Tools

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