A simple Google Sheets system for finding, organizing and tracking potential clients, customers and opportunities.
Built for anyone doing their own outreach who needs something more organized than a Notes app, but significantly less complicated than a CRM.
Inside:
Prospect + contact tracker
Lead priority system
Outreach status tracking
Follow-up dates
Offer + pitch tracking
Pipeline value
Reply, interest + close rates
Simple performance dashboard
Format: Google Sheets
Access: Instant after purchase
Skill level: Extremely manageable
A simple Google Sheets system for finding, organizing and tracking potential clients, customers and opportunities.
Built for anyone doing their own outreach who needs something more organized than a Notes app, but significantly less complicated than a CRM.
Inside:
Prospect + contact tracker
Lead priority system
Outreach status tracking
Follow-up dates
Offer + pitch tracking
Pipeline value
Reply, interest + close rates
Simple performance dashboard
Format: Google Sheets
Access: Instant after purchase
Skill level: Extremely manageable
