Template

Prospect List Template

A free prospect list template for organizing qualified leads, outreach status, priority, next actions, contact details, source URLs, and notes.

20 columns CSV + XLSX Outreach-ready 4 min read
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Download the template

Use the CSV for quick imports into other tools, or use the Excel file when you want a cleaner prospecting sheet for review, prioritization, outreach planning, and follow-up tracking.

0 (empty) rows 20 columns
Download Excel

Use cases

Who This Template Is For

Use this prospect list template when you already have potential leads and want to organize them for outreach, qualification, prioritization, follow-up, or CRM import preparation.

It is designed for founders, sales teams, freelancers, consultants, agencies, recruiters, and operators who need a practical prospecting sheet rather than a full CRM.

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 review, outreach planning, cleanup, client delivery, or post-export organization.

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-prospect-list-template.xlsx
ProspectCompanyRoleEmailPriorityStatusNext ActionSource URL
Maria ChenLumen RoboticsVP Engineeringmaria@lumenrobotics.comHighReady for outreachSend technical workflow emaildirectory.example/p/123
James PatelNorthwindHead of SalesMediumNeeds emailFind email before outreachdirectory.example/p/124
Aisha CarterCarter GroveFounderaisha@cartergrove.comHighReviewedPersonalize founder-led sales messageconference.example/sponsors

Schema

Column Dictionary

A prospecting-focused schema for outreach readiness, qualification, prioritization, and follow-up.

ColumnTypeNotes
Prospect RequiredstringThe person or company you want to contact. For person-based outreach, use the person’s full name.
First Name stringUseful for outreach personalization.
Last Name stringUseful for sorting, matching, and personalization.
Role stringJob title, seniority, function, or decision-maker role.
Company RequiredstringCompany, organization, business, agency, startup, or account name.
Company Domain stringDomain without protocol when possible, such as acme.com.
Website urlFull company, personal, or business website URL.
LinkedIn URL urlPerson LinkedIn URL when available.
Company LinkedIn urlCompany LinkedIn URL when available.
Email stringBusiness email when visible, manually added, or found through email finding.
Email Status stringUse your own status labels, such as verified, found, visible, needs-review, not-found, or invalid.
Phone stringPhone number when visible or manually added.
Location stringCity, region, country, office location, or service area.
Priority stringUse simple labels such as High, Medium, Low, or Tier 1 / Tier 2 / Tier 3.
Status stringCurrent prospecting status, such as New, Reviewed, Needs email, Ready for outreach, Contacted, Follow-up, Not a fit, or Closed.
Next Action stringThe next task, such as find email, review website, personalize email, send first message, or follow up.
Tags stringUse semicolon-separated labels, such as source:directory;founder;reviewed;q2-outbound.
Notes stringFree-form context, qualification notes, personalization ideas, or review comments.
Source URL RequiredurlWhere this prospect came from. Keep this for verification and cleanup.
Last Reviewed dateISO date when you last checked, enriched, verified, or reviewed the prospect.

How to

How to Use This Template

Use it to turn raw leads into a prioritized prospecting workflow.

Fill it manually

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

  1. 1Download the empty CSV or Excel file above.
  2. 2Add one row per prospect, company, account, or candidate.
  3. 3Fill Source URL for every row so you can verify where the prospect came from.
  4. 4Use Priority to decide which prospects deserve attention first.
  5. 5Use Status to track review, outreach, follow-up, or qualification progress.
  6. 6Use Next Action to make the list actionable instead of just storing names.

Use it with ProfileSpider exports

ProfileSpider can extract prospects from public pages, save them to lists, and export them to CSV, Excel, or JSON. Use this template to prioritize and manage those exported prospects after download.

  1. 1Install ProfileSpider and open a directory, company page, search result, event page, marketplace, or public source in Chrome.
  2. 2Run extraction and save useful rows to a list.
  3. 3Review the saved list, add tags and notes, enrich where useful, or find emails per row where available.
  4. 4Export the list as CSV or Excel.
  5. 5Use this template to add Priority, Status, Next Action, and outreach notes before sending messages or importing into another tool.

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

Sales Prospecting use case

Questions

Questions About the Template

What is this prospect list template for?
It is a spreadsheet structure for organizing prospects by company, role, email, priority, status, next action, source URL, tags, and notes.
How is this different from the lead list template?
The lead list template is more general. This prospect list template is more focused on outreach readiness, prioritization, status tracking, and next actions.
Can I use this template with ProfileSpider exports?
Yes. Use it to organize, prioritize, clean, or hand off 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?
Prospect, Company, Source URL, Status, Priority, and Next Action are the most important for a practical prospecting workflow.
What should I put in Status?
Use labels such as New, Reviewed, Needs email, Ready for outreach, Contacted, Follow-up, Not a fit, or Closed.
What should I put in Priority?
Use simple labels such as High, Medium, Low, or Tier 1 / Tier 2 / Tier 3.
Does it work in Google Sheets?
Yes. Download the CSV or Excel file and upload it into Google Sheets.
Is this a CRM?
No. It is a spreadsheet template for organizing prospects. ProfileSpider is a browser-based lead extraction and list-building tool, not a full CRM.

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