How Realtors Can Use Google Sheets to Organize Content, Leads, and Life
Feeling overwhelmed by content, leads, and marketing ideas scattered everywhere?
In this episode, Katie breaks down why Google Sheets is one of her favorite tools for staying organized without making content feel like a second full-time job. Inspired by a recent live class inside the #GetSocialSmart Academy, Katie shares practical ways real estate professionals and entrepreneurs can use Google Sheets as a simple, flexible “marketing home base.”
You’ll hear why you do not need to love spreadsheets to benefit from them, how Google Sheets can replace scattered notes and guesswork, and how staying organized can help you stay consistent without posting every day.
In this episode, you’ll learn:
- Why Google Sheets is a powerful (and free) organization tool for busy professionals
- How to use Google Sheets for content planning, batching, and marketing calendars
- Simple ways to track leads and follow-ups without a complicated CRM
- How to manage open houses, events, and client experiences in one place
- Ideas for using Google Sheets for productivity, market data, and collaboration
- Common mistakes to avoid when setting up your sheets
Katie also shares details about the full Google Sheets for Content Organization class, which includes step-by-step training, slides, and bonus templates like a 12-month content plan, buyer and seller lead trackers, and a Google Sheets cheat sheet.
Helpful links & resources:
- Access the full Google Sheets class (included for #GetSocialSmart Academy members)
- Join the #GetSocialSmart Academy for weekly Coffee With Katie trainings, community Zooms, and masterclasses
- Request a fun sticker pack via the link here or email katie@katielance.com
- Let's connect on Instagram @katielance
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