How to Build a Lead Nurture Funnel with Google Sheets and PostSheet

Getting leads is one thing. Turning them into customers? That’s where the real challenge lies.

If your follow-ups are scattered, inconsistent, or (let’s be honest) nonexistent, you’re leaving revenue on the table. What you need is a lead nurture funnel — a simple, automated system that keeps your leads warm and moving forward.

The best part? You don’t need a fancy CRM or expensive marketing automation software. With just Google Sheets + PostSheet, you can build a lead nurture funnel that’s lightweight, personal, and scalable.

Let’s break it down.


What Is a Lead Nurture Funnel?

A lead nurture funnel is the process of guiding a prospect from interest to action — typically through a series of relevant, timely, and personalized messages.

The goal? Keep leads engaged and build trust over time until they’re ready to take the next step (like booking a call or starting a trial).

A basic nurture funnel includes:

  1. Initial Outreach
  2. Follow-up Email(s)
  3. Value-Add or Resource Email
  4. Social Proof or Case Study
  5. Final Call to Action

And when automated properly, it works like a charm.


Step 1: Set Up Your Google Sheet

Start by creating a spreadsheet that holds your leads and key info. Here’s a simple structure:

EmailFirst NameCompanyStatusLast ContactedFunnel Stage
jane@example.comJaneAcme Co.Interested2025-03-25Initial
mike@example.comMikeBolt TechOpened2025-03-26Value Email

Include columns that track where each lead is in the funnel. You can manually update it or use filters/rules to move leads through stages.


Step 2: Create Your Email Templates in PostSheet

You’ll need a few different email templates for each stage of the funnel. Keep them short, relevant, and personalized with tags like {{First Name}}, {{Company}}, or {{Pain Point}}.

Example Templates:

Initial Outreach:

“Hi {{First Name}}, I came across {{Company}} and thought I’d reach out. We help teams like yours save time with simple email automation. Want to hear how?”

Value Add / Resource:

“Hi {{First Name}}, just wanted to share a quick resource — a free guide on automating follow-ups (no tech skills needed). Thought it might be helpful for {{Company}}.”

Case Study / Social Proof:

“We recently helped another company in {{Industry}} save 5+ hours/week using PostSheet. Want to see how we did it?”

Final Nudge:

“Just circling back one last time. Still interested in streamlining your outreach at {{Company}}? Happy to help or point you to a resource.”

These are all templates you can create once in PostSheet and reuse across hundreds of leads.


Step 3: Automate Campaigns by Funnel Stage

Once your templates are ready, use your spreadsheet filters to segment leads by funnel stage:

  • Leads in “Initial” stage → Send the intro email
  • Leads in “Value Email” stage → Send the guide or article
  • Leads who haven’t replied in a week → Send a gentle nudge

In PostSheet:

  1. Connect your spreadsheet
  2. Filter by Funnel Stage
  3. Select the matching email template
  4. Schedule the sends (or send immediately)

Each batch is customized, timely, and totally automated.


Step 4: Track Engagement and Move Leads Forward

PostSheet gives you basic analytics like opens, clicks, and replies — so you can track what’s working.

You can update the Status and Funnel Stage columns in your Google Sheet based on this data:

  • If someone opens but doesn’t reply → Move to “Value Email” stage
  • If they reply → Move to “Booked” or “Interested”
  • If no engagement after 3 emails → Move to “Archived”

Simple rules, powerful results.


Step 5: Repeat and Refine

Once you have your funnel built, you can tweak the timing, content, and stages based on what works best.

You might decide to add:

  • A re-engagement sequence for cold leads
  • A webinar invite as a value-add
  • A personalized video in the middle of the funnel

Your Google Sheet becomes the central hub — and PostSheet is your delivery engine.


Why This Works (Even Better Than Fancy Tools)

✅ No expensive marketing software
✅ No steep learning curve
✅ Full control over timing and messaging
✅ Personalized emails that feel 1:1
✅ Easily scalable across dozens or hundreds of leads

Most importantly, it helps you stay consistent. No more “oops, I forgot to follow up.”


Final Thoughts: Turn Your Spreadsheet Into a Sales Machine

If your leads live in Google Sheets, you already have what you need to build a simple but powerful lead nurture funnel. PostSheet helps you automate that journey — without losing the personal touch.

And once it’s set up? You’ll never have to ask “Did I follow up with that lead?” again.

Ready to build your funnel?
Try PostSheet for free and start nurturing smarter →

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