Why understanding your ideal customer is key to business success
- NickyOates
- Oct 15, 2024
- 4 min read

When it comes to building your brand and business, few tools are more powerful than truly understanding who your customers are.
It’s a much talked-about topic, but the ‘why’ and ‘how’ of understanding your ideal customer often get glossed over or are discussed in very generic terms. But it’s common sense, right? How can you promote something to someone if you don’t know who they are? But you’d be surprised at how many businesses don’t have as deep an understanding of their ideal customer as they could—or should.
So, why is it so important?
Let’s use an analogy: How much easier is it to buy (or create) a meaningful gift for someone—one that they will love, keep, and use—when you know that person inside out? You know their likes and dislikes, their hobbies and passions. You even know what they’re currently wanting, needing, or struggling with. You know their heart’s desire.
Now compare that to buying something meaningful for someone you’ve only just met. You know next to nothing about them, so you’re guessing what might appeal to them or what they might need. It’s basically a gamble!
Engaging people with your business is not that different. When you deeply understand your ideal clients—what they’re feeling, what they need, and how they want to be treated—it becomes much easier to align your business with what they want and need to see, hear, and experience. You remove the guesswork.
At the end of the day, people don’t buy a product or service just because of what it does. They buy because of how it makes them feel and the change it brings into their lives. When you truly understand your ideal client—what they value, what challenges they face, and what aspirations they have—you can connect with them on a deeper, emotional level.
When your brand speaks to their emotions and desires, you’re not just selling a solution—you’re selling a better version of their life or business. Whether it’s about more freedom, feeling more confident, or simply finding a service they trust, it’s all about tapping into the emotional benefits your clients are seeking.
The impact of this knowledge is business-wide:
Product/service offerings – Your current and new offerings are developed to meet identified needs or fill gaps.
Marketing plans – You know what to say, how to say it, and where to say it, so your message reaches the right people.
Customer engagement – You can be confident that all stages of your customer’s journey reflect what they want and need to experience.
Customer loyalty and retention – When you meet the needs of your customers, the chances of them returning—and referring others—greatly increase.
This emotional connection builds trust and loyalty. Your clients don’t just see your business as a transaction; they see it as a partner in helping them achieve their goals. When your values align with theirs and your messaging reflects that, you’re creating a brand that resonates far beyond functional details.
Practical steps to understanding your ideal client and improving their experience
Step 1: Get to know your ideal clients. You need to go beyond surface-level demographics and dig into their motivations, emotions, and the challenges they face. Start by asking yourself:
What keeps them up at night?
What goals are they working towards?
What’s standing in the way of them achieving those goals?
Why do these goals really matter?
For that last question, try the “5 Whys” exercise. For every answer, ask “Why does this matter? Why is this important?” Repeat this five times to get to the core emotional reasons behind their decisions. This is where the real magic happens, because people tend to make buying decisions based on emotions and rationalise them afterward.
Step 2: Overlay your values with the kind of clients you want to work with. Once you have a clearer picture of your clients, ask yourself:
Who shares your business’s values?
Who would you enjoy working with?
This will help you identify your true ideal client—the people who not only need what you offer but who will value your approach.
Step 3: Map out the emotional journey at each touchpoint. Think about every interaction your clients have with your business:
Where do they first see or hear about you?
What emotional state are they in when they discover you—are they overwhelmed, curious, excited?
How do they find more information, and what emotions guide them as they learn?
What happens when they decide to buy, and how can you make the purchasing experience feel positive and aligned with your values?
What kind of follow-up is offered, and how do you make your clients feel valued afterward?
Look at these stages from your client’s emotional perspective. Make sure the journey aligns with both your brand values and their aspirations, so you can identify any gaps and prioritise improvements.
Step 4: Validate your assumptions. Talking to clients—past, present, or potential—is the best way to learn what’s really going on. But validation isn’t a one-time thing. It’s an ongoing dialogue.
Use social media polls, DMs, or casual conversations to keep learning from your clients.
Pay attention to the words they use to describe their challenges and emotions. These insights will help you create messaging that feels personal and tailored to them.
By understanding your ideal clients and aligning your brand with their emotions and needs, you create deeper, lasting connections. The better you know your clients, the more you can serve them in a way that feels meaningful—and that’s what keeps them coming back.