Templates & worksheets · Copyable business template

Copy a business directory template with clear inclusion rules

A practical company-record and governance template for a sector, local, supplier, or professional business collection.

BUSINESS RECORD
01Identity02Market03Rules
Direct answer

The practical answer first

Use a business directory template that pairs a shared company field set with explicit eligibility, source, moderation, and correction rules. Keep card facts concise, place fuller context on listing pages, use controlled values for important comparisons, and label any paid or featured treatment clearly.

Who this is for

For publishers, chambers, agencies, associations, and niche market operators preparing the first business import or submission form.

When to use it

Copy the field and rule set, then replace generic criteria with facts buyers in the chosen market actually use to shortlist businesses.

01

Write the eligibility block

Define market, geography, business type, operating status, required evidence, exclusions, and what inclusion means. State whether records are staff-sourced, submitted, paid, or mixed. This block should guide seed research, public submissions, review, and removal with the same standard.

  • Inclusion is not automatically an endorsement.
  • Payment never overrides eligibility.
  • Specify multi-location and duplicate handling.
02

Adopt the core company field set

Start with business name, concise summary, canonical website, primary category, location or service area, and a few buyer-specific facts. Add public contact links only with appropriate source and purpose. Use one shared schema and controlled values where inconsistent prose would weaken search.

  • Keep card fields focused on triage.
  • Use full profiles for secondary detail.
  • Record provenance and review notes internally.
03

Copy the review and correction rules

Validate required fields, duplicate identity, URL, category, promotional claims, and eligibility. Approve or reject submissions, refund rejected paid submissions through the supported flow, and retain decision notes. Provide a visible correction path because businesses and links change.

  • Assign reviewer and escalation ownership.
  • Do not claim business self-service if unavailable.
  • Retire closed or out-of-scope records deliberately.
04

Set display and commercial rules

Define card order, listing-page sections, outbound or inquiry action, related records, and any featured label. One-time paid submissions and featured add-ons can support the directory, but should not be described as recurring placement or editorial rank. Review aggregate behavior and quality together.

  • Label commercial placement consistently.
  • Keep canonical business URLs and listing URLs distinct.
  • Audit high-traffic records for completeness.
field set

Copyable business record

Use these groups as column or form headings. Keep only fields with a clear source, public purpose, and maintenance owner.

  1. 01
    Identity

    business_name*; short_summary*; canonical_website*; logo_source; primary_category*; listing_status.

  2. 02
    Market

    secondary_categories; location_or_service_area; customer_types; specialties; delivery_model; languages.

  3. 03
    Decision

    pricing_model; minimum_engagement; availability_context; evidence_url; public_contact_or_inquiry_action.

  4. 04
    Governance

    source; source_owner; permission_note; reviewed_at; reviewer; correction_route; retirement_reason.

  5. 05
    Commercial

    submission_type; payment_status; featured_requested; featured_label; review_status; refund_status.

FAQ

Frequently asked questions

Which business fields should be required?

Require identity, canonical website, concise summary, primary category, and the few facts necessary for the target buyer. Every additional required field increases sourcing and review cost.

Can I add ratings to this template?

Only with a genuine review system covering identity, moderation, disputes, fraud, and visible reviews. Directoryz does not currently provide reviews or ratings, so this template intentionally excludes them.

How should featured businesses appear?

Use a visible, consistent featured or sponsored label and explain the treatment. Featured placement should not be presented as a quality score or allow an ineligible listing to publish.

Import the first company records

Turn the field set into a searchable business guide

Create the shared schema in Directoryz, prepare a standard CSV, review every record, and publish cards and listing pages on the right hostname or path.

Use the business template