Example checklist: reviewing your exported list
These are manual spreadsheet checks. They do not describe additional columns or automated checks in the app export.
- Before editing
- Keep an untouched copy of the CSV and record the search category, area and date separately.
- During import
- Set phone numbers to text and inspect the column preview for misplaced values.
- During review
- Compare names, websites and addresses for duplicates; keep missing contact fields blank.
- Your own columns
- Add a research date, observed fit, contact route and next action in your working spreadsheet.
Review the fields before downloading
Check the available business names, phone numbers, websites, addresses and emails in your results. Missing values reflect gaps in the available information; do not fill them with guesses.
Import the file carefully
Use your spreadsheet's CSV import workflow and review the preview. Set phone-number columns to text so leading zeros and country codes are preserved. Keep an original copy of the export before editing.
Check duplicates and branches
When combining searches, compare a business's name, website and address. Two rows can describe the same business, but different branches may need to stay separate for territory planning.
Add your own qualification notes
Useful additional columns include research date, why the business fits your offer, contact route, next action and outcome. Keep fact-based observations distinct from assumptions about what the business needs.
Map fields before importing into a CRM
Check the destination CRM's CSV requirements. Match source columns to destination fields and test with a small group before importing the full list. The LeadFinder CSV workflow does not require or imply a direct CRM integration.
Keep your research in one place.
Use this blank CSV worksheet to record businesses, research notes, contact preferences and next actions. It is a planning template, not an app export or a list of leads.
Download worksheet
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