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ABOUT THE AUTHOR

Kimberly Pulito

Kimberly has been an award-winning, Independent Scentsy Consultant since 2012 & has helped thousands of amazing clients create custom scent experiences & motivated individual build their own fragrance businesses.

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GOOGLE SHEETS CRM + PACKAGE TRACKER ADD ON



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


Resources & Links Mentioned





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