Commercial Lead Research & Data Management

Built a Google Sheets-based lead tracking system for commercial roofing prospects within a 50-mile radius, filtered by property age (20+ years) and value (250K+, 20K+ sqft). Tracks contact info, VA assignment, call status, and outcome notes for each lead. Cross-referenced with property ownership records including lender history, purchase dates/amounts, and listing status pulled from public property data sources — enabling targeted outreach based on verified property and ownership details.

Enriched property dataset — ownership, lender records, purchase history, and listing data for lead verification.

I managed lead information using spreadsheets and CRM-based workflows, ensuring that contact details, property records, lead status, and call outcomes were accurately documented and updated. I also recorded important notes from conversations, tracked follow-up requirements, and maintained clean, organized data for the sales team.

Through accurate data management and lead tracking, I helped improve the efficiency of the outreach process, allowing the team to focus on qualified prospects and better manage their sales pipeline.

Lead outreach tracker — contact info, VA assignment, call status, and notes for filtered commercial roofing prospects.