Reader Profile

Let’s start with the person you’re trying to help

Describe a real person as best you can. Don’t worry about getting it perfect.

You can come back and finish this later.

Step 1 of 5

Include anything that helps paint a picture: family situation, work or background, and daily life.
Age range
Income range
Financial situation
What would actually change in their life?

Describe what life looks like for them right now.

You can include things like:

  • work or career situation
  • family responsibilities
  • stage of life
  • what they’re trying to change

Example:
“Works full time, helps care for an aging parent, and feels stretched thin. Wants a simpler way to make progress without adding more stress.”

How experienced are they with this topic?
Describe real situations, not general problems.

Think about what wears them down emotionally.

What makes them feel:

  • stuck
  • annoyed
  • discouraged
  • behind
  • like this is harder than it should be

Example:
“They’re frustrated by conflicting advice and tired of feeling like everyone else understands this better than they do.”

This is about what they are done with.

Think about things they do not want to keep repeating, such as:

  • confusing advice
  • false starts
  • wasted time
  • overcomplicated systems
  • trying things that go nowhere

Example:
“They’re tired of starting over, second-guessing themselves, and wasting time on things that don’t lead anywhere.”

Think about simple, real-world progress they can notice early.

Examples:

  • understanding one concept clearly
  • completing a small task
  • feeling less stuck
  • seeing early progress

These are small wins that build confidence.

This is about emotional change.

How do they want to feel after making progress?

Examples:

  • more confident
  • less overwhelmed
  • calmer
  • more in control
  • hopeful again

Think about what result would make them say, “I’m glad I did this.”

Examples:

  • seeing real progress
  • feeling less confused
  • knowing they didn’t waste their time
  • finally finding something that fits them

Think about the moment right before they would say yes.

What causes them to stop, second-guess, or wait?

Examples:

  • “They’re not sure this will actually work for them”
  • “They feel like they need to learn more first”
  • “They worry they might be missing something important”

You’re looking for hesitation, not general problems.

These are the thoughts they use to delay starting.

Try to write these like something they would actually say in their head.

Examples:

  • “I’ll start when I have more time”
  • “I need to understand this better first”
  • “Now isn’t the right time”

This is one of the most important fields, so be as real as possible.

Think about deal-breakers.

What would cause them to lose trust or decide not to continue?

Examples:

  • “If it feels too complicated”
  • “If it sounds like hype or unrealistic promises”
  • “If they don’t trust the source”

These are the things that completely stop the decision.