Manage each client's Ideal Customer Profile (5P) in one place -- used by Visitor Fit Scoring and PPC Builder
One saved ICP per client, either an uploaded 5P document or pasted text -- whichever you set here is what Visitor Fit Scoring and PPC Builder both build from. Replacing it here updates it everywhere; both of those tabs show a read-only summary of what's on file so a strategist always knows what they're working from.
Current ICP
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No ICP on file for this client yet -- set one below.
This client's ICP is based on personal wealth & demographics, not company or title
Turn on for HNW/individual-investor clients: scores against net worth, homeowner status, and age range instead of job title and firm.
Replace ICP
Upload a document or paste text -- either becomes the client's saved ICP, replacing whatever's on file now.
Heads up: saving here completely replaces this client's current ICP -- an uploaded 5P document and pasted text can't both exist at once. If a document is on file and you paste text (or upload a new document), the old one is gone, including the file itself. This affects every tab that uses this client's ICP (Visitor Fit Scoring, PPC Builder), not just this one.