The Scenario
You are three weeks into a new account executive role. The previous AE handed off an Excel workbook with 100 contacts — names, emails, and not much else. Your manager wants you to run a personalized outreach campaign next week, which means you need job titles, seniority levels, and enough company context to write something that doesn't read like a mail-merge.
The handoff workbook has column A for email. That's the whole foundation.
The bad version:
- Open RocketReach and search each email one by one, copy the title, seniority, company name, and employee count into the workbook for each row.
- Row 15: the email returns a match but the company listed is a subsidiary you don't recognize. You write it down anyway and hope it's right.
- Row 40: you realize you forgot to add a company employee count column before you started. You go back to the top and add it. Now you have to re-check the rows you already did.
This is not preparation for an outreach campaign. This is a data project. And data projects do not belong in the AE workflow two weeks before quarter end.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your contact list and pulls combined person and company data from RocketReach in a single operation. Open the SheetXAI sidebar:
Here is the prompt for this task:
Enrich the 100 rows in my 'ABM Contacts' sheet by looking up each email (column A) in RocketReach — add title in column B, company size in column C, and industry in column D
What You Get
- Column B: job title from the RocketReach person profile.
- Column C: company size / employee count from the RocketReach company profile.
- Column D: industry classification for the employer.
- Rows where RocketReach returned no match are flagged so you know which contacts need manual review.
What If the Data Is Not Quite Ready
Some emails bounced or are clearly invalid
Before enriching, check each email in column A — flag any that are missing an @ sign, use a personal domain like gmail.com or yahoo.com, or appear malformed by writing "Invalid" to column E — then run the RocketReach lookup only for rows that passed
You want seniority in addition to title
For each email in column A, look up the person in RocketReach and write title to column B, seniority to column C, company employee count to column D, and primary industry to column E
You need to join against a second worksheet of account tiers
Look up each email in column A via RocketReach to get employee count — write it to column D — then check the employee count against the tier definitions in my 'Account Tiers' worksheet and write the matching tier label into column E
Enrich, segment, and draft an outreach signal in one shot
For each email in column A, fetch the RocketReach person and company data — write title to column B, seniority to column C, and employee count to column D — then write a one-sentence outreach signal to column E based on their seniority and company size, such as "Director-level at a 200-person fintech company"
Combining the enrichment and the signal generation in one prompt means your workbook is ready for sequencing without a second pass.
Try It
Open your Excel workbook of contacts and Get the 7-day free trial of SheetXAI — ask it to enrich each email with title, seniority, and company firmographics from RocketReach. Related reading: the spoke on bulk email enrichment, or the hub overview for all the ways to connect RocketReach to Excel.