Build Your Prospect Sheet

Why one single sheet

Right now your prospects are probably scattered across a research output, a few notes, and your memory, and that's exactly how good leads get forgotten. This lesson pulls everyone into one simple Google Sheet: your outreach “command center.” A single glance will tell you who you've contacted, who replied, and who still needs a nudge.

What goes in it

You'll build one row per prospect, with a column for each key detail: company name, contact name, email, LinkedIn link, the buying signal you found, and a first-draft outreach message. The best part is you don't fill it in by hand. The prompt has the AI generate the whole thing, including a personalized message for each person, so you start with a full sheet instead of a blank one.

Step by step

• •Create a new Google Sheet and name it “[Your Business] - Lead Gen Outreach.”
• •Run the Prospect Sheet Builder prompt below. You'll get the best results in Gemini with your business sources and market analysis attached, so the messages reference your real services.
• •Let it generate a row for each prospect, with the columns above filled in.
• •Go row by row and check the work, fix any detail that's off, and rewrite any message that doesn't sound like you.

Verify before you trust a row

Same rule as always: the AI assembled this sheet from earlier research, so confirm that each email and LinkedIn link is real before you rely on it. A handy trick is to add a “Verified?” column and only mark a row “yes” once you've eyeballed the contact yourself. It takes seconds per row and keeps your outreach clean and credible.

Set yourself up to track replies

While you're here, add a few empty columns: “Outreach Sent,” “Replied?,” and “Next Step.” You'll thank yourself next week. Filling these in as you go is what turns a static list into a living pipeline you can actually manage, instead of wondering, “wait, did I already message this person?”