What's included

• Data Entry (Manual or Bulk)

  Accurate input of text, numbers, or records from PDFs, web forms, surveys, or CRMs into Google Sheets or Excel.

• Spreadsheet Cleanup

  Reorganizing messy spreadsheets by formatting headers, aligning columns, applying filters, and removing inconsistencies for easier readability.

• Duplicate Removal

  Identifying and removing duplicate entries across one or more columns to ensure clean, reliable data.

• Basic Formulas Setup

  Adding simple formulas such as SUM, AVERAGE, IF, or COUNTIF to automate calculations and highlight trends.

• Data Formatting & Standardization

  Cleaning inconsistent entries (e.g., names, emails, dates) and applying consistent formatting for a polished, professional look.

• CRM or Database Updates

  Entering or updating client data into platforms like HubSpot, Notion, or Airtable, ensuring your records are always up to date.

• Lead or Contact List Organization

  Sorting and categorizing lead data with tags, notes, or priority levels to support outreach or sales workflows.

• File or Document Tracker Creation

  Building simple tracking systems for content, client projects, inventory, or digital documents in Google Sheets.

• Custom Dashboard (Optional Add-On)

  Designing a simple, visual summary page with key metrics or performance indicators pulled from your cleaned data.

• Data Entry SOP (Optional Add-On)

  Creating a short how-to document or Loom walkthrough to guide you or your team on how to maintain or update your new spreadsheet system.