From a browser full of tabs to a usable prospect list.

A useful prospect list is more than a collection of URLs. It should tell you what a business does, why it belongs on your list, and where to pick up your research next. You do not need a complicated system to get there. You need a repeatable habit.

1. Decide what earns a place on the list

Before opening another tab, write down two or three things that make a company relevant to your work. That could be its location, the customers it serves, or the products it distributes. Choose criteria you can actually verify on the business’s website.

This gives each save a purpose. If a company is interesting but does not fit, keep it outside your active prospect list until you have a reason to revisit it.

2. Save the source alongside the details

Company names are not always unique. Keep the business’s website with the contact details you collect so you can return to the source. A short note about the page or service that caught your attention is often more useful than another unstructured bookmark.

With Prospect, you can save the current website or import a folder of bookmarks. Available contact information is captured into a local collection. Treat that capture as a starting point for review, not a guarantee of accuracy.

3. Review before you reach out

Check that the company name, location, and contact details match the business you intended to save. A general inbox may be useful, but it is not evidence that you have found the right decision-maker. Leave missing details blank until you can verify them.

Use editable fields to record the context your workflow needs. For example, a “Reason for fit” field can hold one short sentence about why the company belongs on your list.

4. Export a list with a clear purpose

Separate collecting from acting. When it is time to work on outreach, filter or select the companies relevant to that task, then export those records. A focused workbook is easier to review than a large collection of unrelated companies.

Keep a source URL in your export and use consistent column names. If you plan to import the workbook into another tool, check that tool’s required fields and accepted file formats first.

5. Keep a backup of your research

Prospect stores your collection locally in your Chrome profile. Export a backup before uninstalling the extension or changing devices. Your downloaded workbook is separate from the extension’s storage, so keep it somewhere you can find again.