TEMPLATES / EDITABLE CSV
ICP Template
An editable CSV worksheet for your team. Capture assumptions, owners and next steps, then update it during a shared review.
Complete the template
Start with a specific product, market segment or initiative. Separate known facts from assumptions. Give open questions an owner and a next validation step. The template is intentionally compact so the team can use it in practice.
Use it with your team
Open the CSV in Excel, Google Sheets or another spreadsheet tool. Review the columns together with marketing and sales. Adapt terms to your process rather than treating the structure as a universal standard. Record when the last review took place.
INTERACTIVE / FROM READING TO ACTION
Three checkpoints for your implementation
Choose a checkpoint and track your reading progress. Checks are neither saved nor sent and do not score your business.
CHECKPOINT 01
Segment, Problem, Evidence
Add your information for these fields and flag open assumptions.
CHECKPOINT 02
Company trait, Decision maker, Open question
Add your information for these fields and flag open assumptions.
CHECKPOINT 03
Buying trigger, Exclusion criterion
Add your information for these fields and flag open assumptions.
Frequently asked questions
What belongs in the ICP template?
Segment, relevant company traits, buying trigger, problem, decision-maker, exclusions, evidence and open questions. Separate observed traits from assumptions.
Which file format is provided?
The template is an editable CSV file. Import it into Excel, Google Sheets or another spreadsheet application, choosing comma and UTF-8 in import settings if needed.
Is the template a finished plan for our business?
No. Add your own facts, owners and validation steps. A focused consulting project can support joint development.
What should our team collect before using a template?
Collect relevant product and customer information, existing data and known constraints. Separate confirmed facts from assumptions and assign an owner to each open task. The template structures your work; it does not automatically supply validated business data.
How do we keep a completed marketing template current?
Record the date, owners and sources used. Review the template when the audience, offer, budget or underlying data changes. Keep changes and untested assumptions visible rather than treating old entries as an automatically current plan.