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Excel · 7 sheets, formula-drivenFREE

Sales CRM Workbook

Lists die in Excel and live in a process: your leads, touches and next steps in one file, driven by formulas. In Turkish.

We ran our own sales on a well-structured Excel CRM for a long time; this file is the product of that experience. Seven interconnected sheets: the scoring weights and follow-up cadence you enter in Settings feed every formula. The Leads sheet is your CRM home screen: next-touch dates are calculated from your cadence, overdue follow-ups turn red, and the week's touch plan builds itself on the Dashboard. Works in Google Sheets too (required anyway if you use GMass).

7
linked sheets
0
manual calculations
3-7-14
automatic cadence

What is inside?

  • Settings: scoring weights, follow-up cadence (3-7-14) and weekly targets
  • Raw List: the pool for Maps and AI outputs, with duplicate-company warnings
  • Scoring: mark criteria; score, rank and qualification labels come from formulas
  • Leads (CRM): person, verification, stage, deal value and touch history in one row
  • Next-touch dates calculated automatically; overdue follow-ups turn red
  • The 3-7-14 cadence is adjustable in Settings; the file alerts by date
  • Call Log: a record of every touch; no more 'what did we last talk about'
  • Dashboard: overdue follow-ups, stage distribution, reply rate and pipeline value

Who is it for?

  • Anyone who wants a disciplined routine before moving to CRM software
  • People who love Excel but do not want to build a sales structure from scratch
  • Teams doing personalised bulk sending through Google Sheets with GMass

Part of the kit: This content is part of the AI Lead Generation Kit series. For best results use the main playbook, the topic guides, the prompt library and the Sales CRM workbook together; they cross-reference each other. Content is in Turkish.

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