FREE WORKSHEET / B2B SAAS TEAMS
Before you pay
to find more emails.
Your next useful contact detail might already be in your CRM.
Sort the contacts you have. Review what needs attention. Then find the gaps worth researching.
Make the next
search count.
A practical worksheet for reviewing your list before you spend on enrichment.
A LOOK INSIDE
A clearer list.
A smaller research question.
Work through the checks on a small copy of your list. Keep the original records, their sources and any unresolved questions.
- 01
Check the fit.
Start with people and companies that are still relevant.
- 02
Review duplicates.
Keep the history. Resolve the match before merging records.
- 03
Flag conflicts.
Put conflicting details in a review queue with a clear owner.
- 04
Reuse what’s usable.
Check the source, age and status of the details you already hold.
- 05
Research the gaps.
Request the missing information for suitable contacts.
One distinction worth keeping: a correctly formatted email isn't a verified mailbox. The worksheet separates cleanup from verification, and keeps holds and suppression visible.
Before you start.
What will I receive?
A PDF with the five checks and decision table, plus a blank CSV review sheet. Both downloads appear on this page after you submit the form.
Will this find or verify emails for me?
This is a worksheet for reviewing your list before enrichment. It does not look up addresses, verify mailboxes or connect to your CRM.
Does this guarantee a lower enrichment bill?
No fixed saving is promised. The aim is to avoid unnecessary work and make the remaining research clearer. Your costs depend on the data you have and your providers' billing rules.