Define your ideal customer profiles (the ICP database)

Ready now

Ideal customer profiles from one template (pains, language, where they are, how we win) with an index and a flat composite; each ICP gets a research run through the cache; content requests default to one idea per ICP.

Kit

No separate kit. The playbook is self-contained.

You need

Account	Why	Free or paid	Plan
Perplexity API (via the llm CLI)	Web research with citations (sonar-pro model). Every query goes through /research so the cache is checked first.	Paid	Pay as you go API credits (a few dollars covers dozens of queries). Perplexity Pro subscribers get monthly API credit.
Google NotebookLM	Synthesis over cached research: every Perplexity miss is followed by a NotebookLM pass (both, always, on a cache miss).	Free	Free with a Google account; NotebookLM Plus comes with Google One AI Premium but is not required.
Claude Code (Anthropic Claude Pro or Max)	The AI operator every system runs through. Skills, hooks, memory, MCP servers and the Brain plugin all load inside Claude Code.	Paid	Claude Pro (20 USD/mo) works for light use; Max (100 USD or 200 USD/mo) for daily multi-hour sessions. Anthropic terms require each user to hold their own subscription; never share a login.

What you bring

Your picture of who buys from you today
Your picture of who you wish bought

The steps

Create the database and the template
List the ICPs and tier them
Fill each profile
Run the research pass per ICP through the cache
Write the edge file per ICP
Update the index, the flat composite and the summary
Make the AI use it

Goes further if you have already built Build a knowledge portfolio so your AI gives real feedback. You can build this without it.

Get the full playbook

Plug in your AI Read it in the Library

Part of: Get your database sorted