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upwork.com 🟡 2026-05-12

🔹 Leed List Builder - Rocky Mountain Professional Services (CPAs, Attorneys, Insurance, Non Profits)
👤 Client: 🇺🇸 United States Member since 2026-05-11
💰 Price: ****
🚩 Problem: Compile contact information from publicly available directories into a clean spreadsheet for professional advisors in the Rocky Mountain region.
📦 Existing: Not specified

Specifications:

[Target] - Compile contacts for CPAs, attorneys, insurance agents, and nonprofits across 40 towns in CO, WY, MT, ND, NM, UT.
[Method] - Manually gather data from state-specific directories and registries.
[UI/UX] - Not applicable
[Stack] - Google Sheets / Excel for data organization.
[Security] - Ensure no personal/private information is sourced or collected.
[Format] - Clean spreadsheet with fields: name, firm/organization, town, state, phone, email (if listed), website, and source URL.

Workflow:

1. Obtain the list of 40 towns from CO, WY, MT, ND, NM, UT.
2. For each category (CPAs, attorneys, insurance agents, nonprofits) in each town, manually gather contact information from state-specific directories and registries.
3. Enter data into Google Sheets / Excel with required fields: name, firm/organization, town, state, phone, email (if listed), website, and source URL.