You will get a revamped Excel client list, ready for printing labels & bulk mail sorting

You will get a revamped Excel client list, ready for printing labels & bulk mail sorting

Project details
I'll be happy to help you optimize your mailing list to get the most from it.
Send me your existing mailing list, and I will return an organized Excel spreadsheet, ready to maintain and update; easily sort / filter with a few clicks; instructions included for easy import to Word Mail Merge for labels and sorting for bulk mail.
Your list will have the following columns (as applicable), for easy maintenance and filtering:
First Name . Last Name . Company . Address . City . State . Postal Code . Country . Email . Phone
Up to 5 fields can be added, like Job Title, Membership #, Member Expiration, Cell #, etc., depending on your list.
You'll have easy filtering / sorting with a few clicks. Up to 4 sorting options included:
Last Name, Postal Code, Bulk Mail (USPS) sort, Membership #, etc.
Filtering will be available by Location (Local Only, In-State Only). Other filtering methods may be available by request.
I have over 20 years' experience creating complex Excel spreadsheets including forms, data analyses and more, with a focus on simple user-friendly interfaces and long-term usability. I am responsive and happy to help you make the most of your mailing list.
Send me your existing mailing list, and I will return an organized Excel spreadsheet, ready to maintain and update; easily sort / filter with a few clicks; instructions included for easy import to Word Mail Merge for labels and sorting for bulk mail.
Your list will have the following columns (as applicable), for easy maintenance and filtering:
First Name . Last Name . Company . Address . City . State . Postal Code . Country . Email . Phone
Up to 5 fields can be added, like Job Title, Membership #, Member Expiration, Cell #, etc., depending on your list.
You'll have easy filtering / sorting with a few clicks. Up to 4 sorting options included:
Last Name, Postal Code, Bulk Mail (USPS) sort, Membership #, etc.
Filtering will be available by Location (Local Only, In-State Only). Other filtering methods may be available by request.
I have over 20 years' experience creating complex Excel spreadsheets including forms, data analyses and more, with a focus on simple user-friendly interfaces and long-term usability. I am responsive and happy to help you make the most of your mailing list.
Project Type
Data Entry, OtherWhat's included
Service Tiers |
Starter
$150
|
Standard
$250
|
Advanced
$350
|
---|---|---|---|
Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 2 | 2 |
Optional add-ons
You can add these on the next page.
Mail Merge Setup
+$25About Candace
Excel Designer . Marketing Consultant . Menu Designer . Writer
Imperial, United States - 10:36 am local time
With 20 years of marketing, public relations, project management and creative experience, I can help you do what you do best, better.
Steps for completing your project
After purchasing the project, send requirements so Candace can start the project.
Delivery time starts when Candace receives requirements from you.
Candace works on your project following the steps below.
Revisions may occur after the delivery date.
Template Review
I will set up and send you a template showing the columns and sorting options for your list, and will ask any questions I need answered in order to organize your list. You review the template and reply with answers, feedback and any requests.
Organized List
Once you have approved your template, I will organize your list and set up the sorting and filtering options. I'll send you the completed list and instructions for using, updating and maintaining, and importing into Word Mail Merge.