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Using Reddit to Generate Leads While Sharing Expertise in Excel

Writer: YannickYannick

When it comes to finding leads and building credibility, Reddit might not be the first platform that comes to mind. However, if approached strategically, it can be an invaluable tool for connecting with small to medium-sized businesses (SMBs) and showcasing your expertise. Here’s how leveraging Reddit—alongside your Excel know-how—can not only help others but also open doors for potential leads.




Why Reddit?

Reddit is a platform where users ask questions, share experiences, and seek solutions across countless topics. Subreddits like r/excel, r/smallbusiness, and r/dataanalysis are buzzing with people looking for help. By contributing thoughtful solutions, you’re not only helping individuals but also positioning yourself as an expert in your field.


Why Excel?

For SMBs, investing in robust Workforce Management (WFM) or data analysis tools can feel like overkill in the early stages. Excel bridges this gap as an affordable and highly flexible solution. By assisting users with Excel-related problems, you’re targeting businesses that might later need your services but aren’t yet ready for larger investments.


How to Help Without Overpromoting

The key to Reddit success lies in being genuinely helpful without blatant self-promotion. Focus on solving problems for free, especially ones that SMBs might encounter:

  • Simple Questions:

    • “How do I protect my workbook?” You can guide users through Excel’s built-in “Protect Workbook” feature, explaining how it secures data from accidental changes.

    • “How do I count specific words for a pie chart?” Explain how to use the COUNTIF function to tally instances of a specific word, turning those values into visual charts.

  • Advanced Questions:

    • “I have a timesheet for employees and want to count how many employees are available during six timeslots, even when shifts span multiple slots.” You could provide an adjusted template with start and end times in separate columns. Suggest using a formula to calculate overlap with each timeslot, while sharing a personal observation: When the end time was set to 00:00, Excel wouldn’t count it correctly—likely because it doesn’t handle midnight as expected. Using 23:59 instead seemed to fix the issue. If anyone has a better solution, I’d love to hear it!




What’s in It for You?

Helping Reddit users for free has several benefits:

  • Visibility: Active participation in relevant subreddits gets your name noticed by people who need Excel or business optimization help.

  • Trust Building: By genuinely solving problems without asking for anything in return, you establish credibility and goodwill.

  • Business Opportunities: When questions indicate a business context, such as “How do I track leads in Excel?” or “How can I create a workload forecast?”, politely mention your website and invite them to check it out if they need professional assistance.

For instance:

“If this is for your business and you’re looking for more advanced or scalable solutions, feel free to check out CX Orbit. I specialize in optimizing workflows and data analysis for SMBs.”

Helping for Personal Questions

Not all Reddit users are business owners—some are simply looking for personal Excel solutions. That’s fine! Solve their questions anyway. Every interaction builds your reputation and can lead to organic referrals.


Excel for SMBs: Why It’s Perfect for Now

For small and growing businesses, Excel is often the perfect entry point for data tracking and analysis:

  • It’s versatile and can handle a wide range of tasks like scheduling, forecasting, and lead tracking.

  • It’s affordable, making it an easy choice for businesses that haven’t scaled to the point of needing dedicated software.

  • You can demonstrate its power to solve real-world problems, encouraging businesses to consider outsourcing more complex tasks to experts like you.


The Benefits of This Approach

  • Lead Generation: Reddit users you help may turn into clients or recommend your services.

  • Market Insights: Engaging with real users helps you understand common pain points, allowing you to tailor your offerings or content.

  • Networking Opportunities: Fellow Redditors may reach out for collaborations or advice.


A Final Tip

Avoid over-promoting your business. The key is subtlety—help first, then invite users to your website when it feels natural. For non-business questions, focus solely on providing value. Over time, this approach will build trust, recognition, and eventually, new leads for your services.

By turning Reddit into a platform for genuine engagement, you not only help others but also create opportunities to showcase the value of working with CX Orbit.

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