Lead Research & Qualification Tracker — Portfolio Sample
This portfolio sample demonstrates my ability to research potential leads, organize business information, evaluate lead quality, and prepare structured data for follow-up.
For this project, I organized researched companies by industry, city, company size, website availability, contact information, fit score, priority level, research status, and recommended next step.
The final spreadsheet provides a clear and organized view of potential leads, making it easier to identify high-priority opportunities and manage research efficiently.
Skills:
Web Research
Lead Generation
Microsoft Excel
Sample of my manual business data collection work using Google Maps. I verified business details and organized the information into a clean, structured Excel sheet for marketing and lead generation.
Qualifying and handling incoming sales leads manually takes hours of tedious, repetitive work. Every time a potential client submits an inquiry, you have to manually read their budget, assign priority, post updates to team channels, log details into spreadsheets row by row, and draft custom proposal emails from scratch.