Excel template · Trackers and spreadsheets
Market mapping workbook template
A market mapping workbook is the research tool behind a retained search: the target companies, each with a relevance score against the brief, the key people in each with their titles, and the approach status of each person. It is worked by the research team and summarised for the client. This Excel template holds the company sheet and the people sheet in the firm's brand, and Formatix fills the people rows from CVs or LinkedIn exports.
Market mapping is method, and the workbook is where the method is visible. A consistent workbook makes it faster for a researcher to start a search and easier for a consultant to review coverage before a client call.
10 free credits, no card needed. One credit fills one document.
What's in the template
A market mapping workbook of target companies with relevance scores, approach status, key contacts and sector analysis.
ExcelDelivered as an Excel workbook you can edit and share.
Who uses it
Executive search research teams
The working workbook of a search from kick-off to longlist.
Consultants reviewing coverage
A check that the market has been mapped fully before the longlist is presented.
In-house talent intelligence
Mapping competitors for a function or a region.
Every slide of the example
The example is in Formatix branding with a fictional candidate. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop a CV or your notes
Upload the candidate's CV, in any layout or language. For reports that carry your ratings or notes, add them alongside the CV. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.
Not a download. This is not a file to download. Formatix builds the template in your brand, with your logo, colours and fonts taken from your website, and fills it from a CV or from the notes you supply. What you keep is the finished document: an editable Word, PowerPoint or Excel file you can send as it is or change in Office.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- What is the difference between this and the longlist and market map template?
- This workbook is the research tool, organised by company with relevance scores and approach status, for the team working the search. The longlist and market map template is the client-facing version with a longlist sheet. Many firms use both.
- What is a relevance score?
- A rating the research team gives each target company for fit with the brief, so the map can be worked in order. It is entered by the team; Formatix does not score companies.
- Can people rows be filled from CVs?
- Yes. Upload CVs or LinkedIn PDF exports as a batch and each person's title, employer and location are filled into the people sheet.
- Is this a download?
- No. The workbook is built in your brand inside Formatix; what you download is the finished Excel file to work in.
Related templates and pages
ExcelLonglist and market mapA workbook that maps the market for a search: target organisations, the people in each and where they stand in the process.
PowerPointTalent mapping reportA talent mapping report with market overview, a company-by-company candidate map and recommendations.
ExcelPipeline trackerA candidate pipeline workbook with stages, status indicators, sources, stage definitions and summary KPIs.
Use the market mapping in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card and no expiry.