Who is your best customer, and where are the next hundred like them?
Who your best customer is, written down specifically enough that someone else could go and find another one; the customers you have today that prove it; and the search Legatis runs from both: a long list of businesses like your best customers, with the quickest way to reach each one, and a long list of the people who are already in front of them and could refer you. See an example of the two lists.
A named customer is a list. “Anyone who needs us” is not.
Four steps. The first two are yours and take about twenty minutes.
The profile and the customer list live in your free Business Account, kept in Canada, where only you and Legatis see them. The search is run by Legatis and the lists come back to you.
New here? Create a free account first, or sign in if you have one. What you save is kept in Canada, never sold, and never shared without your permission. The search itself is a Legatis service: ask for it once the profile is written.
Three parts, nine sections, written out in words as you go.
Answer in plain words; a sentence each is plenty. The profile is written out for you as you go, so you can see when it sounds like a real customer and not everyone. Nothing is compulsory, and only you and Legatis see it.
Two lists, each row ready to act on.
A worked example with fictional businesses, so you can read a whole run before asking for one: a Fraser Valley refrigeration contractor whose best customers are food processors and cold-storage warehouses. A real search returns fifty to two hundred prospects and twenty to a hundred partners for a regional business, sorted best match first, each with its source and how confident the match is.
Public sources, business-level details, nothing guessed.
- As many as the public record supports, not a top five. Keep going through every method below until the lists stop growing; fifty to two hundred prospects and twenty to a hundred partners is the range for a regional search. A short list with a reason is better than padding, and padding is never acceptable.
- Public sources only: company websites, Google Maps and business listings, association member directories, chambers and business improvement areas, supplier and customer pages, award and tender lists, news, LinkedIn company pages. Never invent a business, a person, a phone number or an address. If a detail is not published, leave the field empty.
- Business-level contact details only: the switchboard, the general address and the website that the business itself publishes. Do not collect a named person's direct email or mobile. Name a role to approach, and give a LinkedIn people search for that role at that business, so the client finds the person themselves.
- Canada's anti-spam law (CASL) governs commercial email. Prefer the phone, an introduction through a partner, and a visit. Where email is the route, note that the address was conspicuously published for business and the message must be relevant to that business's role; the client decides how to use it.
- Mark every row's confidence: high (the match and the details are confirmed on the business's own site), medium (a listing or directory), low (an inference from a name or category). Give the source URL for each row.
- Leave out the client's existing customers (listed in the brief), whoever the client said to leave out, and businesses that match the client's signs of a poor fit.
- Keep the client anonymous. The brief gives the client a code name; use it, and do not try to identify the client.
- Sort each list by how well it matches, best first. Write each 'why' in one plain sentence a salesperson can read aloud.
Your profile and your customer list are kept on our server in Canada. The search itself runs on an AI research assistant with web search, directed by our brief and read by us; the brief carries your business under a code name, no people's names, and your customers' business names only with your permission. General information for the owner, not legal, financial or marketing advice.
Where the profile goes next
- The Business Development Plan turns the profile into a sales engine: the channels, what a customer costs to win, who does the selling, and whether the business can deliver the growth.
- The customer concentration calculator reads your top customers the way a lender and a buyer do: the share the biggest ones carry, and what it does to the price.
- The customer lifetime value and acquisition cost calculators say what one more customer like your best ones is worth, and what you can afford to spend finding one.
- The referral guide in the marketing guides sets up the system that keeps partners referring once you have found them.
The search, and what to do with the lists
The search is run by Legatis from your profile, and the lists come back checked. As an engagement, the Business Development Plan takes it from there: the partner programme that turns list two into a channel, the outreach that works list one without the owner, and the conversion numbers a lender reads beside the financials. Fixed fee, scoped to the regions and the team in play.