You will get a Google Sheets lead tracker that flags every missed follow-up
Project details
Warm leads are often lost for one simple reason: the next action lives in someone's memory.
I will build a custom Google Sheets lead follow-up system that turns overdue, due-today, and missing-date leads into one ranked action queue—so your team always knows who to contact next.
Every package includes:
• controlled statuses and priorities
• overdue, due-today, no-date, and closed-lead detection
• duplicate email warnings
• editable risk scoring
• a clear next action for each open lead
• 6 reusable follow-up templates
• setup guide and formula checks
Standard adds Google Form intake, a daily email digest for one owner, and a pipeline dashboard.
Advanced adds up to 5 owners, weekly summaries, an edit audit log, full Apps Script, and admin handoff.
You own the finished system in your Google account. This is not a hosted CRM and does not scrape leads, send bulk outreach, auto-message prospects, or guarantee sales.
Send your fields, pipeline stages, owner details, time zone, and a clean CSV/Sheet if data import is needed.
I will build a custom Google Sheets lead follow-up system that turns overdue, due-today, and missing-date leads into one ranked action queue—so your team always knows who to contact next.
Every package includes:
• controlled statuses and priorities
• overdue, due-today, no-date, and closed-lead detection
• duplicate email warnings
• editable risk scoring
• a clear next action for each open lead
• 6 reusable follow-up templates
• setup guide and formula checks
Standard adds Google Form intake, a daily email digest for one owner, and a pipeline dashboard.
Advanced adds up to 5 owners, weekly summaries, an edit audit log, full Apps Script, and admin handoff.
You own the finished system in your Google account. This is not a hosted CRM and does not scrape leads, send bulk outreach, auto-message prospects, or guarantee sales.
Send your fields, pipeline stages, owner details, time zone, and a clean CSV/Sheet if data import is needed.
Programming Languages
JavaScriptWhat's included
| Service Tiers |
Starter
$29
|
Standard
$60
|
Advanced
$120
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 4 days |
Number of Revisions | 1 | 2 | 3 |
Install Script | - | ||
Test Script | - | ||
Task Automation | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$15 - $40
Additional Revision
+$15
Additional pipeline
(+ 7 Days)
+$25
Additional 500 clean rows
(+ 5 Days)
+$15Frequently asked questions
About Yuta
Excel Automation & Japan Market Research | Native Japanese
Tokyo, Japan - 10:38 am local time
I am a native Japanese professional based in Japan, with five years of experience in the Industry Practice at Deloitte Tohmatsu Consulting LLC and approximately 80 completed projects across Japanese and international platforms.
I help clients turn scattered data, Japanese source material, and rough business files into clear, accurate, decision-ready deliverables.
My core services include:
■ Excel & Google Sheets
• KPI dashboards and management scorecards
• Data cleaning, restructuring, merging, and validation
• Formulas, PivotTables, Power Query, VBA, and Google Apps Script
• Automated weekly and monthly reporting
• Trackers, templates, exception queues, and operational tools
• CSV/PDF processing and recurring report generation
■ Japan Market Research
• Japanese company, competitor, product, and market research
• Research using Japanese-language public sources
• Evidence-led comparison tables and source ledgers
• Structured company and supplier lists with clear inclusion criteria
• English summaries of Japanese findings
• Research reports designed for practical business decisions
■ Business Documents & Localization
• PowerPoint presentations and executive-ready reports
• Word/PDF forms, manuals, SOPs, and templates
• Japanese-language proofreading and naturalness review
• English-to-Japanese business content localization
• Bilingual spreadsheets, reports, and presentation materials
I focus on practical outcomes rather than decoration alone. Every project is structured for accuracy, usability, and handoff, with clearly separated inputs, readable logic, quality checks, and concise documentation.
My typical process is:
1. Confirm the intended outcome and completion criteria
2. Review the available files, data, and source requirements
3. Build a clear structure or working prototype
4. Add formulas, automation, visuals, or research evidence
5. Test the completed deliverable using realistic scenarios
6. Provide editable source files and organized handoff notes
I work effectively through Upwork messages and can complete most projects asynchronously.
Send me your spreadsheet, research brief, presentation, document, Japanese source material, or a plain-language description of the problem. I will identify the simplest reliable way to turn it into a usable final deliverable.
Steps for completing your project
After purchasing the project, send requirements so Yuta can start the project.
Delivery time starts when Yuta receives requirements from you.
Yuta works on your project following the steps below.
Revisions may occur after the delivery date.
Scope lock
I review the required fields, pipeline stages, owners, risk rules, import file, and package limits. Any external integration is excluded or quoted separately before work begins.
Build the control system
I create the tracker, controls, follow-up states, duplicate guard, risk score, next-action logic, and ranked action queue.