📅 2025-01-23 — Session: Developed CRM and Google Sheets Automation Systems
🕒 18:55–20:25
🏷️ Labels: CRM, Google Sheets, Automation, Networking, Contact Management
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The session aimed to enhance CRM management and spreadsheet automation by developing structured workflows and templates.
Key Activities
- Daily Checklist and Action System: Created a structured approach for managing contacts using a daily checklist in spreadsheets, detailing necessary columns and automated workflows.
- Relationship Management Actions: Outlined 20 actionable prompts for managing various types of relationships.
- Networking Actions for Social Innovators: Developed a list of tailored actions for networking and strategic alliances.
- Communication Actions: Categorized communication actions with specific templates for different contexts.
- Google Sheets Automation: Implemented dependent and dynamic dropdowns, text splitting, error handling, and tracking last edit dates using Apps Script.
- CRM Checklist: Packaged a comprehensive guide for daily CRM activities.
Achievements
- Developed comprehensive templates and guides for CRM and contact management.
- Enhanced Google Sheets functionality with advanced formulas and automation scripts.
Pending Tasks
- Further refine the automation scripts for better efficiency and error handling.
- Expand the relationship management prompts to include more specific scenarios.