ICP framework for B2B SaaS (with a simple scoring model)
Most “ICP” slides look great in board decks and do very little in day-to-day sales.
In practice, B2B SaaS teams don’t need a beautiful persona document. They need a simple, shared way to decide which accounts are worth time — and which ones aren’t.
This article gives you a practical ICP framework and a 0–3 scoring model you can use in real life:
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to improve win rates,
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shorten sales cycles, and
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reduce churn by not landing customers you can’t keep.
At the end, you’ll find links to a ready-made ICP scorecard template and a way to get a fixed-fee diagnostics if you want help pressure-testing where ICP fits among your other bottlenecks.
ICP is “where we win predictably”, not a persona slide
An ICP is not a fictional character with a stock photo and a cute name.
For B2B SaaS, your ICP is:
The type of customer where we win repeatedly,
realise value fast,
keep them for years,
and expand over time.
If your ICP is too broad, the symptoms usually show up as:
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pipeline full of low-probability deals,
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long cycles with no decision,
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“we lost on price” feedback (often a fit problem in disguise), and
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new customers that churn early.
A good ICP framework should help you:
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Say “no” faster to bad-fit opportunities,
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Focus Sales & Marketing on the right segments, and
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Align product, pricing, GTM and CS on who you’re really building for.
The 4 pillars of a useful ICP
To keep it practical, we use four pillars when building or refining ICP for B2B SaaS.
1. Urgency / trigger
Is there a clear trigger that makes the problem painful now?
Examples:
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Compliance deadline
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New volume / scale the old process can’t handle
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New leader hired to fix a specific problem
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M&A, expansion, new market entry
No urgency = long sales cycles and “come back later”.
2. Value realisation time
How fast can they see value from your product with a reasonable implementation?
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< 30 days?
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1–3 months?
- 6 months?
If value is far away in time, the deal is fragile (and churn risk is high).
3. Economics & ability to pay
Can they sustain your pricing and see you as strategic?
Signals:
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Budget and spend with similar vendors
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Size, growth rate, funding status
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Your impact vs their cost base or revenue
If the economics are off, you’ll see discounting, small deals, or “great fit but no budget”.
4. Retention & expansion fit
Even if you can close the deal, can you keep and grow this type of customer?
Look at:
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Churn rates by segment
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Expansion patterns by segment
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Support / implementation overhead
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Product roadmap alignment
If you win but can’t retain or expand, it’s not good ICP.
The simple 0–3 ICP scoring model
The goal is not perfection. The goal is a simple and repeatable tool that Sales, Marketing, CS and RevOps can use together.
Start by picking 6–8 dimensions that matter most to you. For example:
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Urgency / trigger
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Value realisation time
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Budget / ability to pay
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Champion strength
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Product fit
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Complexity of implementation
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Expansion potential
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Retention risk
Then score each dimension from 0 to 3:
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0 = poor fit
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1 = weak
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2 = good
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3 = ideal
Sum the scores to get a total ICP score.
Example thresholds:
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0–10: Low fit → disqualify or deprioritise heavily
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11–18: Medium fit → nurture or progress only with strong trigger
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19–24: High fit → prioritise
You don’t need to over-optimise these numbers on day one. You can, and should, calibrate them using real deals over time.
✅ Tip: start small. Pick one or two segments where you already win and score 20–30 closed-won and closed-lost opportunities. That alone will give you signal.
If you prefer not to rebuild this from scratch, you can start from a ready-made ICP scorecard template and adapt it to your context.
Step-by-step: how to build your ICP with the scoring model
Step 1 — Gather reality, not opinions
Before you start debating, pull:
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A list of recent closed-won deals
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A list of recent closed-lost deals
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A list of recent churned customers (if possible)
You don’t need perfect data. Start with what you have.
Step 2 — Define 6–8 dimensions
Use the four pillars as a starting point and turn them into scoring dimensions relevant for your business.
Example dimensions:
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Strength of trigger
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Time to value
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Budget / ability to pay
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Champion strength
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Product fit
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Implementation complexity
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Expansion potential
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Retention risk
Describe what 0/1/2/3 means for each dimension in plain language.
