Category: Tips
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How to Use PostSheet to Deliver Custom Lead Lists or Reports to Clients

If you’re in lead generation, recruiting, sales development, or any kind of client services — you’ve probably been here: “Can you send us an updated lead list by Friday?”“Where’s the latest report?”“This file doesn’t have our filters applied…” Creating and delivering custom lists manually takes time. And doing it well — formatted nicely, personalized, and…
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Using PostSheet to Power Partner Communication & Co-Marketing Campaigns

Partner marketing is one of the most powerful (and underused) growth levers out there. But managing those relationships? ✅ Custom updates✅ Shared campaigns✅ Deal registration✅ Content collaboration✅ Co-branded assets… It gets messy fast. With Google Sheets + PostSheet, you can run personalized, professional partner communication at scale — keeping your ecosystem engaged, informed, and excited…
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How to Use PostSheet for Micro-Surveys and Feedback Collection

Need quick feedback from customers, teammates, students, or event attendees? You don’t always need a big survey platform. Sometimes, a short, well-timed, personalized message is all it takes to get valuable insights. With Google Sheets + PostSheet, you can send simple, targeted micro-surveys that feel like a personal check-in — not a corporate feedback request.…