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ICP & Lead List Builder Worksheet

A fill-in brief for the accounts you want, the people who buy and the contacts to exclude.

Before exporting another list, finish this worksheet. A researcher should be able to use it without guessing what “good fit” means. Start with one segment, not your entire possible market.

1. Define the company

Industry / business model: [specific segment]
Size band: [your range and why it matters]
Geography: [locations you can serve]
Relevant environment: [technology, service or operating model]
Exclude: [company types you cannot help]

Use constraints that relate to your ability to deliver. Headcount is only useful when it changes the buyer’s needs, budget or workflow.

2. Find the buying group

List title variants for each role. Do not collect every senior title at the company; identify who has a credible reason to reply.

3. Choose a real reason to reach out

Write one observable trigger, its source and when you checked it. Hiring, a new service line or a public expansion can help when it connects directly to your offer. A generic compliment is not a trigger.

4. Build the handoff columns

Company | Domain | Buyer role | Contact | Signal | Source URL | Checked date | Verification status | Suppression check | Research note

Use public business information and the minimum contact data needed. Keep source notes so the copywriter can distinguish evidence from an assumption. Recheck stale records before a new campaign.

5. Clean before sending

Research sign-off: [owner] · [segment] · [source reviewed] · [exclusions applied] · [ready for copy]. Pair this with the deliverability primer.


About the author. Written by the Masi Digital team. Questions: joe@masidigital.co.

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