Building the Agentic Foundatio...

Reverse-Engineering Your ICP From The Data You Already Have

10min
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Step 1: Find Your Winners

First, let's identify your best customers. Not who you think they are. Who they actually are.

Query your CRM for accounts that meet these criteria:

  • Highest net revenue retention (over 100%)
  • Fastest time to value (implementation under 30 days)
  • Lowest support ticket ratio (under industry average)
  • Highest product adoption rate (using core features)
  • Longest retention (over 12 months)

πŸ’ͺ Practical tip

Start with this SQL-like thinking πŸ‘‡

SQL
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Step 2: Group Your Winners

Now cluster these accounts based on common characteristics:

Industry signals

  • Company size (revenue, employees)
  • Industry/vertical
  • Geographic location
  • Tech stack (what other tools they use)
  • Growth stage

Behavioral signals

  • How they found you (acquisition channel)
  • Their buying process (sales cycle length)
  • Decision-maker level (C-suite, VP, Manager)
  • Implementation approach (self-serve vs. high-touch)

Step 3: Find The Patterns

Look for overlaps in these characteristics:

  1. Map out the common traits among your top 20% of accounts
  2. Identify which traits appear most frequently
  3. Calculate success rates for each characteristic

Example pattern analysis:

Top revenue segment

$10M-50M ARR (65% of winners)

Primary industry

SaaS (72% of winners)

Common tech stack

Salesforce + HubSpot (58% of winners)

Typical buyer

VP of Revenue Operations (45% of winners)

Step 4: Validate The Signals

Cross-reference your patterns against:

  • Win rates by segment -> look for segments with win rate over 20%
  • Customer acquisition costs
  • Lifetime value
  • Implementation success rates
  • Product usage patterns

Create a simple scoring matrix:

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Step 5: Build Your Anti-Portfolio

Just as important... Identify who you shouldn't target:

  • Accounts that churned within 6 months
  • High support cost ratio
  • Low product adoption
  • Slow sales cycles
  • Poor revenue retention

This helps you spot red flags early.

Step 6: Turn Insights Into Actions

Create three simple tools from your analysis:

1

The Ideal Customer Checklist

Must have:

ο»Ώο»Ώο»Ώ Revenue between $10M-50M ο»Ώο»Ώ SaaS business model ο»Ώο»Ώ Using Salesforce + HubSpot ο»Ώο»Ώ Has dedicated RevOps team

Nice to have:

ο»Ώο»Ώο»Ώ Series B+ funding ο»Ώο»Ώ US-based ο»Ώο»Ώ 50+ employees

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2

The Red Flag List

Automatic disqualifiers:

  • No dedicated ops team
  • Revenue under $5M
  • Non-tech industry
  • No current marketing automation
3

The Qualification Script

Key questions to ask:

  1. What's your current tech stack?
  2. Who owns RevOps?
  3. What's your implementation timeline?
  4. What's your growth target this year?

The Real Work

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Your ICP should inform:

  • Ad targeting parameters
  • Content creation focus
  • Sales team training
  • Product roadmap priorities
  • Customer success protocols

🧠 Remember

Your ICP isn't a document you create once and file away. It's a living framework that should get smarter with every customer interaction.

Start with the data you have.

Let it tell you who you should be targeting.

Then build systems to get better at finding them.

That's how you engineer growth.

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