Today, I’ll break down exactly what an Ideal Clients List is, how it works, and how to make your own
Rachel Meltzer
When I first got serious about freelancing, I knew I needed to stop relying on Upwork. So back in 2019, I made a simple list — and that list has helped me earn over $55,000 (and counting).
It’s called an Ideal Clients List, and every freelancer should have one. Whether you’re sending cold pitch emails (CPEs), letters of introduction (LOIs), or networking through referrals — an Ideal Clients List helps you stay focused, organized, and strategic as you build your freelance writing business.
Today, I’ll break down exactly what an Ideal Clients List is, how it works, and how to make your own (plus how to track it so it actually works).
What Is an Ideal Client?
Your ideal client — or “dream client” — is the type of client you’d love to work with because they:
- Can pay you the rates you deserve
- Fit your niche and expertise
- Offer valuable bylines, big exposure, or steady income
Your ideal client could be a major brand, a growing startup, or a cool indie publication — the key is that they’re a good fit for you.
What Is an Ideal Clients List?
An Ideal Clients List (sometimes called a leads list) is a simple tool for tracking your dream clients — and your outreach to them.
Think of it like your own personal sales pipeline. It helps you:
- Keep track of who you want to pitch
- Note who your main contact is at each company
- Track where they are in your funnel (intro, pitched, following up, booked, etc.)
Example:
Inside Pop Club, member April uses her Ideal Clients List to:
- Brainstorm new brands every quarter
- Keep track of who she’s pitched
- Send follow-ups without losing track
- See where her warmest leads are
A tiny list can make a huge difference when you stick with it.
Try This: How to Make Your Own Ideal Clients List
Step 1 — Follow the Money
Start with your niche. Then brainstorm all the ways money flows in that space. Think in categories:
- Products
- Brands
- Services
- Places
- Activities
- Publications
Write down as many ideas as you can. Don’t overthink it — cast a wide net.
Step 2 — Dive Deeper
Now expand your ideas:
- What other products does your audience use?
- Where do they get information?
- What do they read, watch, or listen to?
- Who influences them?
- Where do they spend time, online or in person?
You’ll probably discover more potential clients than you expect!
Step 3 — Refine & Track
Refine your brainstorm into specific brands, companies, or people you’d like to work with.
Then, create a tracker — or grab the template inside The Juicy Stuff — to keep tabs on:
- Who you’ve researched
- Who you’ve pitched
- Who needs a follow-up
- Who you’ve booked
Pop your list into the “To Connect With” section of your tracker so you always know who’s next.
FAQs About Ideal Clients Lists
What’s the main benefit of an Ideal Clients List?
It keeps you focused. Instead of cold pitching random companies, you’re targeting clients who fit you best — and tracking your efforts so your outreach doesn’t disappear into the void.
How many clients should be on my list?
Start with 10–50 names. Add more as you discover new brands or expand your niche.
How often should I update my list?
At least once a month. Check who you still need to pitch, who needs a follow-up, and who’s moved forward.
Where should I keep my list?
Use a spreadsheet, a simple Google Doc, or a CRM if you prefer fancy automations. The tool doesn’t matter — using it does.
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