In early 2020, I shot a video about utilizing Google Sheets as a CRM (customer relationship management system). Since then, it has gained over 20,000 views & not a day goes by that I'm not mentioned in a comment somewhere or someone messages me asking if I'm still using this system.
So, I thought I would do an updated video to show exactly how I'm using this now... pretty much three years later. This is the longest that I have stuck with the same follow up system.
Minute marks that cover highlights in this episode you don't want to miss:
00:43 Why I choose a spreadsheet
01:21 What I track
03:14 Spreadsheet template
03:50 My spreadsheet
05:05 Package Tracker Add On
08:30 Populating the spreadsheet
10:11 Prospects & parties