Our agency's client feedback process was a mess until we switched to a simple spreadsheet system

About three months ago, we realized our team was losing track of client reviews across five different platforms like Google and Clutch. We were just using a shared doc that got messy fast. I set up a basic Google Sheet with columns for client name, project type, review date, rating, and a link to the source. Now every Monday, our account manager checks it and we have a clear list of who to ask for a review next. It cut our follow-up time in half. Has anyone else found a better tool for keeping this kind of stuff organized without it getting complicated?

3 comments

3 Comments

sandra6932mo ago

So you're only checking the sheet once a week? We found that doing a quick look every couple of days (like Tuesday and Thursday) works way better for us. It stops the list from getting too long and makes the follow-up feel more timely to the client, you know?

davidcooper2mo ago

Wait, you mean you didn't have a team of interns manually checking each site and sending carrier pigeons with the updates? Honestly, the fact that a simple spreadsheet is seen as a revolutionary system says a lot about how bad most of these "processes" start out.

hall.charles1mo ago

Forget the spreadsheet itself, the real win is getting everyone to actually open it and follow the same steps. I've seen teams where half the people just wing it because the system feels like extra work. The tool is simple, but the agreement to use it is the hard part.