Template

Company Research Template

A free company research template for organizing B2B companies, websites, categories, LinkedIn pages, locations, research status, source URLs, and notes.

22 columns CSV + XLSX Company research 4 min read

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Download the template

Use the CSV for imports into other tools, or use the Excel file when you want a cleaner company research sheet for review, segmentation, market mapping, account research, or client handoff.

0 (empty) rows 22 columns

Download Excel

Use cases

Who This Template Is For

Use this company research template when you are mapping a market, building an account list, collecting vendors, researching competitors, preparing sales outreach, reviewing partners, or organizing companies from public sources.

It is designed for founders, sales teams, agencies, consultants, investors, researchers, marketers, partnership teams, and operators who need a structured company spreadsheet.

The template is designed to work well with ProfileSpider exports, but it is not an import format. Use it as a spreadsheet structure for manual research, post-export cleanup, company segmentation, client delivery, CRM import preparation, or market mapping.

Preview

What's in the File

Sample rows below. Downloads ship empty so you can fill them manually or use them to organize exported ProfileSpider data.

profilespider-company-research-template.xlsx

Company	Category	Website	LinkedIn	Location	Research Status	Priority	Source URL
Northstar Talent	HR Tech	northstartalent.example	linkedin.com/company/northstar-talent	London, UK	Reviewed	High	example-directory.com/hr-tech
Weber Growth	B2B Consulting	webergrowth.example	linkedin.com/company/weber-growth	Berlin, Germany	Needs review	Medium	example-marketplace.com/b2b-consultants
ExampleTech	Workflow Automation	exampletech.example	linkedin.com/company/exampletech	Amsterdam, Netherlands	Partner candidate	High	conference.example/sponsors

Schema

Column Dictionary

A company-first schema for market research, account lists, competitor mapping, vendor research, and B2B prospecting.

Column	Type	Notes
Company Required	string	Company, vendor, agency, startup, local business, partner, sponsor, or account name.
Category	string	Company category, industry, niche, product type, service type, or market segment.
Description	string	Short company description, positioning, service summary, or notes from the source page.
Website	url	Full company website URL when available.
Company Domain	string	Domain without protocol when possible, such as acme.com.
LinkedIn	url	Full company LinkedIn URL when available.
Other Social URL	url	Other public company profile URL, such as X, GitHub, Facebook, Instagram, or marketplace profile.
Email	string	Company email when visible, manually added, or found through company email finding.
Email Status	string	Use your own status labels, such as visible, found, verified, needs-review, not-found, or invalid.
Phone	string	Company phone number when visible or manually added.
Location	string	City, region, country, office location, headquarters, or service area.
Country	string	Country when you want a clean field for filtering or segmentation.
Company Size	string	Employee range, team size, or estimated size when available.
Funding / Stage	string	Funding stage, maturity, startup stage, public/private status, or other business-stage context.
Key Contact	string	Relevant founder, executive, buyer, recruiter, partner contact, or person to review later.
Contact Title	string	Role or title of the key contact when known.
Research Status	string	Use labels such as New, Needs review, Reviewed, Enriched, Qualified, Not a fit, Partner candidate, or Target account.
Priority	string	Use labels such as High, Medium, Low, Tier 1, Tier 2, or Tier 3.
Next Action	string	The next task, such as review website, enrich company, find contact, find emails, qualify, add to CRM, or export.
Tags	string	Use semicolon-separated labels, such as market:hr-tech;country:germany;partner-research;reviewed.
Notes	string	Free-form research notes, qualification comments, market context, or review details.
Source URL Required	url	Where this company came from. Keep this for verification and cleanup.
Last Reviewed	date	ISO date when you last checked, enriched, verified, or reviewed the company row.

How to

How to Use This Template

Use it to move from scattered company sources to a structured B2B research file.

Fill it manually

Use the template as a company research sheet when you are researching without the extension.

1Download the empty CSV or Excel file above.
2Add one row per company, vendor, account, competitor, partner, sponsor, or local business.
3Fill Source URL for every row so you can verify where the company came from.
4Use Category, Country, Tags, and Priority to segment the list.
5Use Research Status and Next Action to track review progress.
6Use Notes for market context, qualification comments, or follow-up ideas.

Use it with ProfileSpider exports

ProfileSpider can extract company data from public pages, save rows to lists, and export them to CSV, Excel, or JSON. Use this template to clean, segment, and organize those exported company rows after download.

1Install ProfileSpider and open a public directory, marketplace, sponsor page, partner page, company list, or search result in Chrome.
2Run extraction and save useful company rows to a list.
3Review the saved list, add tags and notes, enrich where useful, or find company emails where available.
4Export the list as CSV or Excel.
5Use this template to add Research Status, Priority, Next Action, company segmentation, and market notes before sharing or importing elsewhere.

ProfileSpider does not currently support CSV/file import inside the extension. This template is for manual company research, cleanup, segmentation, export organization, and external spreadsheet workflows.

B2B Company Research use case

Questions

Questions About the Template

What is this company research template for?

It is a spreadsheet structure for organizing B2B companies, websites, categories, LinkedIn pages, locations, research status, priority, next actions, source URLs, tags, and notes.

Who should use this template?

Founders, sales teams, agencies, consultants, investors, researchers, marketers, partnership teams, and operators can use it for company research, account lists, market mapping, or vendor research.

Can I use this template with ProfileSpider exports?

Yes. Use it to organize, clean, segment, or hand off company data exported from ProfileSpider lists.

Can I import this template back into ProfileSpider?

No. ProfileSpider does not currently support CSV or file import inside the extension. This template is for manual work, cleanup, export organization, and external spreadsheet workflows.

What formats are available?

The template is available as CSV and Excel.

Does ProfileSpider export CSV and Excel?

Yes. ProfileSpider exports saved lists as CSV, Excel, or JSON.

Does exporting use credits?

No. Exporting saved lists to CSV, Excel, or JSON uses 0 credits.

Which columns are most important?

Company, Website or Company Domain, Category, Research Status, Priority, Next Action, Source URL, Tags, and Notes are the most useful fields for company research.

What should I put in Research Status?

Use labels such as New, Needs review, Reviewed, Enriched, Qualified, Not a fit, Partner candidate, or Target account.

What should I put in Next Action?

Use the next task, such as review website, enrich company, find contact, find emails, qualify, add to CRM, or export.

Does this work in Google Sheets?

Yes. Download the CSV or Excel file and upload it into Google Sheets.

Is this a company database?

No. It is a spreadsheet template for organizing company research. ProfileSpider is a browser-based extraction and list-building tool, not a full company database.

Company Research Template

Download the template

Fill it manually

Use it with ProfileSpider exports

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