Hi Fam,
Last month, we covered the “Anchor Gig Strategy” to strategically bundle gigs geographically for less travel and saved time. If you missed it, make sure to revisit that strategy as we tie it together with a powerful tool this month.
As a professional speaker, nurturing relationships with potential clients and event organizers is crucial for growing your business. But you don’t need an expensive CRM to stay organized and connected.
This month, I’m excited to show you how to take your lead tracking to the next level with Google Sheets — a free and low-cost tool that’s perfect for speakers.
Why Google Sheets?
While traditional CRMs are powerful, they can be expensive and complicated. Google Sheets offers a simple, cost-effective, and efficient alternative that’s easy to use and fits a speaker’s business model perfectly.
Benefits of Google Sheets:
• Free and easy to access
• Simple to use (no learning curve)
• Fully accessible across devices (computer, phone, etc.)
• Allows real-time collaboration with a team or virtual assistant
• Easily customizable for your needs
The Best Part: Visualizing Your Leads on a Map
With just a few clicks, you can convert your data into a visual map to see where your leads are located. Now, when you’re applying the Anchor Gig Strategy, you can identify leads nearby and bundle your gigs geographically, reducing travel time and costs for both you and your clients, offering a WIN-WIN.
How to Use Google Sheets as a Basic CRM:
Create a database of leads with key details, such as:
• Name, Email, Phone Number
• Location
• Lead source (how they found you)
• Lead status (new, contacted, follow-up)
• Last interaction date
• Notes on follow-up actions
• Visualize lead locations to better organize your outreach by geography
Check out this quick demo video to see how I use Google Sheets in my own business.
Tip:
Want to add more CRM-like features within Google Workspace? Use the “Snooze” feature in Gmail to set reminders for follow-up actions within your inbox.
Your Takeaways:
• Use Google Sheets as a simple, cost-effective CRM to track and organize your leads.
• Visualize your leads geographically to streamline outreach and improve targeting.
• Leverage additional Google Workspace built-in features (like Snooze) to stay on top of follow-ups and stay organized.
If you’re already using Google Sheets or another tool to manage your leads, I’d love to hear how it’s working for you. Hit reply and share your experience!
Celebrating your success,
Tay