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FRONTIERS PLAYBOOK / Intermediate

Find your customer

Pick a niche, define the ideal client, and use public data and signals to find who needs you before they ever ask.

YOUR FIRST MOVE

Write one sentence: who exactly is this for, and what is already going wrong in their business that you can see from outside.

Your learning checklist

0 of 7 steps marked · opening your workspace

STEP 1

Start here: write down your ideal customer

A written ICP (ideal customer profile) with a 'who not to chase' list keeps every later step honest.

templateIdeal customer profile guide with free template (Cognism)Details +

Five steps plus a copy-and-paste worksheet with fields for industry, size, budget, pain points and decision makers. Vendor blog.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
templateIdeal Customer Profile ebook and worksheet (HubSpot)Details +

Free worksheet on defining an ICP from your existing customer data. Needs a form to download.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
STEP 2

Understand the job your customer hires you for, and the signals that say 'now'

Jobs-to-be-done tells you why people buy. Buying signals tell you when.

articleKnow Your Customers' 'Jobs to Be Done' (Harvard Business Review)Details +

The core idea: understand the task a customer is trying to get done, not just who they are. HBR may limit free reads.

Cost / access
unknown
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
articleNew book: Intercom on Jobs-to-be-DoneDetails +

Intercom's practical take on applying JTBD; the post links to a resource page for the book. Whether the book is free was not stated.

Cost / access
unknown
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
articleWhy hiring is a buying signal (lemlist)Details +

How to read job postings as a sign a company is about to spend, and how to act within 48 hours. Vendor blog; treat stats with care.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
articleHiring signals in B2B sales (Autobound)Details +

Which kinds of job postings predict which purchases and how to write the first line. Notes that many postings are backfills. Vendor blog.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
STEP 3

Count businesses with Census data

Census tables tell you how many businesses of a type exist in a county or ZIP, so you size a market before you chase it.

datasetCensus Bureau API datasetsDetails +

Index of the free APIs: ACS, County Business Patterns, ZIP Code Business Patterns, Economic Census and more. A key may be needed; see the key request page.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
datasetCounty Business PatternsDetails +

Annual count of establishments, employees and payroll by industry and area. Good for 'how many of these exist near me'.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
datasetData.gov catalogDetails +

Search engine for 535,000+ U.S. government open datasets.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
STEP 4

Find licensed businesses and active projects in state and city portals

Licensing and permit records are public and show who is licensed, active or building right now.

datasetTDLR - All Licenses (Texas, via Data.gov / City of Austin)Details +

Listing of all Texas Department of Licensing and Regulation license holders in CSV/JSON; shows what a state board dataset looks like. No license terms are stated on the page, so read the source's terms.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
datasetDOB Permit Issuance (NYC Open Data via Data.gov)Details +

Daily-updated construction and demolition permits. Only covers the older system; newer permits sit in a separate DOB NOW dataset.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
docsSocrata Open Data APIDetails +

Many city and state portals run on Socrata, so one query pattern reads many permit and license datasets.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
siteFlorida DBPR public records and license searchDetails +

Example of a state board lookup. The page shows a search tool and a records-request route, not a bulk file; use it to check a license, and read the terms before any bulk use.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
STEP 5

Use federal public files for health, finance and regulated industries

CMS, SEC and FDA publish open files that name providers, companies and products.

docsSEC EDGAR APIsDetails +

No-key JSON APIs for company filings and financial data. Follow SEC fair-access rules and use bulk files for large pulls.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
datasetopenFDADetails +

Open APIs and downloadable JSON on FDA data; useful for regulated-product and facility signals.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
STEP 6

Map local businesses with OpenStreetMap

OSM tags let you pull every shop, office or business in a city without paying for a list.

docsOverpass API (OpenStreetMap wiki)Details +

Read-only query API for OSM data. Public server asks for light use: identify your app, no parallel scripts, back off after errors.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
toolOverpass TurboDetails +

Browser tool to write, run and see Overpass queries on a map.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
docsOpenStreetMap copyright and licenseDetails +

Data is under the ODbL: you must credit OpenStreetMap and its contributors.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
STEP 7

Segment a big file and read it for patterns

Raw files are huge and messy. These tools clean them, slice them and show what stands out.

toolDuckDBDetails +

Free SQL database that queries big CSV and Parquet files directly on your laptop. MIT license.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
toolOpenRefineDetails +

Free tool to clean messy data and merge near-duplicate values such as 'Joe's Salon' and 'Joes Salon'.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
courseKaggle Learn: Data CleaningDetails +

Short free course on cleaning data before you trust it.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.
docsNIST Exploratory Data Analysis handbookDetails +

Plain reference on how to look at a data set before drawing conclusions: graphs first, then numbers.

Cost / access
free · Service usage, hosting, or model access may be separate.
Setup
Follow the linked provider’s current instructions; check account and runtime requirements.

You have made a start when…

  • You have a written ideal client profile.
  • You have a list built from a public data set, not guesses.
  • Each name on it has a reason you can state.

Take this into your assistant.