SHEETSTEPS FOR SALESTurn public company websites into
Turn public company websites into
useful account context.
Research companies, structure public facts, classify accounts, and prepare better lead lists and outreach context directly in Google Sheets.
Works with Google Sheets · Preview before writing · No code requiredINSTRUCTION
Collect industry, location, offering, audience, pricing clues, team size signals, and contact pages.
1 Read input2 Extract fields3 Review output
1account researchcomplete
2qualificationcomplete
3personalizationready
SheetSteps does the repetitive browser and spreadsheet work.
You stay in control of the decisions.
You start with rows in Google Sheets—usually URLs, records, or text. You tell SheetSteps what a useful finished row should contain. It tests the instruction on a small sample, shows the proposed columns, and only runs the larger job after you approve it.
Consistent fit and priority signals
Relevant source-backed talking points
Clean output for review or import
SHEETSTEPS AI FUNCTIONSWhat SheetSteps AI does
What SheetSteps AI does
for this work.
These are real capabilities in the product, combined into a workflow for this profession.
Company research
Turn public company pages into structured account context.
Lead scoring
Apply the same ICP criteria and preserve the reason behind each score.
AI personalization
Create source-backed talking points for human-reviewed outreach.
CRM-ready output
Map approved rows into clean import columns.
REAL WAYS TO USE ITStart with the job
Start with the job
you already do.
You do not need to redesign your process around AI. Begin with one slow, repetitive part of the workflow and keep the result in a familiar spreadsheet.
Account enrichment
Collect industry, location, offering, audience, pricing clues, team size signals, and contact pages.
Lead qualification
Apply the same fit rules to every company and explain why an account was prioritized.
Territory planning
Group accounts by geography, segment, product fit, or use case before assigning owners.
Outreach preparation
Summarize recent public facts and relevant pain points for human-reviewed outreach.
FROM INPUT TO USEFUL OUTPUTWhat goes in.
What goes in.
What comes back.
Each step stays visible, so a teammate can understand the workflow without reverse-engineering a script.
- 1Start with
- Company domain or public profile URL
- 2Research
- Offering, segment, location, proof, team, contacts
- 3Qualify
- Fit, intent, priority, reason, next action
- 4Deliver
- Source-linked account table or CRM-ready export
HOW TO STARTYour first useful workflow
Your first useful workflow
in four understandable steps.
- 01
Add company URLs
Use the domain column in an existing lead list or paste a new account set.
- 02
Define good fit
Turn your ideal-customer criteria into explicit research and classification fields.
- 03
Test and inspect
Check one strong fit and one weak fit before running the whole list.
- 04
Review before outreach
Open sources, correct ambiguous results, then send approved rows to the next workflow.
READY-TO-USE WORKFLOWSStart with a tested formula.
Start with a tested formula.
Turn it into a recipe when it works.
These SheetSteps AI templates are selected specifically for this Solution. Copy one into Google Sheets, customize it, or run it across a previewed batch.
Company enrichment
Turn a company homepage into account context.
=SHEETSTEPS_WEB_EXTRACT(A2,"industry, audience, location, offering")Lead qualification
Score each account against your ICP.
=SHEETSTEPS_SCORE(B2,"ICP fit: B2B SaaS, 20-200 employees, Europe")Talking-point generator
Draft a source-backed reason to reach out.
=SHEETSTEPS_AI(B2,"Write one relevant outreach talking point. Do not invent facts.")Territory classifier
Map accounts to an agreed sales territory.
=SHEETSTEPS_CLASSIFY(C2,"North America, Europe, APAC, Other")FREE GOOGLE SHEETS TEMPLATESUse a ready-made Sheet
Use a ready-made Sheet
as your starting point.
Copy a template, add your own rows, then use SheetSteps AI when you need to research, clean, analyze, or update the workbook.
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Questions about
SheetSteps for Sales.
Clear answers about how the workflow works, what data it can use, and where a person remains in control.
Does SheetSteps provide private contact data?+
SheetSteps is designed to structure information available from the public sources you provide. It does not promise private personal data. Use collected information responsibly and follow applicable privacy and outreach rules.
Can I score leads with my own criteria?+
Yes. Describe the criteria, required evidence, and scoring scale. SheetSteps can apply the same rules across rows and keep the reason and source beside each score.
Can results be exported to a CRM?+
Yes. Keep output columns aligned to the fields required by your CRM, review the rows, then export CSV or use your existing Sheets-to-CRM process.
Do I need to write code or know web scraping?+
No. Describe the information you need in ordinary language, select suggested fields, and test one example. Advanced users can still use selectors and more precise extraction rules when needed.
Will SheetSteps change my source spreadsheet automatically?+
No. SheetSteps shows a preview before writing results. You choose the destination columns, review a sample, and approve the run. Existing source cells remain protected unless you explicitly choose to update them.
Does SheetSteps work inside Google Sheets?+
Yes. The Google Sheets add-on can use selected cells as inputs, preview new columns, run larger jobs in the background, and write reviewed results back into the same workbook.
Put one real sales workflow
into SheetSteps AI.
Start with a small sample. Keep the output understandable. Scale only after the result looks right.
Build a sales research workflow →