How to complete the ideal customer or ideal referral partner section of my business profile?

Having ideal customer and ideal referral partner details on your profile helps other businesses on Alignable understand if you are a viable referral partner. If you share customers, there is likely a way to share referrals. This is also how Alignable helps suggest different businesses for you to connect with.

Editing Our Ideal Customer

Click Here to edit the Our Ideal Customer on your Business Profile.

Here is Alignable's Ideal Customer Description as an idea:

Small and independent business owners and employees who are interested in connecting with others, building trusted relationships, and unlocking access to resources needed for greater success.

  1. To fill out the Our Ideal Customer section click on the purple Edit button on the top right of the Our Ideal Customer block:


  2. Then a popup will appear. Start by selecting your Customer Type and Customer Location as seen below: 

  3. In a few short sentences describe who your ideal customer is. Thi swill allow other businesses on Alignable to know if you share similar customers, and thus if you would make good referral partners.


  4. Next, you'll want to fill out the types of customers that you would like to be referred to by adding the tags that identify those customers. This is your end consumer or your end customer.

  5. Click Save to save your changes.

Editing Ideal Referral Partner

  1. To fill out the Our Ideal Referral Partner section click on the purple Edit button on the top right of the Our Idea Referral Partner block:


  2. A popup will appear where you can start typing a description of what types of businesses you can send or receive referrals from. Think about who you've sent or received referrals from in the past.


  3. Next, you'll want to add the tags of the types of businesses that you can share referrals with. Adding these is important as it will also help Alignable when suggesting businesses to connect with.

  4. Click Save to save your changes.

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