Before
The repeat pain
Lead details live across inboxes, messages, and memory.
Verified tiny workflow
Simple CRM Sheet Starter
A practical lead tracker for teams that need visibility now, not a giant CRM rollout with fields nobody will maintain.
See every open lead, who owns it, and what should happen next.
After
The simpler result
A simple sheet keeps lead source, status, and next action in view.
Tiny workflow preview
What happens when it runs.
- Lead is captured
- A row is created
- Status is chosen
- Next action is tracked
Handoff
What you receive.
You receive a clean sheet structure and a simple operating note your team can actually follow.
No CRM lock-in
Easy export
Readable by non-technical teams
Included
Small pieces that make it useful.
- starter CRM sheet
- status labels
- next-action column
- basic email notification option
Not included
Kept intentionally simple.
- enterprise CRM replacement
- complex permissions
- multi-team pipeline automation
Best for
Who gets the most value.
- small teams sharing leads
- solo owners outgrowing inbox memory
- real estate follow-up lists
Start small
Want this workflow set up for your business?
Tell us what you use today, and we will keep the first version simple.