--- title: How to add a qualified prospect list to Folk description: Folk imports a CSV of people into a group and maps each column to a field, and an AI marketer can go further by checking each prospect still fits, finding people you already have, and adding them to the right group with their company, group fields, and a note explaining why they were chosen. slug: /how-to/add-a-qualified-prospect-list-to-folk page_type: playbook lead_prompt: How do I import a list of qualified prospects into Folk? target_prompts: - How can I use an AI marketing agent to add a qualified prospect list to Folk? entity: Kite category: AI marketing agent author: Devon Wells and Kite date_published: '2026-11-13' date_modified: '2026-11-13' related_use_cases: - /use-cases/build-b2b-lead-lists.md integrations: - name: Folk page: /integrations/folk.md --- # Playbook # How to add a qualified prospect list to Folk ## Key Takeaways - You can get a prospect list into Folk by importing a CSV file into a group, by saving people one at a time with Folk's Chrome extension, or by having an AI marketer check the list and write the records for you. - In Folk, groups do the organizing. A group holds a set of people and companies along with its own fields, such as a status or an owner, and those fields drive the group's table and pipeline views. Putting prospects in the right group with those fields filled in is what makes the list usable. - An import copies every row you give it. It doesn't know who changed jobs or who's already a customer, and it doesn't record why anyone is on the list. - Kite confirms each person's current role, scores their fit from one to five, drops customers and competitors, and checks the people and companies already in Folk, so someone you already know gets updated instead of added twice. - Each prospect lands in the group you chose, linked to their company, with the group's fields filled in and a note explaining why they're worth contacting. ## How do I import a list of qualified prospects into Folk? The standard way to get a prospect list into Folk is to import a CSV file into a group. You save your list as a spreadsheet, upload it, pick the group it should go into, and match each column to a Folk field, such as first name, last name, email, job title, company, and LinkedIn URL. Folk creates a person for each row and a company for each company name it hasn't seen before. If your list came from a data tool like Apollo, you export it from there first and then import the file. For people you find one at a time, Folk's Chrome extension saves a LinkedIn profile straight into a group. The group you choose matters more than it looks. Folk doesn't have one big contact list with a pipeline bolted on. Instead, each group is its own working list with its own fields, so an outbound group might track a status, an owner, and a next step, while your investors group tracks something else entirely. The status field is what places a person in a column of the group's pipeline view. A list imported with those fields left empty sits in the group, but nobody can tell who to contact first or who owns each person. The import also moves rows without judging them. A list of 120 prospects becomes 120 people in Folk, including the one who left the company in the summer and the account that became your customer last month. Nothing on the record says why the person was chosen, so whoever opens it has to redo the research before they can write a useful first message. A good result looks different. Every person in the batch still holds the role, fits the customers you want, belongs to the right company, appears only once, sits in the right group with its status and owner filled in, and carries a note that says why they were added. Kite does that work for you. It qualifies the list before it touches Folk, checks your workspace for people and companies you already have, and writes the records into your group with the research attached. ## How to get started Start by telling Kite which prospects you want in Folk and which group they belong in, in the Kite web app or in Slack. You can hand it a list you already have: > "Here's the list from the webinar. Add the ones who fit to our Outbound group in Folk and set them to New." Or you can ask Kite to build the list: > "Find 30 heads of operations at logistics companies in Texas with 50 to 300 employees and add the best ones to our Outbound group in Folk." Kite is an AI marketer. It researches your business, builds a growth strategy, and ships the work that brings you new customers. By the time you ask, it already knows your ideal customer profile, your current customers, and your competitors from that research, so it can propose the titles, seniority, company size, and locations to target without a long brief. Confirm the profile or adjust it, and Kite gets started. You'll need to connect your Folk workspace to Kite with an API key, which you create in Folk's settings. Kite places people in groups that already exist in your workspace, so if this list deserves a new group, create it in Folk first and give it the fields you want to track. To find new prospects, you don't need a data provider account of your own, because Kite has its own Apollo connection built in. To work from a list you already have, share the spreadsheet with Kite in Slack or paste the names into the conversation. Adding records to your CRM is routine work, so Kite writes them and then tells you what it did. If you'd like to see the list before anything reaches Folk, say so in your request. ## How Kite adds a qualified prospect list to Folk ### Where do the prospects come from? Kite works from the list you give it or builds a new one, depending on what you ask for. When you share a spreadsheet, Kite reads each row and treats it as a starting point to check, not a finished record. When you ask Kite to find prospects, it searches for companies by industry, headcount, location, funding, hiring activity, and the technology they use, then finds the people at those companies by job title, function, and seniority. It also looks for recent events at each company, such as a funding round, a new executive, or a batch of open roles. Those events often supply the reason to get in touch now rather than next quarter. ### Who is worth adding? Kite decides who belongs in Folk by checking each prospect against your profile before it writes anything. First it confirms that the person still holds the role at that company, using their public professional profile or the company's own pages, and it drops anyone who has moved on. Next