They already used Excel to keep a list of people that they had quoted, which they needed to follow up on, but they required this list to do more. They entered the information, but the spreadsheet did nothing to help, other than store the data. This is part of their original spreadsheet below.
We created a new spreadsheet which would capture all of the details as before, but now also allows them to state how long until they need to follow up with each client, as well as to categorise clients as per their choice. The spreadsheet now reminds them when they needed to follow up with each client! The spreadsheet also uses the information to create a unique code for each enquiry.