📱 Best Platforms
Etsy, Gumroad, Creative Market
📖 The Hustle
Build a Google Sheets CRM designed specifically for real estate agents managing 20-100 active leads. Include lead source tracking, follow-up reminder columns with conditional formatting, transaction milestone checklists (offer accepted, inspection, appraisal, closing), and commission calculators. Agents pay $50-200/month for CRM software. Your $25 one-time spreadsheet is a compelling alternative for newer agents watching their expenses.
🚀 First Step
Open Google Sheets and create columns for lead name, source, status, last contact date, next follow-up date, and a conditional formatting rule that highlights any row with a follow-up date past today in red.
🔑 Keys to Success
- Use Google Sheets' IMPORTRANGE function to let agents connect a separate 'Transaction Checklist' tab that feeds into the main dashboard
- Include a commission split calculator that handles common scenarios: 70/30 with cap, 100% after cap, team splits — real estate commission math is surprisingly complex
- Add sample data pre-filled in light gray so buyers can see exactly how the sheet works before they start typing
🛠 Tools & Resources: Google Sheets, Loom, Etsy, Gumroad, Canva (cover image)