Track
One person creates a sheet to keep important work organized.
A Terrabbit Consulting initiative
Every spreadsheet
wants to become
a system.
The moment a spreadsheet becomes critical to how your business runs, it is no longer just a spreadsheet. It is an early version of a business system.
growth_tracker_final_v12.xlsx
OWNERSTATUSNEXT STEP
SalesFOLLOW UPSend proposal
OpsAPPROVEDSchedule team
???WAITINGCheck with Sam
SPREADSHEET → PROCESS → WORKFLOW → SYSTEM → GROWTH
The natural evolution
It usually starts
with a simple table.
Share
The team begins using it, adding columns, tabs and workarounds.
Depend
The sheet becomes essential. Decisions and customer work rely on it.
Systemize
The process becomes structured, connected and ready to scale.
The tipping point
Your spreadsheet
is asking for help.
These are not spreadsheet problems. They are signals that a valuable business process has outgrown its container.
01
Only one person really understands it
↗02
Versions are shared through email or chat
↗03
Updates are copied between multiple sheets
↗04
Reporting takes longer than the work itself
↗05
New team members need a guided tour
↗06
A missed row can become a missed customer
↗ What changes
Structure creates
room to grow.
The goal is not to replace a spreadsheet because spreadsheets are bad. It is to preserve the process that made it useful, then build the structure it needs next.
◎
One source of truth
Give every team the same current information, without wondering which file is right.
⇄
A repeatable workflow
Turn tribal knowledge into clear steps, ownership, reminders and approvals.
↗
A foundation for growth
Add people, volume and automation without adding the same amount of overhead.
Our approach
Start with the
process.
Not the platform.
Before choosing technology, we understand what the spreadsheet is helping your people accomplish.
Discover
Walk through the current spreadsheet, the people around it and the decisions it supports.
Structure
Define the workflow, ownership, rules, handoffs and information that matter.
Design
Shape a scalable system around the way the business needs to operate.
Build
Implement the right solution. When Salesforce fits, Terrabbit can take it from design through support.
Start the conversation
Show us the spreadsheet
your business runs on.
No platform pitch. No pressure to replace what works. Just a practical conversation about the process, where it is getting stuck and what the next version could look like.
30
minutes to map the
first opportunity