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I will design b2b custom wholesale planner sales tracker spreadsheets crm goggle sheet
B2B capability statements and government ready brochures interactive flipbooks
I'm Eben, I design high converting business documents and systems that help brands present professionally, win clients, and scale operations. From B2B capability statements and government ready brochu...
About this Gig
Is your wholesale business running on scattered notes, messy spreadsheets and a CRM that was never set up properly?
Disorganized sales tracking and buyer management systems cost you deals, damage client relationships and make it impossible to see clearly where your business stands. I design custom B2B wholesale planners, sales trackers, business spreadsheets and fully structured CRM systems in Google Sheets that give your team a clean, practical and scalable system for managing buyers, tracking orders and monitoring performance.
What I Will Deliver:
- Custom wholesale planner with order management and product tracking
- Sales tracker with pipeline stages, deal values and monthly performance dashboard
- B2B CRM in Google Sheets with contact management and activity log
- Business spreadsheets for inventory, expenses, forecasting
Why Work With Me?
- I build systems around how your business actually operates, not generic templates
- Every sheet is designed for daily use practical, clean and easy to navigate
- No expensive software needed, everything runs in Google Sheets or Excel
Ready to run your wholesale business with the systems it actually needs? Send me a message and let's get started.
Platform:
Excel
•
Google Sheets
•
Microsoft Office
Development technology:
Google Apps Script
•
Excel
•
QuickBooks
Expertise:
Formatting
•
Forms
•
Formulas
•
Dashboard
•
Charts
FAQ
I have never used a CRM before. Will I be able to use this Google Sheet system?
Yes. The CRM is designed to be straightforward enough for anyone to use without prior CRM experience. Every column, tab and function is labeled clearly and I include written instructions so your team can get started immediately without needing training or technical support.
Can you build a CRM that matches our specific sales process?
Yes. Before building your CRM I will ask about your sales stages, follow up process and how you manage buyer relationships so the system reflects exactly how your team works rather than forcing you to adapt to a generic template.
Can the wholesale planner handle multiple product categories and buyer accounts?
Yes. The wholesale planner is structured to accommodate multiple product categories, SKUs, pricing tiers and individual buyer accounts so you have a complete view of every order, every client and every product line in one organized system.
Will the spreadsheets work for a team or just one person?
Yes. Every system is built for team use with clear structure, consistent formatting and shared Google Sheets access so multiple team members can update records, track activity and view performance data simultaneously without overwriting each other's work.
Can you include automated calculations and summary dashboards?
Yes. Every system includes automated calculations for totals, pipeline values and performance metrics along with a color coded summary dashboard so you can see key business numbers at a glance without manually compiling data from different sheets.
Can you improve an existing spreadsheet or CRM I already have?
Yes. If you have an existing system that is not working well, send it over and I will restructure, clean up and improve it so it actually serves your business the way it should rather than building everything from scratch.
Can you add an invoice generator to the system?
Yes. An automated invoice template built directly into your Google Sheet is available as a gig extra. It pulls buyer details and order information from your CRM or wholesale planner automatically so generating invoices takes seconds instead of minutes.
