You will get Client Follow Up and Ops Dashboard System in Google Workspace
Project details
You are not looking for another dashboard that no one uses. You want a system that quietly keeps follow-ups on track, surfaces what matters this week, and frees you from living in your inbox and spreadsheets. That is exactly what this project delivers.
I design and build a tailored follow-up and operations dashboard system inside your existing Google Workspace. Leads and clients receive consistent, branded communication. Your team uses a single, transparent tracking sheet instead of scattered versions. You get a simple view of open work, upcoming dates, and items at risk, plus regular summaries that keep you informed in a few minutes, not an hour.
For over 20 years, I have integrated hundreds of systems and large, sensitive data sets that support tens of thousands of users. I enjoy turning a vision into reality, from idea to design, build, training, and handoff. In this project, I bring that enterprise-level discipline to your business so you get reliable automation, clear reporting, and a straightforward system your team can actually use.
I design and build a tailored follow-up and operations dashboard system inside your existing Google Workspace. Leads and clients receive consistent, branded communication. Your team uses a single, transparent tracking sheet instead of scattered versions. You get a simple view of open work, upcoming dates, and items at risk, plus regular summaries that keep you informed in a few minutes, not an hour.
For over 20 years, I have integrated hundreds of systems and large, sensitive data sets that support tens of thousands of users. I enjoy turning a vision into reality, from idea to design, build, training, and handoff. In this project, I bring that enterprise-level discipline to your business so you get reliable automation, clear reporting, and a straightforward system your team can actually use.
Programming Languages
PHP, JavaScript, PythonWhat's included
| Service Tiers |
Starter
$1,499
|
Standard
$3,499
|
Advanced
$5,999
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 21 days |
Number of Revisions | 1 | 3 | 5 |
Responsive Design | - | - | |
Editable Template | - | - | |
Email Testing | - | ||
Upload Template |
Optional add-ons
You can add these on the next page.
Simple API Integration
(+ 5 Days)
+$899
Additional Training Sessions
(+ 1 Day)
+$399
Additional workflow
(+ 3 Days)
+$799Frequently asked questions
About Michael
Technology Strategy & Automation | Microsoft, Google, and AI
Murrieta, United States - 1:48 am local time
On Upwork, I help organizations make better use of the systems and data they already have. That can mean untangling messy reporting, mapping and improving processes, or designing simple automations that give people time back in their day. I’m comfortable working across Microsoft 365, Google Workspace, and a mix of databases, web tools, and modern AI assistants like Copilot, ChatGPT, and Gemini.
Typical ways I can help include:
- Reviewing your current tools and workflows and recommending practical, staged improvements
- Designing or improving reports and dashboards so leaders can see what they need at a glance
- Creating or documenting processes that improve data quality and reduce rework
- Building light automations to move data between systems or streamline repetitive tasks
- Advising on responsible AI and modern workplace usage so your team gets real value, not just more complexity
In my full-time role, I focus on organizational change, technology strategy, and staff development; on Upwork, I bring that same mindset to smaller teams and projects. I communicate in plain language, set clear expectations, and aim to leave you with solutions your team can understand, maintain, and build on.
Steps for completing your project
After purchasing the project, send requirements so Michael can start the project.
Delivery time starts when Michael receives requirements from you.
Michael works on your project following the steps below.
Revisions may occur after the delivery date.
Review your current process and data
I review your tracking sheets, reports, and goals, then confirm the flows we will focus on, such as new leads, client onboarding, or project follow-up, so the system is built around what matters most to you.
Design tracking sheet, emails, and dashboard
I design or clean the main tracking sheet, set up the automated emails and summaries, and build a clear dashboard view so you can see key numbers, upcoming dates, and items that need attention each week.