Identify a new target customer

Medium effort

High impact

Identifying new customers prevents an overreliance on existing clients and can connect you to valuable opportunities. Use our action plan to start.

We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
A downloadable PDF version of each action plan is available if you’d like to compete it offline

What's involved? Ways to use this action plan Measuring impact

Speak to your existing customers to understand how your products or services fulfil their needs

Impact: medium

Why will this help?

Speaking to customers is a good way to learn about why they buy from you and how your offering could appeal to a different demographic.

Creating a customer feedback survey

Use this customer feedback survey to gauge how customers feel about your product or service and find ways to improve.

Take time to conduct some detailed analysis about your industry, looking at research reports and buying behaviour

Impact: medium

Why will this help?

Tapping into as many different sources of information as possible will give you a better understanding of market trends.

Run a workshop with your team to list the key features and benefits of using your product or service and identify potential customers who might need them

Impact: medium

Why will this help?

Running a workshop allows you to collect a broader range of ideas from staff who speak to customers on a regular basis.

How to run an employee feedback workshop

Workshops are an effective way of solving problems and getting feedback from employees. Use our step-by-step checklist to run your own successful workshop.

Complete a competitor analysis to find out which demographics your competitors are targeting and if there’s a niche that they’ve overlooked

Impact: medium

Why will this help?

Keeping track of competitors helps identify opportunities where there’s less competition and understand more competitive areas where there might be higher acquisition costs and price pressure.

How to do a competitive analysis

A competitive analysis helps businesses to understand who competitors are and what makes them different.

Identify a new target customer and create a buyer persona that lists demographics, interests, behaviours and how your product or service fits their needs

Impact: high

Why will this help?

Buyer personas give staff a clearer understanding of who the business is targeting and how sales and marketing messages could resonate.

Creating a new customer persona

Customer personas give you a better understanding of the needs and challenges of people who might buy from you. Use this template from HubSpot to create a persona for a new target customer.

What can I do with this Action Plan?

Start this Action Plan

Add some extra information to this plan and we’ll help you get it done.

We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
A downloadable PDF version of each action plan is available if you’d like to compete it offline

Download and print

Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

Get the printable Action Plan

Learning Groups

We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

Find a Learning Group

How will I know if my action plan is working?

Customer survey results

Customer surveys provide feedback on your offering

Why this metric?

Customer feedback surveys help you gather more information about which customers are buying from you and why.

How do I start tracking?

Include a short online survey in a follow-up email that thanks them for buying from your business. Collect the responses over six months to examine how customers view your business.