Category: Tips
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Using PostSheet for Personalized Referral Follow-Ups

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…
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How to Use PostSheet for Branded Client Deliverables (That Don’t Feel Templated)

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,…
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How to Use PostSheet to Send Custom Reminders to Partners, Vendors, or Contractors

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,…