Category

GOOGLE SPREADSHEETS
Project goal: Automate the financial tracking and reporting process for a digital agency.
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Project goal: To create an automated system for calculating tour costs. What was done: Organized all tour information and pricing into one database, with the ability to track price history.
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Project goal: Accelerate the preparation of initial proposals for clients by building a Safari Sales Calculator system managed by a specialized team.
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Project goal: Automate the system for checking hotel availability for tours. What was done: Developed a Google Sheet that automatically populates with all hotels needing booking after tour confirmation.
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Project goal: Create an efficient system for generating and reusing tour calculations. What was done: Developed an automated Google Sheet for each agent to create Safari Sales Calculator templates.
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Project goal: To develop a system for analyzing lead movement through the sales funnel to improve lead processing efficiency. What was done: Created a Google Sheet that automatically pulls information on lead movement through pipelines and stages in AMO CRM.
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Project goal: To develop an automated system for managing client emails. What was done: Created a system of email templates based on the stage the customer is in.
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Project goal: To create an automated system that tracks genetic age using blood analysis. What was done: We built a set of connected Google Sheets to help the logistics team, lab, and managers work together. This system organized everything from receiving orders to shipping tests, conducting lab work, and delivering reports.
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Project goal: Create an automated tool for calculating tour costs, considering all activities and additional expenses. Built a database that includes all activities, hotels, and extra expenses with prices, allowing for historical price tracking. Changes only apply to new SSCs.
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Project goal: Ensure automated collection of tourist data and its integration into tour booking documents. Completed tasks: Developed tourist survey forms using Typeform with unique links generated automatically by the system.
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