Step-by-step guide to creating a client persona as a freelancer in 2023

Freelancing 101: Foundations & Essentials
March 3, 2024
3 minutes
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Clarity in everything you do is always a good thing. But most especially when you're doing business.

Having a clear picture of your target client is a fundamental part of building your career as a freelancer. By identifying your ideal client, you can tailor your freelancing services to match what they’re looking for and their budget. This will help you craft a better marketing strategy and make the job/client hunting faster. If you know what you’re looking for, spotting them would be easier.

Here, we’ll break down the steps to creating your ideal client profile.

1. Identify your Niche

After identifying the potential services you’re going to offer, it’s time to refine and choose your top 3. These top three services do not necessarily have to be the main but consider these your strengths - your top offerings. This will narrow down your focus and make this entire activity less overwhelming. Part of this process is to identify the type of client you want to work with, the industry they’re in, and their team size. It’ll also help to determine if you’re going to work with small business owners, big companies, or solo entrepreneurs.

2. Create a client persona

Craft and develop a detailed ideal client persona. Like writing a story character, this step involves coming up with the client demographics, background, interests, values, goals (both business and personal), and pain points. Include a brief about their motivations, challenges, and how your services can provide them with solutions. This will be helpful later on when you're crafting your marketing strategy so you'll appeal to your target client.

3. Identify needs and pain points

Put yourself in your ideal client’s shoes - what are the things they’re struggling with and why need to hire you? It can be that they’re spending too much time on admin tasks that their time to manage the team is affected? Do they want more time on strategy? Do they want to take recruiting off their plate? Are they spending too much time handling their emails and scheduling appointments? Do they need help in social media visual content that’s on brand? Identify these client or business pain points to get an insight on what your client is going through. Once you have this, crafting a marketing strategy would be easier.

4. Audience Analysis

Check client testimonials or reviews from other freelancer page, agencies, and websites. These provide a glimpse of what clients are looking for or complaining about. Job posts are a great start because then you’ll realize what clients are usually looking for or need help with. Check VA agencies and see what they’re trying to sell through their posts. Is it more time? is it better graphics? By checking freelancers or companies' offerings, you get some information on what to offer to your clients.


Having a clearer vision of your ideal client and understanding their needs will help you package your service in a neat way that would appeal to them. This is also the best way to position yourself as someone who can provide the solution they need.

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Cover of The Executive Enabler VA Workbook: A sleek design featuring essential tools and insights for virtual assistants, helping you excel in your freelancing journey.
This workbook was designed with the newbie VA in mind. This will help you determine your niche, your service offerings, crafting your portfolio, and more.
I'm Jelly, main writer and owner of TEE, and I've been a VA for more than 10 years now. The Executive Enabler has been created in the hopes to help and guide new VAs in their journey.

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