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upwork.com 🟡 2026-05-26

🔹 Investment and Energy Sector Lead Database Enrichment
👤 Client: 🇲🇽 Mexico Member since 2026-05-05
💰 Price: ****
🚩 Problem: Incomplete company profiles and missing key decision-maker contact data for 800 target firms.
📦 Existing: XLS file with 800 company names, two working sheets with yellow highlighted target columns, and a Word document containing four specialized source websites.

Specifications:

[Target] Investment and Energy segment companies
[Method] Manual research via provided websites and independent data sourcing
[Format] XLS spreadsheet (yellow highlighted columns)
[Target] 6 key contacts per company: 3 Top Management (excluding CEO), 3 Middle Management
[Target] Geographic requirement: Minimum 2 contacts from Latin America/Americas
[Target] Personas: Investment decision makers, deal advisors, investment managers, business developers, business origination, investor relations
[Format] Data points: Name, position, email, phone number, company website, LinkedIn profile

Workflow:

1. Audit existing XLS lists and source websites.
2. Research and complete company profile attributes.
3. Identify and verify 6 qualified contacts per entity based on seniority and role.
4. Extract and validate contact details (email, phone, LinkedIn).
5. Populate yellow highlighted columns in the original XLS sheets.