Templates for qualifying B2B accounts.
An ideal customer profile template sets which companies fit, which buying signals show the timing and who decides. These three free B2B templates work together: the ICP template sets the rules, the buying committee map records who decides at each account, and the scoring matrix ranks accounts on fit, timing and reach.
All templates
Free B2B ideal customer profile (ICP) template
This B2B ideal customer profile template has six parts: the offer, target groups, company criteria marked must, prefer or exclude, buying signals with time windows, buying-committee roles, and exclusions.
Updated 6 min read
Buying committee map template
A buying committee map lists the people at one account who shape a purchase, by role: decision maker, economic buyer, champion, evaluator, entry point and introducer.
Updated 7 min read
Account scoring matrix: a fit, timing and reach template
An account scoring matrix ranks companies by how likely they are to buy now.
Updated 8 min read
The loop
Where this reading fits in SalesOne: S1 agents do the homework in the agent steps, and your team builds the relationship in Engage and Close.
- Profile
Who you are, what you sell, your proof
- Target
Your ideal customer, written as rules
- Research
Every account, from dated sources
- Score
Fit, timing, reach and who decides
- Sequence
A plan and a week of steps per account
- Engage
Outreach your team approves
- Close
Meetings booked, the brief attached
- Refine
Each run builds on the last
See your own accounts qualified.
Bring your ideal customer and one account you would love ten more of. We will show you the accounts S1 agents accept, the ones they reject, and why.