Customer Data Entry & Scheduling Assistant
Budget: ₹400 – ₹750 INR
I have an urgent backlog of customer records that must be entered, checked, and organised, plus a calendar that needs those same customers booked in for follow-ups. The work is split into two clear streams.
First, you’ll pull details from intake forms, chat logs, and PDFs and enter them into Google Sheets and, when required, directly into HubSpot. Accuracy matters: every name, phone number, and note has to match the source document, and duplicates must be flagged, not added.
Second, you’ll open my Google Calendar, create events for each new or updated customer, set the correct time zone, add a reminder, and label the entry by customer status so I can see at a glance who’s confirmed and who still needs a call.
Because this information includes personal data, all edits happen inside the shared drive; nothing should be stored locally. I’ll provide reader permissions first, then editor access once you’re comfortable with the workflow.
Deliverables
• Updated customer spreadsheet or CRM record with 100 % field completion
• Calendar fully synced with those customers’ appointments, colour-coded and confirmed
Everything needs to be wrapped up as soon as possible—ideally within the next few days—so tell me how quickly you can dive in. Familiarity with Google Workspace, Excel-level shortcuts, and HubSpot (or comparable CRM) will help you hit the ground running. If later on you can also handle email triage, great, but right now the priority is clean customer data and a tidy schedule.
First, you’ll pull details from intake forms, chat logs, and PDFs and enter them into Google Sheets and, when required, directly into HubSpot. Accuracy matters: every name, phone number, and note has to match the source document, and duplicates must be flagged, not added.
Second, you’ll open my Google Calendar, create events for each new or updated customer, set the correct time zone, add a reminder, and label the entry by customer status so I can see at a glance who’s confirmed and who still needs a call.
Because this information includes personal data, all edits happen inside the shared drive; nothing should be stored locally. I’ll provide reader permissions first, then editor access once you’re comfortable with the workflow.
Deliverables
• Updated customer spreadsheet or CRM record with 100 % field completion
• Calendar fully synced with those customers’ appointments, colour-coded and confirmed
Everything needs to be wrapped up as soon as possible—ideally within the next few days—so tell me how quickly you can dive in. Familiarity with Google Workspace, Excel-level shortcuts, and HubSpot (or comparable CRM) will help you hit the ground running. If later on you can also handle email triage, great, but right now the priority is clean customer data and a tidy schedule.