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ICP (Ideal Customer Profile) Module

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1. Overview

The ICP Module helps you define and validate who you should sell to before you build or scale. Upload your documents, answer key questions, and the platform extracts your customer profile - then shows you the optimal journey path based on where you are. This shapes every downstream decision, from features to messaging to go-to-market strategy.

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2. Step-by-Step Guide

Selecting Your ICP Category
  1. Navigate to /icpselection from your dashboard.
  2. Review the available ICP categories (e.g., B2B SaaS, Consumer Mobile, Enterprise, etc.).
  3. Click Select on the category that best matches your venture.
  4. The system creates a job record and redirects you to the ICP workflow.
Providing Your Documents and Context
  1. On the ICP intake page (/wizard or similar), upload relevant documents - pitch decks, market research, customer interviews, business plans.
  2. The platform uses PATCH /api/v1/icp/:jobId/documents to attach your files.
  3. Answer guided questions about your market, customers, and business model.
  4. Click Analyze to trigger POST /api/v1/icp/:jobId/analyze.
Reviewing Your Extracted ICP Brief
  1. Wait while the platform processes your inputs (check status via GET /api/v1/icp/:jobId).
  2. Review the extracted brief at GET /api/v1/icp/:jobId/extracted-brief - this shows your synthesized customer profile, market positioning, and key assumptions.
  3. Edit any fields that need correction directly in the interface.
  4. Click Confirm Brief to submit POST /api/v1/icp/:jobId/confirm-brief.
Seeing Your Journey Path
  1. Once confirmed, the system generates your venture profile using GET /api/v1/icp/venture-profile.
  2. You see your recommended journey path - stages, milestones, and next actions tailored to your ICP category.
  3. Access the full lifecycle journey at /icplifecycle or /journeyoverview.
Optional: Venture Studio Opt-In
  1. If you want deeper support, click Opt In to Venture Studio to submit POST /api/v1/icp/:jobId/venture-studio-opt-in.
  2. This flags your venture for cohort manager review and potential studio engagement.

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3. Common Questions

What if I don’t have many documents yet?
You can still complete the ICP process. Answer the guided questions thoroughly - the platform builds your profile from your responses. You can always upload documents later and re-analyze to refine your ICP. Can I change my ICP category after selection?
Yes. Return to /icpselection and choose a different category. This creates a new job and journey path. Your previous ICP data remains archived but won’t drive your active journey. How does the ICP affect my journey?
Your ICP category determines which stages, tasks, and frameworks appear in your journey. A B2B SaaS venture sees different milestones than a consumer app. The platform customizes everything downstream based on your ICP. What happens after I confirm the brief?
The system generates your venture profile and unlocks your journey. You can start working through stages, completing tasks, and progressing toward product-market fit. Your ICP brief feeds into later stages like CVP design, testing, and go-to-market planning. Can I see other founders’ ICP choices?
Platform admins can view anonymized ICP analytics at GET /api/v1/icp/analytics, but individual selections remain private. You can see your own selection history at GET /api/v1/icp/my-selections.

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4. Troubleshooting

The analysis is taking too long
Check status at GET /api/v1/icp/:jobId/status. If processing stalls beyond 10 minutes, refresh the page. If the issue persists, contact support via /support - the system may need to re-trigger the analysis job. My extracted brief looks incorrect
Edit fields directly in the brief review interface. If major corrections are needed, you can re-upload documents using PATCH /api/v1/icp/:jobId/documents and trigger a new analysis. The platform learns from your edits to improve future extractions. I can’t find my ICP after selection
Navigate to /dashboard and look for your active job. Click through to see your ICP details. If you have multiple jobs, use GET /api/v1/icp/my-selections to see all your ICP choices and their associated job IDs. The venture profile doesn’t match my expectations
Review your confirmed brief - the profile derives from that data. If the brief is accurate but the profile still seems off, update your venture profile directly at PUT /api/v1/icp/venture-profile. This adjusts how the journey engine interprets your venture. CVP (Customer Value Proposition) Module - Once you define your ICP, build and test your value proposition. The CVP Module uses your customer profile to generate messaging hypotheses and validation experiments. Access at /cvpdashboard. Journey Lifecycle - Your ICP selection unlocks your personalized journey at /lifecyclejourney. This shows stages, tasks, and milestones tailored to your venture type. Track progress, complete tasks, and ship faster using the journey framework. Data Room Architect - Store and organize all venture documents in your data room at /dataroomlist. The ICP brief and venture profile auto-populate sections. As you progress, the data room becomes your investor-ready package, all derived from your initial ICP work.