I will build a google sheets CRM lead tracker
CRM Lead Follow Up Specialist
Informazioni su questo servizio
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.
Piattaforma:
Fogli Google
Tecnologia di sviluppo:
google apps script
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VLOOKUP
Expertise:
Formule
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Dashboard
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Convalida dati
FAQ
Can you connect Zapier or HubSpot?
I can provide setup guidance and workflow planning. For full automation setup, choose Premium or message me first so I can confirm the tools involved.

