Workflow Audit
A concise map of your lead sheet, reminder rules, and fix plan.
- Column and view recommendation
- Daily reminder logic
- CRM migration decision point
For lead spreadsheets
Stop losing warm leads in Google Sheets.
A follow-up workflow turns your existing sheet into a daily action list: who is due today, who is overdue, what to do next, and which lead needs a human decision.
The first fix
You may not need a CRM yet. You need a follow-up system.
If the sheet already has the leads, start by making the next action impossible to miss. Then decide whether a CRM migration is worth the setup time.
SheetClean lead fieldsName, company, stage, last touch, next action, next follow-up date, and notes.
ViewsDue and overdue listsFiltered tabs show what needs action today and what has gone stale.
ReminderMorning emailApps Script sends the follow-up list so the sheet does not rely on memory.
ReviewTwo-week signalTrack completed, missed, and stale follow-ups before choosing a CRM.
Packages
Start with the lead workflow that pays back fastest.
Workflow Build
A working follow-up reminder layer in Google Sheets and Apps Script.
- Due/overdue views
- Daily email reminder
- Setup notes for the person managing leads
Free starter
Download the lead follow-up sheet template.
Use the CSV when you want the column structure now. Buy the audit when you want the workflow mapped against your actual sheet.
Process
Built around the sheet you already check.
1. Send the current sheet shape
Column names, lead stages, how follow-ups are decided, and what gets missed today.
2. Confirm the workflow
Decide the reminder rules, due windows, and what the daily email should show.
3. Ship the first version
Get the views, Apps Script trigger, and notes needed to keep the workflow running.
Lead follow-up request
Send the spreadsheet follow-up problem.
Use this for build questions or when you want TinyOps Studio to price implementation. For the audit, the direct checkout is available above.
Start