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Fiverr Pro
English
$
USD
I will build a google sheets CRM for lead tracking and follow ups
About this Gig
Are you struggling to keep track of client inquiries or discovery call requests?
Many consultants deal with scattered messages, messy spreadsheets, and no clear system to manage potential clients. This often leads to missed opportunities, slow follow-ups, and unnecessary manual work.
I will build a simple and effective system in Google Sheets to help you collect, organize, and manage your client requests in one place.
- Clean and structured tracking system
- Clear status flow (so you always know whats next)
- Simple dashboard (in Standard & Premium)
- Easy-to-use setup (no complexity)
- Email notification for new submissions (Premium)
This system is perfect if you:
- handle discovery calls or client inquiries
- want to stay organized and avoid missing opportunities
- need a simple solution instead of a complex CRM
- want to respond faster and work more efficiently
No complicated tools. No overwhelm. Just a clean system that works.
If you're not sure which package to choose, feel free to message me before ordering.
FAQ
I’m getting leads but struggling to keep track of them. Can this help?
Yes. This system gives you one clear place to track every lead, update their status, and never lose opportunities again.
I don’t want a complicated CRM. Is this simple to use?
Yes. This is a clean and lightweight system built in Google Sheets. No learning curve, no overwhelm.
Can this help me respond to leads faster?
Yes. You’ll see new leads instantly (and get email notifications in Premium), so you can follow up faster and close more clients.
Can you adapt this to how I work with clients?
Yes. I can adjust the flow, statuses, and structure to match your process (Standard & Premium).
Is this only for coaches?
No. It works for consultants, freelancers, and any service-based business handling leads or inquiries.
