DievioFree B2B prospect list template
Download a free B2B prospect list template and a filled CSV example. Organize contacts, company details, sources and review status in Google Sheets or Excel.
What belongs in a prospect list?
- Person and role
- First name, last name, title and LinkedIn profile URL.
- Company and contact
- Company name, company domain, work email and optional phone. Leave an unknown field blank.
- Review trail
- Where you found the record, the date you checked it and a status such as needs review, ready or excluded.
The filled CSV shows two fictional rows. One has a work email and is ready for review by your team. The other has an empty email and needs more research.
How to use the template
Open the file
Start with the filled CSV to check your import settings. The blank template uses the same headers and is ready for your own rows.
Add and review contacts
Use one row per person. Record the source and review date. Mark missing emails for research and remove duplicates before you hand off the file.
Prepare your import
Keep the original sheet with source and status. Map the contact fields to your destination and import a small sample first.
Import into Google Sheets or Excel
Google Sheets
- In a spreadsheet, choose File → Import → Upload and select the CSV.
- Choose a new sheet, set the separator to Comma and select Import data.
- Keep phone values as text so country codes and leading zeros stay intact.
Microsoft Excel
- In Excel, use Data → From Text/CSV, or your version’s text import wizard.
- Check that the delimiter is Comma. If you are importing phone numbers, set that column to Text before loading the data.
- Load the file into a new sheet. Keep the original CSV for your CRM handoff.
The filled example should have 11 columns and two contact rows. The title VP, Marketing should stay in one cell. The second contact’s email should remain blank.
Prospect list template questions
Can I use this in Google Sheets or Excel?
Yes. Both downloads are standard CSV files. Use the blank file for your own list and the filled example to see how the columns work.
Can I import this into my CRM?
Use your CRM’s CSV mapping screen to match field names. Keep a copy of the original so source, review status and other notes remain available.
What should I do if I have a name but no email?
Leave the email cell empty and mark the row as needs review. Use the company domain or a public profile URL to research the right person.
Need contacts for your list?
Build an audience by role, company and location, then retrieve the available contact details.