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Agency Lead Extraction Playbook (Gmail Edition)

Agencies juggle dozens of client inboxes. This playbook shows how to use Mail2Sheets to consolidate every warm lead into one shared sheet, dedupe it, and hand it to your SDRs.

Steps

1. Connect each Gmail or Google Workspace account.
2. Run Mail2Sheets weekly so new contacts go into the master sheet.
3. Use the built-in dedupe (latest email wins) to keep the list clean.
4. Share the Sheet with your SDR team or push it into your CRM.

Pro tips

• Tag rows by client or campaign in an extra column.
• Use conditional formatting to highlight contacts without phone numbers.
• Schedule a reminder to rerun Mail2Sheets at the end of every sprint.

Start the playbook now.