Field notes
Notes from
the messy-spreadsheet trenches.
Practical guides on cleaning lead lists, tracking sales follow-ups, and the small operational moves that stop leads falling through the cracks.
May 14, 2026 · 9 min read
How to clean a messy lead list: the 7-step playbook small sales teams actually use
A practical, repeatable workflow for turning a chaotic CSV of inbound leads into a clean, deduplicated, follow-up-ready list — with the formulas, gotchas, and AI shortcuts that save you the afternoon you'd otherwise lose to it.
Read articleMay 14, 2026 · 8 min read
How to track sales follow-ups without a CRM (and stop leaks before they cost you a deal)
Most leads don't go cold because the product was wrong — they go cold because nobody remembered to follow up. Here's the no-CRM playbook small sales teams use to log every touch, set the right next step, and surface anyone going quiet before the deal slips.
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