Masterclass: Discovering Your Ideal Client

(or How Your Ideal Client Prospect Already Found You)

REGISTER BELOW to view the replay and an exercise to help you implement this model. 

I've long struggled with the idea of an "ideal client" and how to identify who that is if you are just starting out or pivoting from one type of client to another that has yet to be figured out.  

I'm developing a model to help you identify your ideal client. My premise is that our effort to find the "sweet spot" of what our work should focus on is very "us" centered and not client-centered. This model is a helpful lens as you evaluate who regularly comes to you for advice, support, or services.  

Before you watch this replay, consider this timeline. This step is BEFORE you build your avatar.  

If you have ever been frustrated by lessons on avatars, this model will help.

Discovering Your Ideal Client Timeline
Venn Diagram: Discovering Your Ideal Client - Expertise, Passion, Impact & Income

You might be overlooking your ideal client prospects and saying yes to the wrong prospects!

Here's a brief glimpse into how to use this model...  

A prospective client says they are interested in working with you. Before you say yes, ask yourself: 

Do you have the expertise they are looking for? [EXPERTISE]  

Is this something you are passionate about? [PASSION]  

Will they pay for the value you offer? [IMPACT & INCOME]  

If the answer to all three questions is YES then that is an IDEAL CLIENT. They are willing to pay you for your expertise in an area you are passionate about - and you know you can help them.

What happens if you only have two of the three overlapping circles? I'll be sharing stories to illustrate how that could lead to burnout, a hobby instead of a business, or become a trap.


I'm writing a book, "Your Relationship-Based Business Plan," which is about how to take your business to the next level and diversify your revenue streams. This is content I've been sharing with my clients in The M.O.R.E. Program for Entrepreneurial Women and through private coaching. Meetings with my ideal readers has helped this book take shape. To continue receiving feedback... I'm hosting a series of free Masterclasses where I'll be sharing the strategies that will end up in the book. 

I've already hosted two other sessions. You'll receive the links to these replays when you sign up for this session:

Part 1 covered the following topics:

  • Introduction - why me, why this book, who is it for?
  • Mindset - knowing your value, which way forward? (strategically), finding the time, leading from within
  • Stacking Your Successes - strategically working to completion, goal setting, "one thing", laddering up your network
  • Taking the Leap - what will be your minimally-viable product (MVP)?

Part 2 covered the following topics:

  • Commit - keep testing and iterating your MVP, importance of quarterly goals, intensive vs. scattershot networking
  • Stretch Yourself - don't be attached to outcomes create possibilities, take MVP to the next level, connect with influencers
  • Getting Support - differences and benefits of accountability partner, mastermind, coach, personal board of directors, Facebook community, and consultants - and how to find one 

Are you looking to grow your business to the next level and need guidance during these challenging times? I offer a limited number of one-on-one coaching packages. If you're interested, hit reply to the email you receive and we can schedule a strategy session so I can learn more about your business goals and we can see if we'd be a good fit.

Robbie Samuels headshot

Robbie Samuels is a keynote speaker, TEDx speaker, and relationship-based business strategist who has been recognized as a “networking expert” by Inc., Harvard Business Review Ascend, and Lifehacker. He helps his clients grow to their next level in business through relationship-based strategies.

He works with event organizers and associations to create a better experience for “Year 2” participants, leading to increased member value and member retention. In light of COVID-19, he is assisting organizations with bringing this more networking opportunities to virtual events.

He is the author of the best-selling business book Croissants vs. Bagels: Strategic, Effective, and Inclusive Networking at Conferences and has been profiled in the Harvard Business ReviewForbes, and Fast Company. He writes for Harvard Business Review Ascend. His clients include associations, women’s leadership summits, and corporations including Marriott, AmeriCorps, Hostelling International, and General Assembly.

He has been featured in several books including Stand Out: How to Find Your Breakthrough Idea and Build a Following Around It by Dorie Clark and The Connector’s Advantage: 7 Mindsets to Grow Your Influence and Impact by Michelle Tillis Lederman. He has guest lectured at many leading educational institutions including Harvard University, Brown University, Cornell University, and Northeastern University.

Robbie is the host of On the Schmooze podcast which features his networking strategies and talented professionals sharing untold stories of leadership and networking.