prospectMAPS & LOCATIONS
How to Export Google Maps Saved Places to Excel
Export Google Maps saved places to Excel with Takeout or Prospect, then check the records, columns, and missing entries.
Read the guide ↗THE PROSPECTING NOTEBOOK
Find the right companies.
Build a list worth using.
Thirty practical guides to researching businesses, saving the details, and turning your collection into a useful sales workflow.
NEW TO PROSPECTING?Start with the complete list-building guide ↗
30 guides
CHROME WORKFLOWS
How to Turn Chrome Bookmarks Into a Sales Prospect List
Turn Chrome sales bookmarks into company records with sources, fit reasons, and next actions you can export and use.
Read the guide ↗CHROME WORKFLOWS
How to Save Open Website Tabs to a Prospect Spreadsheet
Capture company websites from one Chrome window, reconcile the business records, and export a reviewed prospect spreadsheet.
Read the guide ↗SALES RESEARCH
How to Find a Public Email on a Company Website
Find a published company email using contact pages and domain searches, then record its source and intended purpose.
Read the guide ↗MAPS & LOCATIONS
Why Are Places Missing From My Google Maps Export?
Trace missing Google Maps places through the source list, import, filters, and workbook before retrying the whole batch.
Read the guide ↗MAPS & LOCATIONS
How to Keep Multiple Business Locations in a Lead List
Keep branch locations separate while linking parent companies, shared websites, and local sales research.
Read the guide ↗EXCEL & LIST MANAGEMENT
What Columns Should a Sales Prospect List Include?
Choose the fields a prospect list needs at each stage, from a new candidate to reviewed and assigned sales work.
Read the guide ↗EXCEL & LIST MANAGEMENT
How to Remove Duplicate Companies From a Lead List
Review duplicate companies in Excel, preserve branch distinctions, and merge notes before removing extra rows.
Read the guide ↗CHROME WORKFLOWS
How to Import a Chrome Bookmark Folder Into Excel
Import a Chrome bookmark folder into Prospect and export reviewed company records to Excel. Keep HTML backups separate.
Read the guide ↗SALES RESEARCH
How to Check Business Contact Details Before Outreach
Check company identity, branch, contact purpose, and source evidence before using business contact details.
Read the guide ↗EXCEL & LIST MANAGEMENT
Sales Prospect List Template for Excel: Local Businesses
Copy a local-business prospect table into Excel, then add contact, source, qualification, and follow-up fields as needed.
Read the guide ↗SALES RESEARCH
A Company Research Checklist for Sales Prospecting
Use a two-pass company research checklist and completed example to turn public evidence into a clear next action.
Read the guide ↗SALES RESEARCH
A Weekly Prospecting Routine for Independent Sales Reps
Plan a weekly sales research routine around follow-up capacity, with a worked four-hour schedule and review checkpoints.
Read the guide ↗SALES RESEARCH
How to Qualify Local Businesses Before Adding Them to a List
Use Pass, Fail, and Unknown checks to qualify local businesses and assign the right next research or sales action.
Read the guide ↗SALES RESEARCH
9 Prospect List Mistakes That Waste Research Time
Find and fix nine prospect-list mistakes, from duplicate branches and missing sources to overwritten notes and vague tasks.
Read the guide ↗CHROME WORKFLOWS
How to Organize Sales Bookmarks by Territory and Industry
Organize sales bookmarks by territory or industry, then carry the right category labels into your working prospect list.
Read the guide ↗EXCEL & LIST MANAGEMENT
A Business Contact Data Cleanup Checklist for Excel
Clean business contact data in Excel while preserving original values, source evidence, branch identity, and activity notes.
Read the guide ↗MAPS & LOCATIONS
How to Turn a Google Takeout List Into Sales Prospects
Inspect a Google Takeout saved-list file, import supported records, reconcile batches, and qualify the businesses for sales.
Read the guide ↗SALES RESEARCH
How to Compare Manual Copying and Prospect on 25 Companies
Run a fair 25-company comparison of manual copying and Prospect, measuring review effort, corrections, and usable records.
Read the guide ↗EXCEL & LIST MANAGEMENT
How to Build a Local Business Call Sheet in Excel
Create an Excel call sheet with company context, a clear objective, outcomes, and dated next actions. Includes example rows.
Read the guide ↗MAPS & LOCATIONS
Google Maps Prospecting for Local B2B Sales
Find and qualify local B2B businesses with Google Maps using a defined search plan, source checks, and reviewed next actions.
Read the guide ↗CHROME WORKFLOWS
A Sales Rep’s Guide to Prospecting With Chrome
Use Chrome tabs, bookmarks, and Prospect capture in a repeatable research process that ends with a reviewed working list.
Read the guide ↗EXCEL & LIST MANAGEMENT
How to Manage a Sales Prospect List in Excel
Maintain an Excel prospect list with stable IDs, linked activity history, clear statuses, and controlled data updates.
Read the guide ↗SALES RESEARCH
How to Research a Company Before a Sales Call
Prepare a six-line company brief before a sales call, separating confirmed observations from fit hypotheses and open questions.
Read the guide ↗SALES RESEARCH
How to Build a B2B Prospect List From Scratch
Build a B2B prospect list from discovery to action, with clear qualification rules and a reconciled 20-candidate example.
Read the guide ↗SALES RESEARCH
How to Build a Sales Territory List of Local Businesses
Define territory coverage, preserve branch relationships, resolve account ownership, and assign local business research.
Read the guide ↗SALES RESEARCH
How to Build a Local Client List for a Marketing Agency
Build an agency prospect list using documented website observations and useful discovery questions rather than guessed results.
Read the guide ↗MAPS & LOCATIONS
How to Research Multi-Location Companies for Sales
Research parent accounts, branches, and purchasing responsibility without confusing shared branding with confirmed ownership.
Read the guide ↗EXCEL & LIST MANAGEMENT
Bookmarks, Spreadsheets, or a CRM for Prospecting?
Choose bookmarks, Excel, or a CRM from your actual research and coordination needs, with examples for solo reps and teams.
Read the guide ↗EXCEL & LIST MANAGEMENT
How to Prepare a Prospect Spreadsheet for CRM Import
Map prospect spreadsheet fields, confirm CRM matching rules, and test representative records before a full import.
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