How to Use PostSheet to Power a Lightweight CRM for One-to-One Follow-Up

You don’t always need Salesforce.
Sometimes, you just need a list of people, some notes, and a fast way to follow up.

That’s where Google Sheets + PostSheet becomes your secret weapon: a lightweight CRM that helps you send thoughtful, personal 1:1 follow-ups at scale — with zero bloat, and 100% control.

Perfect for founders, solo sellers, consultants, community managers, and anyone juggling dozens of conversations.

Let’s break it down.

💡 Why a Lightweight CRM Might Be All You Need

Big CRMs are great… when you have full RevOps, workflows, and deal stages.

But if you just need to:

✅ Track who you’ve talked to
✅ Send follow-ups
✅ Keep notes and next steps
✅ Stay consistent

…a spreadsheet + PostSheet does the job beautifully.

📋 Step 1: Build Your CRM Sheet in Google Sheets

Your sheet becomes the command center for every contact.

NameEmailCompanyLast TouchedFollow-Up ReasonCustom MessageCTA LinkFollow-Up Date
Jamie Wongjamie@email.comAcme Co.2025-04-20Asked about integrations“New Zapier connector is live!”link.com/zapier-demo2025-05-12
Alex Riveraalex@email.comBolt Studio2025-04-17Delayed contract“Still interested in Q2?”link.com/proposal-rev22025-05-13

Optional: status, tags, deal size, notes, source, owner

✉️ Step 2: Create a Personalized Follow-Up Template in PostSheet

Make your email feel personal and easy to respond to — no templates that sound like templates.

Example:

css

Copy

Subject: Quick follow-up re: {{Follow-Up Reason}}

Hi {{Name}},

Just circling back on our last conversation — wanted to follow up about **{{Follow-Up Reason}}**.

{{#Custom Message}}  

{{Custom Message}}  

{{/Custom Message}}

👉 Here’s the link if you want to revisit it: {{CTA Link}}

Let me know if you have any questions or want to pick this back up. No pressure either way!

– [Your Name]

Keep it human, helpful, and light-touch.

🚀 Step 3: Filter + Send Your Follow-Ups with PostSheet

Once your sheet is updated:

  1. Filter by Follow-Up Date = Today (or overdue)
  2. Connect to PostSheet
  3. Map fields like {{Follow-Up Reason}}, {{Custom Message}}, {{CTA Link}}
  4. Preview — edit specific messages for VIPs
  5. Send — then update Last Touched and set a new Follow-Up Date if needed

Track everything right in your sheet. No dashboards required.

🔁 Bonus: Build a Weekly Follow-Up Rhythm

Each week, check for:

  • Unreplied messages
  • Stalled deals
  • Leads from events
  • People who “ghosted” after interest
  • Old contacts worth reviving

You can build columns for “Follow-Up Stage” or “Last Outcome” and customize emails accordingly.

🧠 Who This Works Great For

  • 🧑‍💼 Founder-led sales
  • 📩 Freelancers or agency owners
  • 🤝 Partnership managers
  • 🧠 Community leads / cohort-based programs
  • 💬 Customer success or onboarding
  • 🧾 Investors, advisors, and connectors

Basically: anyone who builds relationships via email.

✅ Why PostSheet Works as a Simple CRM

ProblemPostSheet Solution
CRMs are overkill for basic follow-up✅ Use Sheets + email templates instead
Hard to personalize at scale✅ Merge fields with full preview control
Losing track of convos✅ Filter by follow-up date and outcome
Too much admin time✅ Send 20+ follow-ups in minutes
Want to stay consistent✅ Weekly rhythm, one sheet, zero chaos

You get the power of a CRM — without needing one.

💬 Final Thoughts: Simple Systems Win

Great follow-up isn’t about automation.
It’s about consistency and care — showing up with the right message at the right time.

PostSheet + Google Sheets gives you the system to do exactly that.

Try it free →
Turn your spreadsheet into a lightweight CRM with PostSheet

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