I specialize in building clean, segmented CRM lead trackers using Google Sheets. My workflow includes raw lead organization, engagement tracking, and visual summaries using charts. I also create SOPs and training modules for VA onboarding and client documentation.

My services are ideal for coaches, startups, and remote teams who need a simple but teachable system to monitor outreach and follow-ups. I provide screenshot proof, summary tables, and optional mock-up landing pages using Canva.

Deliverables include:

Google Sheet CRM tracker

Engagement summary table

Chart visualization (Pie or Bar)

SOP PDF or screenshot documentation

Optional Canva mock-up (PDF format)

I value clarity, teachability, and quiet professionalism in every task.