Why CSV Exports Are the Starting Line
A CSV export from Margo gives you structured lead data instantly. But the export is just the beginning — the real work is turning that list into conversations.
Step 1: Download and Clean Your Export
Open your Margo CSV in Google Sheets or Excel. Remove:
- Rows missing email or phone
- Businesses with generic contact info (info@, contact@)
- Duplicates
Step 2: Personalise at Scale
Add a column for personalisation notes. For each lead, add one specific observation:
- "No website"
- "Last review 8 months ago"
- "3.2 stars — lots of complaints about response time"
Step 3: Load Into an Outreach Tool
Import your cleaned CSV into an email outreach tool. Popular options:
- Instantly — great for cold email at volume
- Lemlist — strong personalisation features
- Apollo — CRM + outreach combined
- Gmail + a spreadsheet — works for under 50 leads
Step 4: Write Your Sequence
Create a 3-email sequence:
- Email 1: Short, specific, value-first
- Email 2: Follow-up with a case study or stat
- Email 3: Break-up email ("Should I close your file?")
Step 5: Track and Iterate
After 100 sends, review:
- Open rate (aim for 40%+)
- Reply rate (aim for 5–10%)
- Positive reply rate (aim for 2–5%)
Conclusion
The CSV export is your starting point, not your endpoint. With this workflow, a 200-row Margo export can generate 10–20 qualified conversations in 2–3 weeks.