Lead Generation
CRM Using Google Sheets
Keep enquiries organised without buying a fancy system too soon — four columns is all it takes.
Why this matters
Do you know exactly how many enquiries you got last month, and how many actually became customers? Most of us don't — because enquiries live scattered across WhatsApp, Instagram DMs, and memory, with no single place to see them all. You don't need an expensive CRM system to fix this. A simple Google Sheet with four columns does the job:
- Source — where did this enquiry actually come from?
- Status — where does this conversation stand right now?
- Next Step — what do YOU need to do next?
- Follow-up Date — when will you actually follow up?
The four columns, at a glance
How to use this guide
- 1
Read through all four columns below first.
- 2
Open the free tracker — it's a ready-made Google Sheet.
- 3
Add your last 5 enquiries, even the old ones you never followed up on.
- 4
Check your follow-up dates every morning, like you'd check messages.
Tap each one to open it — start with the one that sounds most like you.
Pillar 1
Source
Pillar 1
Source
know what's actually bringing you customers
Without tracking source, you're guessing whether Instagram, referrals, or Google is actually working — and you might be spending your time on the wrong one. One column, filled in every time, tells you the real story after a month.
You have no idea whether most of your enquiries come from Instagram, WhatsApp, referrals, or somewhere else.
Every enquiry gets tagged with where it came from, so after a month you know exactly what's working.
Try this: Go back through your last 10 enquiries and write down where each one actually came from. Any surprises?
Pillar 2
Status
Pillar 2
Status
know where every conversation actually stands
"I think I replied to her?" is not a system. A simple status label — New, Interested, Negotiating, Won, Lost — means you can see your whole pipeline at a glance instead of scrolling back through old chats to remember.
You have to reopen old chats and scroll back up just to remember where a conversation left off.
Every active enquiry has a current status label, so you know your whole pipeline in ten seconds.
Try this: Pick 5 status words (New, Interested, Negotiating, Won, Lost) and label your last 10 open conversations right now.
Pillar 3
Next Step
Pillar 3
Next Step
what YOU need to do next, not just what happened
"She asked about price" is a note. "Send her the price list by Friday" is a next step. The difference is whether you know what action is actually on you, or whether you're just recording history.
Your notes describe what happened, but not what you're supposed to do about it.
Every open enquiry has one clear next action written down — as something you will do, not a summary.
Try this: For your 3 most recent open enquiries, write one sentence each starting with a verb: "Send," "Call," "Ask."
Pillar 4
Follow-up Date
Pillar 4
Follow-up Date
when you'll actually follow up, so it isn't left to memory
An enquiry with no follow-up date silently becomes an enquiry you forgot about. A specific date turns a vague intention into something you can actually check every morning.
You follow up "whenever you remember," which often means never, or too late to matter.
Every open enquiry has a specific follow-up date, and you check that list every single morning.
Try this: Pick a follow-up date for your 3 oldest unanswered enquiries right now — today, if they're overdue.
How the tracker works
- Four columns — Source, Status, Next Step, Follow-up Date — one row per enquiry.
- Update it the moment an enquiry comes in, not at the end of the week.
- Check your follow-up dates every morning, like checking messages.
Download the Free Tracker
A ready-made Google Sheets lead tracker with all four columns already set up.
Next step
Add your last 5 enquiries to the tracker today, even the old ones. #AskNikita