TQS - Week 2 Outline

W2 - TQS, Challenge, Create a Pipeline, 8-29-25 🚀

Objective

This SOP outlines the steps to create a customer journey using Google Sheets, enabling team members to visualize and manage their customer interactions effectively.

Key Steps

Step 1: Access Google Drive 19:03

Open your Gmail account.

Click on the 3x3 grid icon in the top right corner to access Google Apps.

Select 'Drive' to open Google Drive.

Step 2: Create a New Folder 6:07

In Google Drive, click on 'My Drive'.

Select 'New' and then 'Folder' to create a new folder for your customer journey.

Step 3: Create a New Google Sheet 8:30

Inside your new folder, click on 'New' again.

Select 'Google Sheets' to create a new spreadsheet.

Step 4: Outline Customer Journey Stages 9:06

In the first column, outline the stages of your customer journey (e.g., Prospects, Reached Out, Form Submitted, etc.).

Use the drag feature to fill in sequential stages.

Step 5: Format Your Spreadsheet 9:46

Center align the text in your columns.

Adjust column widths to fit the titles.

Step 6: Add Customer Information 12:14

Create a new worksheet within the same Google Sheet for customer details.

Include columns for First Name, Last Name, Phone Number, Email, etc.

Step 7: Use Freezing Feature 17:29

To keep your headers visible while scrolling, go to 'View' > 'Freeze' and select the number of rows or columns to freeze.

Step 8: Save and Title Your Sheet 21:14

Click on the title box at the top left of the Google Sheet.

Enter a title for your sheet (e.g., 'Customer Journey') and hit 'Return'.

Step 9: Create a Sales Pipeline 01:00:34

In the CRM, navigate to 'Opportunities' and click on 'Pipelines'.

Click 'Create New Pipeline' and name it according to your program.

Step 10: Add Stages to Your Pipeline 01:00:44

Add stages to your pipeline based on your customer journey (e.g., Prospects, Reached Out, etc.).

Click 'Save' to finalize your pipeline.

Cautionary Notes

Ensure that you have a stable internet connection while working on Google Sheets and the CRM.

Regularly save your work to avoid losing any data.

Tips for Efficiency

Use keyboard shortcuts like 'Ctrl + A' (Windows) or 'Command + A' (Mac) to select all text quickly.

Organize your Google Drive with clear folder names for easy access to your customer journey sheets.

Link to Video

https://loom.com/share/c62b44de0ff04df19990d597d32dcfb6