Articles

Referrals are gold. They’re warmer than cold leads, cheaper than ads, and more likely to convert. But whether they come from partners, clients, events, or your own network — referral leads still need one thing: Timely, personal follow-up. That’s where PostSheet + Google Sheets comes in. With this simple setup, you can follow up with…

When you’re delivering work to clients — reports, audits, strategy decks, onboarding guides, recommendations — presentation matters just as much as the content. You want it to look polished. Personalized. Branded. But most templating tools either: ❌ Take forever to format❌ Look too generic❌ Or don’t scale with your workload With PostSheet + Google Sheets,…

When you’re juggling multiple partners, vendors, or contractors — follow-up becomes a full-time job. Reminders for: ✅ Upcoming deadlines✅ Invoice submissions✅ Required documents✅ Check-ins or progress reports✅ Scheduling or coordination It adds up fast. And it’s easy to forget who you’ve messaged, when, and about what. With Google Sheets + PostSheet, you can send custom,…

If you’re in ops, you already know: half the job is making things run, and the other half is keeping people updated on how things are running. Reporting is essential — but also repetitive, time-consuming, and prone to errors if you’re copying numbers into email drafts every week. With PostSheet + Google Sheets, you can…

Donors don’t just want a receipt — they want to feel like their gift mattered. Whether you’re running a nonprofit, a fundraising campaign, or a personal giving initiative, how you say “thank you” matters. It’s not just a formality — it’s a critical moment to reinforce trust and build lasting relationships. With Google Sheets +…

Performance reviews and employee check-ins are essential — but they’re also notoriously time-consuming to manage, especially across growing teams. Templates get reused. Feedback gets generic. Follow-up falls through the cracks. With Google Sheets + PostSheet, you can send personalized, thoughtful internal reviews or check-in summaries in minutes — helping you streamline HR and ops without…

A smooth onboarding experience sets the tone for everything that follows. Whether you’re a SaaS startup, agency, coach, or course creator, that first email (or set of emails) after someone signs up, subscribes, or purchases is your chance to: ✅ Build trust✅ Set expectations✅ Share resources✅ Get people to take action With PostSheet + Google…

You hosted the event. Taught the course. Ran the training. Now it’s time to recognize the people who showed up and completed it. But creating and sending individual certificates? That’s usually a copy-paste nightmare. With PostSheet + Google Sheets, you can generate branded, personalized certificates in minutes — and send them automatically, with or without…