Migrating from a Messy Spreadsheet to Leadsheet: A Practical Checklist
Before you touch migrating from a messy spreadsheet to LeadSheet, run through this checklist. Skipping a step here is the usual reason numbers don’t match later.
- Where leadsheet usually breaks first in a live account.
- What to check before assuming the tracking tool is at fault.
- The minimum setup that holds up once traffic or campaigns scale.
This is part of what we handle under LeadSheet at FunnelSheet. If this sounds like your setup, get in touch.