Use this 80/20 Client Analysis Template to Find Your Ideal Client

Divorce your time from your money
Use this 80/20 Client Analysis Template to Find Your Ideal Client
Photo by Austin Distel / Unsplash

The Big Idea

Pareto's Law (80/20 Rule) - observes that 80% of outputs are tied to 20% of inputs.

Applying Pareto's Law to your client list helps you answer two powerful questions about your business:

  1. Which 20% of clients are causing 80% of problems and unhappiness?
  2. Which 20% of clients are resulting in 80% of desired outcomes (money) and happiness?

This simple template makes it easy to understand which of your clients are ideal for you—and which ones aren’t– by applying the 80/20 Rule to your client list.


  • Eliminate time wasted on difficult clients
  • Attract & retain high-revenue clients that are easy to work with.
  • Identify your most profitable offerings that enable you to scale.

What you get

80/20 Client Analysis Template (Google Sheet)

Simply add your client information and let the pre-built logic help you quickly see which clients are paying well AND are easy to work with.

3 sections to help you make strategic decisions:

Quick Diagnostic + 80/20 Analysis - Quickly identify the clients and projects that are the best fit for your business and your bottom line.
Company Demographics - Dive deeper into the shared characteristics of your ideal clients to create realistic personas.
Engagement Dynamics - Achieve higher profitability and work-life balance by identifying the kinds of projects & services that best fit you and your clients.

Step-by-Step Video Tutorial (21 min)

Get a step-by-step walkthrough of how to use the template to do 80/20 analysis on your own client list.

Sample Case Study

Kickstart your analysis with realistic samples and analysis from the example sheet.

Our interview with Sam Lee of IndeCollective about the method behind the template.

The 7 Figure Playbook: Defining and Refining Your Ideal Client Profile w/ Travis Corrigan - The Modern Independent
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