ANIVO · IDEAL CUSTOMER PROFILE WORKSHEET
Guide: https://anivoapp.com/guides/ideal-customer-profile/
Prepared: 1 October 2026

Complete this for one offer. Keep the company profile separate from individual
company activity records. Do not fill unknowns with guesses. This document is
not an Anivo import format or a custom scoring configuration.

BLANK PROFILE

Profile name:
Version / date:
Prepared by:
Status: [research hypothesis / supported by customer experience]

1. OFFER
Work I can deliver:
Deliverable and scope:
Content or contribution required from the customer:
Work outside the scope:

2. COMPANY TYPE
Industry / activity:
Business model and customer type:
Region I can serve:
Size requirement, if relevant, and its business reason:

3. DECISION RULES
Required criterion:
Why it is necessary:
How to check it:
Next check if information is missing:

Preference affecting review order:
What this preference does not prove:

Clear exclusion reason:
Reason to hold a record and the next check:

4. NEED AND EVIDENCE
Problem hypothesis:
Checkable observation:
Source address / customer interview note:
Review date:
Customer's own explanation:
My interpretation:
Unknowns:
Evidence that would change my hypothesis:

5. CONVERSATION
Relevant role:
Question about the current process:
Question about the last concrete example:
Question about the existing solution:
Questions about priority, decisions and delivery ownership:
Budget and scope to establish before a proposal:
Suggested next step:

6. REVIEW
Company group reviewed using this version:
Reasons for continue / hold / exclude decisions:
What conversations revealed:
Conditions that made delivery difficult:
One criterion to change and why:
New version / next review date:

COMPLETED FICTIONAL EXAMPLE

Profile: Product pages and quotation requests for manufacturers
Version: 1 · 1 October 2026
Status: Research hypothesis; market demand has not been validated.

Offer: A defined web design project for technical product pages and a quote form.
Company type: Manufacturers selling machinery or equipment to businesses.
Region: An initial area the fictional agency can serve.
Required: The business manufactures products and sells to other businesses.
Check: Company activity and product descriptions.
Preference: A product-information or quotation-request situation to investigate.
Does not prove: A problem, allocated budget or buying intent.
Exclude: Consumer-only retailers, inactive companies, work I cannot deliver.
Hold: Unclear whether the business manufactures or only resells.
Confirm: Technical content owner, project reviewer, actual need, timing, budget
and relationship with the existing provider.

Northline Machinery (fictional): B2B manufacturer in the service region;
requests go to a general form. Decision: continue research. Next question:
Which technical details do you request again before preparing a quotation?

Clearway Industrial (fictional): Address in the region; activity unclear.
Decision: hold. Next check: manufacturer or reseller?

Willow Home (fictional): Sells home decoration only to consumers.
Decision: exclude for this offer; does not meet the B2B manufacturing criterion.

Revision rule: If conversations show no problem, or the current process works
well, reconsider the problem hypothesis and the offer.

These companies and situations are fictional, not customer cases. Profile fit
does not establish buying intent or contact permission. Check contact
requirements separately. One sale or rejection cannot validate a company type.