Track where your leads come from in Google Sheets — and catch the ones going cold
Short answer
If each lead has a source column in Google Sheets, a scheduled Make scenario can count leads by source every Sunday and send this week against last week to Telegram, while a daily check flags open leads untouched for 7 days. Lock the source column to a fixed list first — "FB" and "Facebook" count as two sources — and look at four to six weeks before moving budget.
A weekly count of leads by source beside last week, plus a daily alert for leads untouched for 7 days. Two free Make blueprints and the sheet columns.
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Every client who pays for ads eventually asks the same question: is it working? The answer is usually already in the leads sheet — every lead has a source column — but nobody counts it by source every week, so budget decisions are made on a feeling. The second leak sits in the same sheet: leads that came in warm, got one call and an "I will get back to you", and then stopped moving.
Both are fixed by reading the sheet on a schedule. No CRM, no new platform: Make, the Google Sheet you already have, and one Telegram message.
Leads by source, every Sunday
Every Sunday: leads by source → one message with the change from last week
Which source brings the leads? Every Sunday one Telegram message lists this week's leads per source (website, Facebook, referral) beside last week's.
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How the count works
- Every Sunday at 08:00 Make reads the leads logged in the last 7 days, and separately the 7 days before.
- It counts each source — website, Facebook, referral — in both weeks.
- One Telegram message lists each source with this week against last week, and the total.
The column that makes or breaks it
The report is only as good as the source column. "FB", "Facebook" and "facebook ads" are three different sources to a counter. Before trusting any number, lock the column to a fixed list with data validation in Google Sheets, and make the website form write the source itself instead of a person typing it.
Then give it time. Three leads against five in one week is not a trend. Look at four to six weeks before moving budget between sources.
Open leads nobody touched in a week
A lead untouched for 7 days → an alert to the salesperson, not the client
Every morning, each open lead not updated for a week surfaces in one list: name, source, owner, days quiet. The lead gets nothing — the owner does.
The alert goes to the salesperson or the team chat, never to the lead. It depends on a "last update" column: if people do not touch it after a call, an active lead looks stuck. Let the sheet stamp the date on edit, or accept some noise.
And the meetings those leads book
Once a lead books a meeting, the next leak is the no-show. A reminder the day before, with a "can't make it" link, turns most no-shows into reschedules.
A meeting tomorrow → a reminder 24 hours ahead, with a "can't make it" link
A no-show is a slot nobody could refill. Every morning, each of tomorrow's meetings gets a reminder email with the time and a "can't make it" link.
Before you switch them on
Point the Telegram messages at your own chat for the first week and compare them with the sheet by hand. When the numbers match twice in a row, move them to the team.
Related guides
Next step
All automations →
BOOKING LOGBooking form → meetings sheet → confirmation email. Feeds the no-show reminder
A booking arrives and nobody confirms it. A Tally form writes the meeting to the sheet, emails the client a confirmation and pings you on Telegram.
AUTO WELCOMENew client → welcome email → onboarding checklist → alert
A client signs and hears nothing until someone is free. On signing, they get an email saying what comes next, a checklist opens and the team is alerted.
QUOTE FOLLOW-UPQuote unanswered for 3 days → one follow-up, automatic
Every quote sent and unanswered within three days gets one short follow-up email, and the consultant gets an alert. Nothing to remember, nobody to chase.
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