Skills › Knowledge Work Plugins › lead-finder › output_template.md
output_template.md
124 lines · small-business/skills/lead-finder/reference/output_template.md at 2574e29
7## Chat summary
9```
10## Prospect list — <count> companies
12<One sentence on what the profile turned out to be.>
14### Start with these
161. **<Company>** — <size, location> · <the signal, with date and source>
17 <Contact name, title, how to reach them>
182. ...
20<Through 10.>
22### About this list
24Built from <n> of your customers. Profile: <one line>.
25Sourced via <Apollo | web research>. <count> companies met the bar; <n> more
26were found and cut for weak fit.
28<Full list attached as XLSX with all columns.>
29```
31Ten in chat is the right number. It is what an owner will actually read before deciding whether the list is any good.
33---
Chat summary
## Prospect list — <count> companies
<One sentence on what the profile turned out to be.>
### Start with these
1. **<Company>** — <size, location> · <the signal, with date and source>
<Contact name, title, how to reach them>
2. ...
<Through 10.>
### About this list
Built from <n> of your customers. Profile: <one line>.
Sourced via <Apollo | web research>. <count> companies met the bar; <n> more
were found and cut for weak fit.
<Full list attached as XLSX with all columns.>Ten in chat is the right number. It is what an owner will actually read before deciding whether the list is any good.
Raw lines 7 to 34
35## Worked example
37```
38## Prospect list — 47 companies
40Your best customers are commercial property managers with 3 to 15 buildings
41inside 25 miles who came in through referrals — not the residential emergency
42calls that make up most of your volume.
44### Start with these
461. **Ridgeline Property Group** — 6 buildings, 18 mi · Filed a permit for a 7th
47 on Mar 14 (county records). Current HVAC vendor has three 2-star reviews
48 this quarter.
49 Dana Whitfield, Facilities Director · direct line verified
512. **Corwin & Bay Management** — 9 buildings, 11 mi · Hired a Facilities
52 Manager, posted Apr 2. Shares a tenant with your customer Alder Street
53 Partners — possible warm intro.
54 Marcus Ilo, Operations Director · email inferred, not verified
563. **Fairmount Commercial** — 4 buildings, 23 mi · Opened their second
57 location in February.
58 Contact unknown — general office line only
60### About this list
62Built from 340 of your customers. Profile: commercial property managers,
633–15 buildings, within 25 miles, referral-sourced, maintenance contract first.
64Sourced via web research (Apollo not connected) — county permit filings,
65property association roster, and review platforms.
6647 companies met the bar; 61 more were found and cut for weak fit.
68Full list attached as XLSX.
69```
71Note row 3. Contact unknown, kept anyway, marked honestly. The owner may already know them.
73---
Worked example
## Prospect list — 47 companies
Your best customers are commercial property managers with 3 to 15 buildings
inside 25 miles who came in through referrals — not the residential emergency
calls that make up most of your volume.
### Start with these
1. **Ridgeline Property Group** — 6 buildings, 18 mi · Filed a permit for a 7th
on Mar 14 (county records). Current HVAC vendor has three 2-star reviews
this quarter.
Dana Whitfield, Facilities Director · direct line verified
2. **Corwin & Bay Management** — 9 buildings, 11 mi · Hired a Facilities
Manager, posted Apr 2. Shares a tenant with your customer Alder Street
Partners — possible warm intro.
Marcus Ilo, Operations Director · email inferred, not verified
3. **Fairmount Commercial** — 4 buildings, 23 mi · Opened their second
location in February.
Contact unknown — general office line only
### About this list
Built from 340 of your customers. Profile: commercial property managers,
3–15 buildings, within 25 miles, referral-sourced, maintenance contract first.
Sourced via web research (Apollo not connected) — county permit filings,
property association roster, and review platforms.
47 companies met the bar; 61 more were found and cut for weak fit.
Full list attached as XLSX.Note row 3. Contact unknown, kept anyway, marked honestly. The owner may already know them.
Raw lines 35 to 74
75## XLSX columns
77In this order. The first six are what gets used; the rest is evidence.
79| Column | Notes |
80|---|---|
81| Rank | 1 to n |
82| Company | |
83| Why now | The signal, in one sentence, with its date |
84| Contact | Name and title, or "unknown" |
85| Contact route | Email, phone, or the path to find one |
86| Contact confidence | verified · inferred · unknown |
87| Fit score | 0–10 |
88| Signal score | 0–10 |
89| Reachability score | 0–10 |
90| Total score | |
91| Size | Employees, locations, or revenue band |
92| Location | City and distance from the owner |
93| Signal source | Where the trigger came from, with a link where one exists |
94| Warm path | Shared customer or connection, if any |
95| Notes | Anything that didn't fit above |
97Freeze the header row. Sort by total score descending. Format scores as numbers, not text.
99---
XLSX columns
In this order. The first six are what gets used; the rest is evidence.
| Column | Notes |
|---|---|
| Rank | 1 to n |
| Company | |
| Why now | The signal, in one sentence, with its date |
| Contact | Name and title, or "unknown" |
| Contact route | Email, phone, or the path to find one |
| Contact confidence | verified · inferred · unknown |
| Fit score | 0–10 |
| Signal score | 0–10 |
| Reachability score | 0–10 |
| Total score | |
| Size | Employees, locations, or revenue band |
| Location | City and distance from the owner |
| Signal source | Where the trigger came from, with a link where one exists |
| Warm path | Shared customer or connection, if any |
| Notes | Anything that didn't fit above |
Freeze the header row. Sort by total score descending. Format scores as numbers, not text.
Raw lines 75 to 100
101## The CRM write
103Only after an explicit yes, and only after saying exactly what will happen:
105```
106Ready to add to HubSpot: 47 companies and 39 contacts, tagged
107"prospect-list-2026-07". Nothing existing gets modified. Say go and I'll create them.
108```
110Name the tag. Confirm nothing existing is touched. A bad bulk import takes hours to unwind, and the owner has no way to preview it themselves.
112If they decline, the XLSX is the deliverable. That is a complete outcome, not a partial one.
114---
The CRM write
Only after an explicit yes, and only after saying exactly what will happen:
Ready to add to HubSpot: 47 companies and 39 contacts, tagged
"prospect-list-2026-07". Nothing existing gets modified. Say go and I'll create them.Name the tag. Confirm nothing existing is touched. A bad bulk import takes hours to unwind, and the owner has no way to preview it themselves.
If they decline, the XLSX is the deliverable. That is a complete outcome, not a partial one.
Raw lines 101 to 115
116## Contact confidence is not optional
118Every contact row carries its confidence level.
120- **verified** — the address or number came from a source that confirms it
121- **inferred** — constructed from a pattern, such as a standard email format
122- **unknown** — no route found
124Sending to inferred addresses at volume is how a domain gets flagged as spam. That damage lasts months and it hits the owner's real customer email too. Mark it so the outreach step can treat it differently.
Contact confidence is not optional
Every contact row carries its confidence level.
- verified — the address or number came from a source that confirms it
- inferred — constructed from a pattern, such as a standard email format
- unknown — no route found
Sending to inferred addresses at volume is how a domain gets flagged as spam. That damage lasts months and it hits the owner's real customer email too. Mark it so the outreach step can treat it differently.
Raw lines 116 to 124