Merge and deduplicate prospect lists into one spreadsheet

Combines prospect lists from multiple spreadsheets and files into one clean, deduplicated master list.

How the work actually flows

A straight line. Runs once per each source spreadsheet or file.

Pattern: Sequence (1) ยท Multiple Instances without a priori Run-Time Knowledge (15)

flowchart TD trig(("manual list consolidation request")):::human s0[["Pull prospect records"]]:::mi s1["Compare for duplicate companies"]:::task s2["Merge and remove duplicates"]:::task s3[("Rank and save list")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"Deduplicated master prospect list"/]:::out pay{{"Faster start to outreach"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepRuns once per itemA personA record or sheetResultPayoff
Build size
Starter

A small build with a couple of connected tools.

Business functions
Lead Generation & ProspectingSpreadsheet & Database Ops
Connects
Google Sheets

The problem it solves

Your prospect data lives across different spreadsheets and files, and the same company often shows up more than once under slightly different names. Reps waste time reconciling lists by hand before outreach can even start.

Who it fits

A sales or business development team working from more than one prospect source.

How it works

  1. Pulls in prospect records from multiple spreadsheets and files
  2. Compares entries to find matching or overlapping companies
  3. Removes duplicates while keeping the most complete notes
  4. Ranks the remaining companies and saves the combined list
What you get

Prospect lists merged without manual checking

You get one clean, deduplicated prospect list combined from all your sources.

What you get

One consolidated spreadsheet of unique prospects, ranked and ready for outreach.

What you need

A Google Workspace account for the source and destination spreadsheets.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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