Google Sheets

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Templates that use it

• Morning call list with decision makers and call notes: The 20 best clinics to call today, with the owner or director, in a sheet.
• New businesses routed by size: key accounts to Slack, the rest to a sheet: New businesses scored and routed by size: the established ones to key accounts, the rest to inside sales.
• Best-rated suppliers near me: The best-rated restaurant suppliers near you, scored from how buyers rate them.
• Neighbourhood facts and a blurb for every listing in my sheet: Add a listing to a sheet and get its neighbourhood facts and a walkability score.
• Monthly outlet census of my city: Every food outlet in your city, by channel, the ones not in your CRM, every month.
• Find distributors in a new country: Wholesalers and distributors in a new country, scored as partners.
• Best neighbourhoods to target ads around a store: The 20 blocks with the most adults around each store, for your ad targeting.
• Cross-promotion partners around a client’s shop: Businesses around a client's shop that share its customers, each with a partnership message.
• Universities and colleges for graduate hiring: Universities and colleges with who to contact, for graduate hiring.
• Children per school, block by block: Children per school in every block of the city, the most crowded first.
• Market size of a category across cities: Every coffee shop in five cities, counted and summarised every month.
• Monthly hiring index for a sector: A monthly hiring index for a sector across cities.
• Port activity snapshot: A daily snapshot of port activity: ships by type, moving or waiting.
• Demographic profile of each city: The demographic profile of each city, compared, every quarter.
• Competitor density around each site: People per competitor around each of your sites, ranked.
• Expansion committee pack, every month: A monthly expansion committee pack: every block scored, the best 20 investigated, approved, mapped.
• Where to build student housing: Universities with the fewest student residences nearby, screened by an AI agent, approved by you, then HubSpot deals.
• New outlets, graded and routed to each rep: New outlets graded, researched and routed to the nearest rep, with what to pitch at each.
• Market entry study, refreshed monthly: A market entry study refreshed every month: size, chains, demand, the best areas and the risks.
• Rating scorecard for my clinics: A weekly rating scorecard of each of your clinics, the weakest first.
• Independent dental clinics to call, every weekday: Independent dental clinics with a phone or website, new ones only, straight into your call sheet.
• Visit plans for my medical reps, by an AI agent: An AI agent prepares a three-line plan for every practice your reps visit this week.
• Well-rated clinics for my referral list: The best-rated clinics and urgent care in your city, kept up to date in one sheet.
• Tour and attraction partners near my hotels: The best tours and attractions near each hotel, with a partnership pitch ready to send.

And 137 more in the template gallery.

Stories with it

• Three days’ warning before the wind (Event catering)
• Every cake order answered while she bakes (Home bakery)
• Water on the shelves before the heat arrives (Supermarkets)
• Two hundred dealers, checked every Sunday night (Luxury watches)
• Three van routes ready before the pierogi cool (Food maker)
• One clean prospect list, every shop once (Organic cosmetics)
• Every building site checked from space before payday (Property development)
• The tutoring school that answers parents at midnight (Tutoring)
• The evidence that got a school its crossing (Primary school)
• Drivers in place before the storm breaks (Ride services)
• Six drivers, fair shares, no door twice (Local delivery)
• Every tower filled before the floods (Mobile networks)

Industries that use it

B2B sales · Retail & franchise · Restaurants & cafes · Real estate · FMCG & distribution · Marketing & agencies · Recruiting & staffing · Logistics & delivery · Government & cities · Investors & consultants · Healthcare & pharma · Hotels & tourism · Banking & lending · Energy & EV · Construction & facilities · Telecom · Automotive & mobility · Education & training · Agriculture & food supply · Fitness, beauty & wellness · Law & professional services · Media & publishing · Events & venues · Non-profits & humanitarian · Security & emergency services · Environment & climate · Ports & shipping · E-commerce & D2C · Manufacturing & industrial · Software & tech · Sports clubs & leagues · Pet care & veterinary · Home services & trades · Food delivery & quick commerce · Airports & aviation · Mining, oil & gas · Public transport · Water & waste utilities · Insurance · Fishing & aquaculture