🧭 Context & Background

• Industry: Real Estate / Land Investment
• Scale: Small real estate investment business with a lead database of approximately 800 contacts.
• Initial Processes: Leads who were interested in buying land in specific states were stored in Google Sheets. When new land became available, the investor had to manually search the spreadsheet to find people interested in that state and send emails manually.
• Existing Tools: Google Sheets, Email (Gmail), basic data tracking spreadsheets.

❗ Problem Statement

• The business had a large database of potential land buyers stored in Google Sheets.
• There was no efficient system to match new land listings with the right leads based on the state they were interested in.
• The investor had to manually search through hundreds of contacts to find relevant buyers when new land became available.
• This manual process was time-consuming and inefficient.
• Because of slow manual searching, some potential buyers were not contacted in time.
• This led to missed sales opportunities and inconsistent communication with leads.
• The business needed a system that would automatically match new land listings with relevant leads and send notifications without manual work.

💡 Solution

• Organized lead database and land listings database in Google Sheets.
• Built an automation system to match new land listings with leads based on the state of interest.
• Automated email notifications to relevant leads when new land became available.
• Created a system to track contacted leads and maintain an organized database.
• Eliminated manual lead searching and manual email outreach.