Situation

Cluttered, inconsistent lead tracking in a plain document; disorganized notes made progress and lead status unclear for team and client

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Task

Identified inefficiency slowing workflows and causing client frustration

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Action
Created structured Google Sheets tracker with clear statuses, standardized notes, and key lead details
 

Results

• Seamless, error-free lead tracking

• Instant visibility for client; confident decision-making

• Adopted as standard for future campaigns

• Increased team productivity and client satisfaction