I will build a google sheets CRM lead tracker

Sommige informatie wordt in het Engels weergegeven.
Evan Carter

China

Ik spreek Chinees, Engels, Japans

CRM Lead Follow Up Specialist

I help local service businesses build simple lead follow-up workflows for missed calls, website requests, and estimate follow-ups. My work focuses on practical systems your team can use every day: Goo...
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Over deze dienst

I will build a practical Google Sheets CRM lead tracker for your local service business.


This is for teams that receive leads from phone calls, missed calls, website forms, estimates, referrals, or email, but need a cleaner way to see what needs attention each day.


Depending on the package, I can provide a custom Google Sheets lead tracker, status stages, source and urgency fields, owner fields, next-action fields, sample rows, follow-up scripts, a daily follow-up SOP, and setup guidance for Gmail, Zapier, Make, HubSpot, ActiveCampaign, or your CRM.


This works well for HVAC, plumbing, roofing, electrical, garage door, pest control, remodeling, real estate, health and wellness, and similar local service businesses.


I do not promise specific revenue results. The goal is to give your team a simple tracker and follow-up process that is easier to use every day.

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build a google sheets CRM lead tracker
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build a google sheets CRM lead tracker
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Platform:

Google Sheets

Ontwikkelingstechnologie:

google apps script

•

VLOOKUP

Expertise:

Formules

•

Dashboard

•

Data validatie

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