TEMPLATE:
Who I Am
Name: [First Name, Surname]
Role: [What would others refer to you as?]
Location: [City, Country]
Background: [2-3 sentences. What's your story? How did you get here? What shaped you?]
My Goals
What I'm working toward right now (next 90 days):
- [Most important goal. Be specific. Not "grow my business” but "Double my revenue by the end of the year without adding new people"]
- [Second goal]
- [Third goal. Can be personal. "Actually disconnect on weekends"]
My Values & How I Think
I believe: [3 things you actually believe about work, leadership, life]
- [e.g., "Clear communication solves 80% of problems"]
- [e.g., "People perform better when they feel trusted, not micromanaged"]
- [e.g., "Done is better than perfect. AI drafts are never acceptable"]
What frustrates me: [e.g., "Meetings that should have been emails. People who say 'ASAP' for everything."]
Target Audience (who I sell to / serve)
Ideal client profile: [Think about their role, experience level, biggest frustration, and what they're trying to achieve. e.g., "Small business owners who know they should be using AI but don't know where to start."]
Promises / transformations I deliver: [ Be specific. e.g., "From spending 3 hours on proposals to finishing them in 30 minutes with a repeatable system."]