmentation: Develops multiple ICPs for different product lines or markets
Use Cases
- Lead Qualification: Score and prioritize prospects based on ICP fit
- Marketing Targeting: Focus campaigns on ideal customer segments
- Sales Strategy: Align sales efforts with highest-value prospects
- Product Development: Understand customer needs for feature prioritization
- Market Expansion: Identify new markets that match your ICP characteristics
Getting Started
To enable the Ideal Customer Profiler agent:- Navigate to your CustomerOS workspace
- Go to Agents in the left sidebar
- Find and enable the Ideal Customer Profiler agent
- Connect your customer data sources
- The agent will analyze your customers and create initial ICPs
Configuration Options
- Customer Segments: Define which customers to include in ICP analysis
- Profile Factors: Choose which characteristics to prioritize (industry, size, etc.)
- Success Metrics: Define what constitutes a “successful” customer
- Update Frequency: Set how often to refresh ICP analysis
- Scoring Weights: Adjust the importance of different ICP factors