Optimize Lead Management with Custom Dashboards & AutomationOptimize Lead Management with Custom Dashboards & Automation
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Advik Rathee
• Jul 15
Spent today reaching out to a bunch of small business owners — real estate brokers, gyms, tattoo studios, a cloud kitchen — and noticed the same pattern everywhere.
Almost none of them have a real system for tracking leads, bookings, or renewals. It's all Excel, WhatsApp, or memory. Works fine at small scale, starts breaking the moment volume picks up.
That gap is basically my entire business right now — simple dashboards and light automation for exactly this kind of problem. Power BI, SQL, Python, and enough marketing sense to know which channel actually brings in customers.
If you run something similar and it sounds familiar, feel free to reach out.
dataanalyticssmallbusinesssupportautomationBusiness Workflow AutomationData AnalysisData VisualizationMicrosoft Power BIPythonSQL
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