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Google Sheets Cleanup & Organization for Customer Account Management
We’re looking for a detail-oriented, experienced spreadsheet professional to clean up and restructure a disorganized Google Sheet that’s currently being used to track our customer accounts, equipment, agreements, and ordering history. The sheet was intended to be a master list for our account management team, but it’s currently messy, inconsistent, and difficult to work from. We need someone who can step in, clean it up, and organize the data in a way that makes it clear, actionable, and easy to maintain. What’s in the sheet now: Customer names and details Equipment assigned Status of agreements Order history and last order dates Notes fields in various formats Duplicated and inconsistent entries What we need from you: Clean and deduplicate the data Create standardized columns and formatting Organize customers into clear, filterable views (e.g., active/inactive, by rep, by agreement status) Create an “at-a-glance” summary view for account managers Recommend or build simple automation (if appropriate) for updating or flagging accounts Ensure the sheet is easy to update going forward (formulas, dropdowns, formatting consistency) Ideal Skills: Advanced Google Sheets skills (filtering, formulas, lookups, etc.) Data cleanup and organization experience CRM/account management knowledge a plus Ability to work independently and proactively Strong communication skills We’ll share the existing sheet and context once the project starts. This is a one-time cleanup project, but could lead to future work if successful.