Download Excel templates for sales prospecting, recruiting, company and founder research, event sponsors, and local business leads. Each template matches the kind of structured data ProfileSpider can export.
Introduction
A clean spreadsheet structure before you start collecting leads.
These templates give you a clean spreadsheet structure before you start collecting leads. Use them to organize companies, contacts, source URLs, LinkedIn profiles, email status, notes, tags, and outreach fields.
You can fill them manually, paste in ProfileSpider exports, or use them as a reference schema when scraping directories, company team pages, LinkedIn searches, and other public lead sources.
Gallery
Seven downloadable spreadsheets. Each maps to the fields ProfileSpider exports so you can paste data straight in.
Best for: General sales prospecting and B2B outbound
A general-purpose lead list: names, roles, companies, contact details, source URLs, tags, notes, and outreach-ready fields. Maps to ProfileSpider exports.
Best for: Outreach tracking and pipeline stages
Qualified leads with outreach status, priority, next actions, contact details, source URLs, and notes on top of core prospect fields.
Best for: Candidate sourcing and recruiter pipelines
Candidate names, roles, companies, profile URLs, fit status, source URLs, notes, and next actions for recruiting workflows.
Best for: Account research and firmographic lists
B2B companies with websites, categories, descriptions, LinkedIn pages, locations, research status, source URLs, and notes.
Best for: Founder and startup directory research
Founders, companies, roles, websites, LinkedIn URLs, emails, market tags, source URLs, status, and notes for startup research.
Best for: Sponsors, exhibitors, and event partners
Sponsors, exhibitors, speakers, partners, companies, contacts, source URLs, status, and notes for event research lists.
Best for: Geo-targeted local business lists
Local businesses with categories, websites, emails, phones, locations, source URLs, status, and notes from directories and maps.
Schema
Column groups shared across templates. Each template page lists the full column dictionary.
| Column group | Example columns | Used in |
|---|---|---|
| Company data | Company name, website, category, description, LinkedIn page | Lead list, company research, founder research, event sponsor |
| Contact data | Name, role, email, LinkedIn URL, phone | Lead list, prospect list, recruiting, founder research |
| Source tracking | Source URL, status, tags, notes | All templates |
| Workflow status | Outreach status, priority, next action, research status, fit status | Prospect list, recruiting, company research, local business |
| Context fields | Event name, sponsor tier, market tag, business category, location | Event sponsor, founder research, local business |
How to
From picking a spreadsheet to pasting a finished export.
Choose a template
Pick the spreadsheet that matches your job: sales, recruiting, company or founder research, events, or local businesses.
Open a source page
Use a directory, team page, LinkedIn search, or company website as your starting point.
Extract with ProfileSpider
Run the extension to pull structured profiles or companies into a saved list.
Enrich missing fields
Find verified emails, append social links, and add tags or notes inside ProfileSpider.
Export
Export to CSV or Excel from your saved list.
Paste into the template
Drop the export into the matching columns, or use the template as your column reference when mapping fields.
Categories
Four families of spreadsheets. Pick the type, then the template inside it.
For prospect lists, outreach tracking, and B2B lead generation.
For candidate sourcing, fit status, profile URLs, notes, and next actions.
For company, founder, and event sponsor research with source tracking and status fields.
For geo-targeted lists from local directories, maps, and business listing pages.
Navigate the resources
Templates explain the spreadsheet. Workflows explain the steps. Tools handle quick lookups.
| Type | Use when | What you get | |
|---|---|---|---|
Templates | You need a spreadsheet structure. | Pre-built columns for companies, contacts, sources, enrichment, and CRM fields. | You are here |
Workflows | You need step-by-step extraction instructions. | Playbooks with source, steps in the extension, and export format. | Browse workflows |
Free tools | You need a quick lookup or one-off research. | AI queries, X-ray strings, email patterns, social links. | Try free tools |
ProfileSpider | You want to extract, enrich, save, and export lead data. | Structured rows from any page, saved lists, verified emails, CSV / Excel / JSON. | See the extension |
FAQ
Common questions about the templates, formats, and how they fit with ProfileSpider.
Yes. The templates are free to use for organizing lead lists, prospect lists, recruiting lists, and enrichment workflows. No signup required to download.
Yes. They are designed around the structured fields ProfileSpider can export: names, companies, roles, profile URLs, emails, source URLs, tags, and notes.
Yes. You can fill them manually or use them with other tools. ProfileSpider helps populate them faster from public web pages.
Excel (XLSX) with headers and formatting. Export from ProfileSpider can still be CSV, Excel, or JSON.
Start with the Lead List Template for general sales prospecting, the Prospect List Template for outreach, the Recruiting Sourcing Template for candidate sourcing, or the Company Research, Founder Research, Event Sponsor, or Local Business templates when your list is company-, founder-, event-, or location-focused.
Yes. The templates are starting points. Add, remove, or rename columns based on your workflow. ProfileSpider exports align with the core column set on each template page.
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