Step 3 — Score historical deals
Score 20–30 closed-won and 20–30 closed-lost opportunities.
You will start seeing patterns:
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Where closed-won deals cluster (scores, segments)
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Where closed-lost deals cluster
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Which segments deliver retained, expanding revenue vs quick churn
This is where ICP moves from “we think” to “the data suggests”.
Step 4 — Decide your ICP band(s)
Based on what you see, define:
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Primary ICP: segments with high scores and strong retention/expansion
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Secondary ICP: good deals that are slightly slower/less profitable but still solid
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Non-ICP: where you repeatedly lose, discount heavily or churn early
It’s fine to have more than one ICP “band” as long as you’re explicit about it.
Step 5 — Turn ICP into real-life rules
ICP is only useful if it changes behaviour.
Examples:
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SDR / BDR time goes first to high-score accounts
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Marketing campaigns are targeted at primary ICP segments
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Non-ICP inbound still gets answered, but not at the cost of focus
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Qualification and forecasting are aligned with ICP score (high-score deals get more serious forecast weight)
How to use ICP across GTM, product and pricing
Once you have a working ICP score, you can use it across the go-to-market and product stack.
Sales & SDR
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Prioritise outbound lists by ICP score
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Use the scoring model in account selection and territory planning
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Add a simple ICP field in your CRM so it’s visible on every account/opportunity
Marketing
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Build campaigns and content around true ICP problems & triggers
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Use your ICP lens to kill low-fit channels that look good on volume but bad on revenue and retention
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Align lead scoring with ICP scoring (not just activity metrics)
Customer Success & onboarding
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Plan onboarding intensity and playbooks by ICP band
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For non-ICP customers you still take, be deliberate about expectations and success criteria
Product & pricing
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Align roadmap with where your best ICP lives, not only where the loudest customers shout
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Use ICP to inform packaging (which segments get which value components)
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Ensure pricing works for ideal segments first — don’t over-optimise for edge cases
If you’re not sure whether ICP is actually your biggest lever (vs pricing, churn, or efficiency), a short diagnostic can help rank those levers in EV terms.
“Sales doesn’t agree with this ICP” — what to do
It’s normal for Sales to push back on ICP changes, especially if it feels like “taking deals away”.
A few ways to handle this constructively:
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Co-create the scoring model.
Involve senior sales reps and frontline managers when defining what 0/1/2/3 looks like. -
Make it a test, not a religion.
Run a 90-day experiment where a subset of reps or territories operate with strict ICP focus while others continue as usual, then compare. -
Connect ICP to their goals.
Show how better ICP improves win rate, deal size, and cycle length, which directly helps them hit target. -
Keep a “free bets” allocation.
Allow a small percentage of time/pipe for out-of-ICP opportunities, but make the trade-offs explicit.
The goal is not to turn ICP into a police function. The goal is to make good decisions easier to make.
When to revisit ICP
Your ICP is not a one-time exercise.
Revisit it when:
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You enter a new geography or vertical
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You significantly change your product or pricing model
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Your retention or NRR pattern changes
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You notice your “best” customers are different from 12–18 months ago
A light-touch review every 6–12 months is usually enough. You don’t need a big project every time.
Next steps
If you want to act on this article, here’s a simple order of operations:
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Download or recreate the ICP scorecard and customise the dimensions and 0–3 definitions.
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Score 20–30 closed-won and 20–30 closed-lost deals from the last 6–12 months.
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Define your primary ICP band (and secondary, if needed).
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Make 1–2 concrete changes in how you prioritise accounts and pipeline next quarter.
If you want help figuring out whether ICP, pricing, GTM execution or churn is actually your highest EV lever, we can do that inside a fixed-fee SaaS Diagnostics Report and give you a ranked priority list and a 90-day plan.
If you already know ICP is a constraint and want support to turn this into a full go-to-market strategy and execution plan, that’s what we do in our GTM projects.
And if you want to see how this plays out in real life, you can read an anonymised GTM case study once it’s published.