Export the filtered businesses and preserve the full CSV. Add the current profile URL, manual check date, observed period, peer-selection reason, business-history unknowns, proposed question, and next action in the research worksheet. These are manual research columns; they are not additional fields automatically produced by OwnerClue.
When handing accounts to a CRM, keep the evidence sheet and business identifier alongside any import file. Review CSV field mapping if you use GoHighLevel. A dedicated format may omit source detail, so retain the full export as the reference record. Email found on a public site has not been validated for delivery, and a phone-type estimate does not prove someone will answer.
Measure researched accounts, context checks completed, relevant conversations, and accepted projects separately. Do not use “businesses with fewer than twenty reviews” as a proxy for qualified opportunities. After a small batch, examine whether the chosen category, comparison method, and offer produced useful discussions. Keep source capture times visible so the next researcher knows when information needs to be checked again.