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I built this Action & Evidence Tracker to give operations teams clearer ownership, due dates, priorities and closure evidence. It is designed to reduce vague follow-up, surface overdue actions and make “done” mean controlled closure rather than just a status update.
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Thinking about moving from Excel or Google Sheets to a CRM? Don’t migrate the problems with the data.
Before choosing or configuring a CRM, I usually check five things:
• Does every active lead have a clear owner?
• Is there always a defined next action?
• Are follow-up dates consistently tracked?
• Are lead statuses clear and used consistently?
• Could another team member understand the spreadsheet without asking for help?
If several answers are “no”, the problem may not be the CRM yet — it may be the workflow behind it.
A CRM works much better when the sales process is clear before migration starts. I created a free CRM Readiness Self-Check for small teams that want to identify these gaps before investing more time or money in a CRM.
If you’re currently working from spreadsheets and considering a CRM, comment “CHECK” or send me a message and I’ll send it to you.
#CRM #CRMReadiness #SalesOperations #RevOps #WorkflowOptimization #GoogleSheets #Excel #BusinessProcess
Welcome! Are you looking to turn messy data into clear, actionable insights? You're in the right place.
As a professional data analyst, I specialize in transforming raw data into clean, structured, and visually compelling dashboards that help businesses make smarter decisions.
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Tools I Use:
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"Businesses lose time and money to invoice errors that go unnoticed until it's too late. I built an automated pipeline that extracts invoice data, cross-checks it against vendor history, and flags anomalies with clear AI-generated reasoning — all visualized in a real-time dashboard. Stack: LangChain, Groq, n8n, FastAPI, Next.js."