it removes your existing customers, your competitors, and anyone who has asked not to hear from you. Every prospect who passes gets a fit score from one to five, with a one-line reason, such as "Head of operations at a 140-person freight broker that just opened a Dallas warehouse." When the list is long, Kite splits it into primary and secondary groups so your team knows where to start. If fewer people qualify than you asked for, Kite tells you how many it found and why the rest fell short. A short list of good prospects does more for your outreach than a padded one. ### What contact details go on each record? Kite fills in the professional details someone needs to reach each prospect. For the person, that means their work email, current job title, and LinkedIn profile. For the company, it means the website, industry, employee range, location, and any funding or hiring news worth knowing. Kite keeps the verification status of each email exactly as the provider returns it, whether that's verified, risky, or unverified. A missing email stays marked as not found rather than guessed, so whoever sends the first message knows which addresses are safe to use. Kite includes only business details, so personal email addresses and phone numbers stay out. ### Is this person already in Folk? Kite reads the people and companies already in your Folk workspace before it creates anything, so a person you already know isn't added twice. It matches prospects by email address and name, and companies by name and website. When Kite finds a person who's already there, it updates that record with the new details instead of creating a second one, and adds them to the group if they aren't in it yet. When the company already exists, the new person is linked to it. Because Folk often holds people your team met through email or introductions, this check also tells you which prospects someone on your team already knows, and Kite says so in its summary. ### Which group and fields does each prospect get? Kite reads your groups and the custom fields in the group you chose, so each prospect arrives with the fields your team actually uses filled in. A typical outbound group has a status field, an owner field, and perhaps a source or next-step field, and Kite fills each one with a value that already exists in your workspace. The status puts the person in the right column of the group's pipeline view, such as New or To contact. For the owner, Kite reads your list of Folk users and assigns the rep you named, or the person who already owns other contacts at that company. If the group has a field for the fit score or the list's source, Kite writes those values there too. If you didn't name a group, Kite lists the groups in your workspace and asks which one fits before it writes. ### Creating the people, companies, and notes Kite creates the company first and then each person, so every person arrives linked to their account. A new company gets its name, description, industry, employee range, website, and location. A new person gets the following details: - First and last name - Work email - Job title - LinkedIn profile - Company - Group, with its status, owner, and other fields filled in Kite then adds a note to each person that explains why they fit, gives the fit score, cites the source for each fact, and records any recent event worth mentioning in a first message. When the reason a company is worth contacting applies to everyone there, such as a new funding round, Kite puts that note on the company instead, so it isn't repeated on every person. ### What Kite reports back When the work is done, Kite posts a summary in the conversation where you asked. It says how many people and companies it created, how many existing records it updated, which prospects someone on your team already knows, and who it skipped and why. It also reports how many prospects it delivered against how many you asked for, and how many have a work email. The full list comes with it as a table, so you can scan it without opening Folk. From there, Kite can draft a personalized first email for each primary prospect, using the same research it put in the notes. If you want new prospects added regularly, ask Kite to run the same job every week, and it will check Folk for anyone already there before adding each new batch to the group. ## What the finished work contains When Kite finishes, your Folk group holds a set of qualified prospects your team can work right away, and your conversation with Kite holds the record of what changed. - **People.** Each prospect has their name, work email, job title, LinkedIn profile, and company, and sits in the group you chose. - **Group fields.** Each person has the group's status, owner, and any other fields your team tracks filled in, so they show up in the right column of the pipeline view. - **Companies.** Each account has its name, website, industry, employee range, and location, with every person Kite added linked to it. - **Notes.** Each person has a note with their fit score, the reason they were added, the recent event that makes now a good time to reach out, and the sources behind the research. - **The summary.** The conversation shows what Kite created, updated, and skipped, along with the full table of prospects and the verification status of every email. ## Common questions ### Should I put a new prospect list in its own group in Folk? Give a prospect list its own group when you'll work it differently from your other contacts, such as an outbound campaign with its own stages. A separate group keeps its status and owner fields focused on that work, and a person can belong to several groups at once, so someone already in your network can join the outbound group without losing their place elsewhere. ### Do I need my own Apollo or data provider account? No, you don't need your own data provider account for Kite to find new prospects, because it searches and enriches through its own Apollo connection. If you already have a list from Apollo, a LinkedIn search, an event, or anywhere else, share it with Kite and it will check the list instead of building one. ### Can Kite keep adding new prospects to Folk automatically? Yes. Ask Kite to repeat the job on a schedule, such as every Monday morning, and it will find new prospects that match your profile, check Folk for anyone already there, and add the rest to your group. Each run reports what it added and skipped. ## Related pages - **Use case:** [Build qualified B2B lead lists](/use-cases/build-b2b-lead-lists.md) - **Integration:** [Folk + Kite](/integrations/folk.md)