CSV Audit Kit
Turn messy lead CSVs into a weekly follow-up priority dashboard
Without setting up a full CRM. Clean the export, score the leads, and know exactly who to contact this week — all inside a spreadsheet.
The problem
Your leads live in exports, not in a system
Form submissions land in one CSV. Event contacts in another. A colleague keeps their own list in a shared sheet. Every file has different column names, duplicate companies, half-empty emails, and no way to tell who actually needs a follow-up this week.
A full CRM would solve this — eventually. But CRM setup means data migration, field mapping, user training, and a monthly bill, all before you send a single follow-up. For a small team working through a few hundred leads, that's a project, not a fix.
The CSV Audit Kit is the fix-sized fix: a repeatable spreadsheet workflow that cleans your exports and ranks your follow-ups in about an hour a week.
Before / after
From raw export to ranked follow-up list
Sample data below is synthetic — no real companies or contacts.
Before — raw export
| company_name | date | owner | |
|---|---|---|---|
| northline supply | j.doe@nrthline | 6/2/26 | sam |
| Northline Supply Co | jane.doe@northline.example | 2026-06-02 | |
| Bright Harbor | 06-15-2026 | SAM T. | |
| quartz logistics LLC | ops@quartz.example | last week | alex |
- Duplicate companies under different spellings
- Missing or malformed emails
- Four different date formats
- No owner, no priority, no next step
After — audit dashboard
| Company | Contact | Last touch | Priority |
|---|---|---|---|
| Northline Supply Co. | jane.doe@northline.example | 2026-06-02 | A — this week |
| Bright Harbor Media | hello@brightharbor.example | 2026-06-15 | A — this week |
| Quartz Logistics | ops@quartz.example | 2026-05-28 | B — next week |
- One row per company, duplicates merged
- Emails validated, gaps flagged for review
- Dates standardized to one format
- Every lead scored and assigned a next step
What's included
Everything is a file you keep
Download once, use every week. No subscription, no login, no vendor lock-in.
Audit template
A pre-built spreadsheet (Google Sheets and Excel versions) with import, cleanup, dedupe, and dashboard tabs already wired together.
Lead scoring model
A simple, editable A/B/C scoring formula based on recency, completeness, and engagement — with plain-language notes on how to tune it.
Cleanup playbook
A step-by-step guide for the weekly routine: import, dedupe, validate, score, and hand off — designed to take under an hour.
Column mapping sheet
A mapping tab that translates any export's column names into the template's standard fields, so new sources plug in fast.
Follow-up dashboard
An auto-sorted "this week" view showing who to contact, why, and what the next step is — ready to share with your team.
Sample dataset
A synthetic practice CSV so you can run the whole workflow once before touching your real data.
How it works
One repeatable weekly routine
- Import
Paste any lead export into the import tab. The mapping sheet matches its columns to standard fields.
- Clean
Built-in checks flag duplicates, broken emails, and inconsistent dates so you fix them in one pass.
- Score
The scoring model ranks every lead A/B/C based on rules you can see and edit.
- Follow up
The dashboard shows this week's priorities with a suggested next step for each one.
Fit check
Is this for you?
This is for you if…
- You're a small B2B team handling roughly 50–1,000 leads
- Your leads arrive as CSV exports, form downloads, or shared sheets
- You're comfortable with basic spreadsheet use (filters, copy-paste)
- You want a working follow-up routine this week, not this quarter
- You may adopt a CRM later and want clean data when you do
This is not for you if…
- You already run a fully configured CRM your team uses daily
- You manage tens of thousands of leads or need automation at scale
- You need email sending, sequences, or integrations — this is a spreadsheet kit
- You're looking for done-for-you services; this is a self-serve toolkit
Free resource
Start with the free CSV Audit Checklist
A 12-point checklist covering the most common lead-data problems — duplicates, formats, missing fields — and how to spot them in five minutes. No email required.
Get the kit
The full template kit is launching soon
Join the waitlist and we'll email you once when the CSV Audit Kit is available, with early-access pricing for the first group. One email, no newsletter.
FAQ
Frequently asked questions
Do I need any special software?
No. The kit works in Google Sheets or Microsoft Excel — whichever your team already uses. There's nothing to install and no account to create.
Will this work with my export format?
Yes, as long as your data can be saved as a CSV or pasted into a spreadsheet. The column mapping sheet is designed to handle exports with different column names and orders.
Is my data uploaded anywhere?
No. Everything runs inside your own spreadsheet file. We never see, receive, or store your lead data.
How is this different from just using a CRM?
A CRM is a system you adopt; this is a routine you run. The kit gives you clean data and a weekly priority list in about an hour — and if you adopt a CRM later, your cleaned data imports far more smoothly.
How much spreadsheet skill do I need?
If you can open a file, use filters, and copy-paste, you're ready. Every formula in the template is documented in plain language, and the playbook walks through each step.
What does the kit cost?
Launch pricing will be announced to the waitlist first. It's a one-time purchase for a digital download — no subscription.
Disclaimer: The CSV Audit Kit is a digital template and guide for organizing your own data. It is provided as-is, without warranties of any kind, and does not include software, support services, or guarantees of specific business results. All sample data shown on this page is synthetic and does not represent real companies or individuals. See our Terms for full details.