BACK TO TOOLKIT THE REVENUE ENGINE TOOLKIT
Revenue Engine Workshop · Exercise 1
Your Ideal
Customer Profile
ICP + Total Addressable Market
Track Interest Stage
The Framework

Know the Who
Before the What

In B2B logistics and supply chain, your ICP isn't "every shipper in America." The more specific you get, the better your GTM motion works. Most teams get this backwards -- they chase logos instead of profiles.

An ICP is the company -- it has company characteristics. Your personas are the humans on the buying committee inside that company. Don't confuse the two. And here's the question that stops most teams cold: is this your actual ICP, or your wishful thinking ICP?

"When everything you do is derived from your ICP, it's like having guardrails in bowling; it's impossible to throw a gutter ball."

Doug Conant, via The Revenue Engine

Your ICP has two dimensions. Together they form a 2x2 sophistication matrix -- an honest map of which part of the marketplace you actually serve.

Y Axis · Company Size
Firmographics

The structural facts about your customer as a company. On the matrix, size runs small to large.

  • Industry and vertical
  • Revenue range
  • Number of employees
  • Ownership type (PE, public, private)
  • Geography
  • Distribution complexity
X Axis · Tech Sophistication
Technographics

What systems they run, from spreadsheets and email to fully API-integrated stacks. This determines what it takes to serve them.

  • ERP (SAP, Oracle, NetSuite)
  • WMS (Manhattan, Softeon)
  • TMS and visibility tools (E2open, project44)
  • Spreadsheets vs. integrated systems
  • API connectivity requirements
🔎

Where to find it: SalesIntel is the preferred tool for supply chain and logistics. Put your ICP criteria in and see what it returns. Adjust the aperture -- go up-market and down-market and see how the TAM number changes. ZoomInfo, Clay, 6sense, and Demandbase are alternatives at the more sophisticated end of the market. An LLM can help you estimate TAM size before you spend a dollar on a data tool.

Here's the honest part: your own capabilities gate which quadrants you can serve. If you can't integrate at the API level with an E2open or a Manhattan, you can't serve the big, sophisticated enterprise shippers on a contract basis -- no matter how good your pitch is. And if your perfect customer is a small shipper running on spreadsheets, that's not a problem. That's your ICP. Own it.

Your Turn

Build Your ICP

Start with your current best customers -- the ones that closed fast, stayed long, and referred others. What do they have in common?

01

Describe your current best customers as a company type. Company size sets the Y axis of your matrix.

Remember: the ICP is the company. Personas are the people on the buying committee. Gartner says the average B2B buying group is five to eleven stakeholders.

02

What systems do your best customers run? From spreadsheets to fully API-integrated, this sets the X axis of your matrix.

03

Two clicks. First, tap where your customers cluster today. Then tap where you want to be. Same quadrant is a legitimate answer. The gap between the two markers is the most important strategic conversation in this workshop.

ICP Sophistication Matrix
Every quadrant is a real market. The question is which one is yours.
Step A: Tap where your customers are TODAY
Company Size (Small to Large)
Today Goal
Large / Spreadsheets
Enterprise,
Pre-Digital
Big operations still running on manual processes, email, and Excel. Big deals, longer change curves.
Today Goal
Large / API Integrated
Enterprise,
Tech-Forward
Fully integrated stacks -- E2open, Manhattan, SAP. Serving them requires API-level capability on your side.
Today Goal
Small / Spreadsheets
Emerging,
Ops-Driven
Smaller shippers running on spreadsheets and phone calls. Fast decisions, owner is often the buyer.
Today Goal
Small / API Integrated
Small but
Wired
Smaller operators who've invested in modern tech. Easy integrations, short sales cycles.
Tech Sophistication (Spreadsheets to API Integrated)
Your Takeaway

Your ICP Card

This is what you built today. Copy it, send it to your sales leader, and review it quarterly -- markets shift, and your ICP should shift with them.

My Ideal Customer Profile
Industry / Vertical
Revenue Range
Employees
Ownership Type
Geography
Distribution Complexity
Primary Pain Points
Buying Committee / Personas
Tech Stack (ERP / WMS / TMS)
My Market Segment
The Revenue Engine
LeadCoverage Workshop