so you've got yourself a Sheety Situation Pick a time, I’ll help

A company asked for an internal help desk. Not a flashy sales CRM. Their team takes orders on the phone. Before, it was too easy to lose track of who ordered what, and when.

We set up Google Sheets so customers and orders live in separate, linked places. We can see at a glance who’s ordered once versus who orders again and again. Automations make it straightforward to enter sales data without fighting the sheet.

On a call, someone can pull up a customer and confirm details in context, like whether their shipping address changed after a move, without digging through five tabs. The same flow pushes the right information toward shipping: there’s a shipping today view for what needs to go out: check it off when it’s done, and move on.

That’s what I mean by spreadsheets that match how you work: not a template dumped in your Drive, but wiring, views, and automations around your actual day.

A roofing supply company sells shingles, underlayment, and tools to contractors. Their sales team was finding new customers the slow way: referrals, trade shows, and cold calling whoever they could dig up. Meanwhile a national searchable directory listed thousands of roofing contractors, each with an email and a phone number right on the listing page. Every one of those contractors buys materials from somebody.

The problem: there was no master list and no export button. The only way in was a “find a roofer near me” ZIP code search with a 50-mile radius. Copying 2,000 listings by hand meant weeks of someone’s time, and the list would be stale the day it was finished. Their other options were paying a lead vendor per name, or buying a scraping tool and an outreach tool and wiring them together.

Here’s what I built instead, in three hours, inside one Google Sheet they already knew how to use:

• ZIP coverage. I solved the math first. I wrote an Apps Script that pulls Census data and picks the fewest ZIP codes whose 50-mile circles blanket the whole US. No guessing, no hand-picked list of cities.
• Scrape. I ran every ZIP through the search, then hit each listing page and pulled name, email, and phone into the sheet. I made it resumable: if it stops, they run it again and it picks up where it left off.
• Drip outreach. Over 2,000 leads. I put a personalized email template right in the sheet and gave them two ways to send: in bursts from a menu button, or on a drip, one email an hour from a trigger, spread over days, weeks, even months. I added pacing, deduping, and address validation so they get no spam flags and no burned domain.

We worked together for three hours total. Not a long engagement, not a retainer, not a project that dragged on for months. Three hours, and they walked away with a lead list that rebuilds itself, an outreach system that sends every day without anyone touching it, and no monthly software bill. Nobody on their team writes code. When they want a fresh pull, they open the sheet and click a menu. When they want to change the pitch, they edit a cell. Warm replies from roofers land in their inbox steadily, ready to work, instead of one giant blast.

If you’ve got a directory, a marketplace, an association site, or any “search near me” page full of the people you want to sell to, this is the kind of job I do. Bring the URL to the call. In the first hour we’ll know whether it’s a three-hour build or a thirty-minute one. Book a call. First hour is free.