Our agency's client feedback process was a mess until we switched to a simple spreadsheet system

About three months ago, we realized our team was losing track of client reviews across five different platforms like Google and Clutch. We were just using a shared doc that got messy fast. I set up a basic Google Sheet with columns for client name, project type, review date, rating, and a link to the source. Now every Monday, our account manager checks it and we have a clear list of who to ask for a review next. It cut our follow-up time in half. Has anyone else found a better tool for keeping this kind of stuff organized without it getting complicated?

2 comments

2 Comments

sandra69316d ago

So you're only checking the sheet once a week? We found that doing a quick look every couple of days (like Tuesday and Thursday) works way better for us. It stops the list from getting too long and makes the follow-up feel more timely to the client, you know?

davidcooper16d ago

Wait, you mean you didn't have a team of interns manually checking each site and sending carrier pigeons with the updates? Honestly, the fact that a simple spreadsheet is seen as a revolutionary system says a lot about how bad most of these "processes" start out.