Chukwumuanya E. Nwankwo

Google Form + Sheet Automation for Lead Tracking …. Title: Lead Collection & Tracking System Using Google Forms + Sheets Clients Pain: We are looking for someone to create an automated lead collection and tracking system for our sales team. Currently, we collect leads manually through calls and emails, and then input them into Excel — this is slow and prone to errors. We want a solution that:     Uses Google Forms to capture lead details (Name, Email, Phone, Source, Status) Automatically logs responses into Google Sheets Flags overdue follow-ups using conditional formatting Creates a summary dashboard to track leads by source, status, and priority in real-time Solution to Follow:     Design a google form for collection of leads with necessary details. Linking the google form to google sheet for automatic logging or responses. Data Standardization via cleaning and conditional formatting. Automation with formulas using formulas to flag overdue, follow-ups, track leads, and categorize statuses.  Analyze with pivot tables using pivot tables to summarize total, averages and group data by lead source and status.  Dashboard creation designed dashboard showing total leads, overdue follow-ups, on-track leads, lead distribution by source, and leads by status. 3. Skills & Deliverables I. II. III. Current list: • Google Forms • Google Sheets • Data Validation & Conditional Formatting • Dashboard for Lead Management Good list. Suggestion: Expand slightly to match client searches: • Google Sheets Automation (Formulas + Functions) • CRM-like Lead Tracking • Real-Time Dashboard Reporting SNAPSHOTS: Visual 1: I created this Google form for collecting leads directly from prospects. It captures leads details. It ensures that all incoming leads are recorded in a structured format, ready for analyses. Visual 2: Raw Data Sheet: This is the raw sheet directly linked to the form. All leads entered flow in automatically here, ensuring that no manual data entry is required. Visual 3: Cleaned & Standard Data Here the raw data was cleaned and standardized. Lead source, interest level, and status are formatted, follow-up columns was added using formulas to automatically flag overdue leads. An overdue column highlights leads that require urgent attention. Visual 4: Pivot tables were used to calculate sums and averages across different lead categories. Such as number of leads by status, average follow-up time, distribution of leads by source. Visual 5: The dashboard provides quick snapshots of overall leads performance, showing total leads, overdue follow-up, on-track leads, and leads by status. This makes it easy for the sales team to quickly check progress and bottlenecks. Measurable Results / Impact      60 leads captured automatically – Eliminated manual data entry, reducing errors and saving time. 12 overdue leads identified instantly – Helped the sales team know exactly which prospects needed urgent followup. 20 leads marked as on track – Gave clarity on progress without needing to manually checks records. 37 leads successfully closed (62%) – Clear evidence that the system supports conversion tracking and sales performance. Automated 3-day follow-up alerts – Ensured timely contact, reducing missed opportunities. Impacts for the Client      Improved Sales Team Efficiency – Instead of chasing scattered data, they had one organized system. Better Decision-Making – With dashboards showing leads by source and status, they could focus more on highperforming channels like the website. Higher Lead Conversion – Systematic tracking helped close more deals and reduced leakage of prospects. Time saving – What took hours to compile manually now updates in real-time. Scalability – The system can grow with more leads and performs without extra cost.