Spreadsheets
Build a Simple CRM Spreadsheet for Follow-Up
Track contacts, last touch, next step, and relationship notes without committing to a complex sales tool.
A simple CRM is mainly a memory system. It should tell you who needs attention and why.
Track relationship context
Add columns for contact name, organization, relationship type, last touch, next step, and notes.
Keep notes respectful and practical. The sheet should help with follow-up, not collect unnecessary personal detail.
Use next steps instead of vague status
A status such as warm or interested can be useful, but a next step is more actionable.
Write the next communication or decision needed. That makes the sheet easier to review on a weekly rhythm.
Review the list regularly
Set one weekly review block to update stale contacts and schedule follow-ups.
If the CRM is not reviewed, it becomes a historical record instead of a working system.
Quick checklist
- Track last touch and next step.
- Keep notes practical.
- Use respectful relationship categories.
- Review weekly.
- Archive contacts that no longer need follow-up.
Guide FAQ
How should I adapt this guide for a small team?
Start with the checklist, assign one owner, and run the workflow for one week before adding extra fields or process steps.
Should this replace our project-management software?
No. These guides are designed to clarify lightweight workflows. They can support a larger tool, but they do not need to replace one.
What is the best first step?
Write the outcome you want, choose the smallest related template or checklist, and test it on one real workflow before scaling it.