About the project
I have a product (selling physical goods).
I already have:
• an operator who answers calls;
• an advertiser who manages Google Ads;
• a client database from which I collect LTV;
• an understanding of what data I need every day.
I need a complete accounting system built in Google Sheets, so that it:
• automatically calculates results,
• automatically generates reports,
• provides the advertiser with advertising analytics,
• shows me finances, LTV, and efficiency,
• is understandable for the operator,
• works like a CRM, but without unnecessary features.
I need not just a "table executor," but a person who:
1. Listens to my structure and task.
I will explain what the product is, what roles are in the team, what data we collect, what is important for the advertiser, what is important for the operator and for me.
2. Suggests options for how to properly build the system.
The executor should be able to explain:
• what table structure he proposes,
• what sheets will be there,
• what will be automated,
• what will be visible to the advertiser, the operator, and me,
• how to connect everything together,
• how to avoid errors and duplicate data.
3. After approval — will create a turnkey CRM.
Will fully assemble the system in Google Sheets.