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Most people view client onboarding as admin.
It is actually the first major deliverable.
This is the point where clients decide whether working with you feels organised or painful. A slow or messy kickoff often has nothing to do with the quality of the work and everything to do with how onboarding is handled.
… Read MoreNot all sales opportunities deserve your attention, but most CRMs treat them like they do.
Sales teams waste a huge amount of time manually reviewing deals, relying on gut feel, or chasing opportunities that were never a good fit to begin with. Deal Scoring in Pipedrive is designed to solve exactly that problem.
In this guide, we’ll walk through what deal scoring is, how it works in Pipedrive, and how we actually use it in our own business to decide when to persist, and when to move on.
… Read MoreMost teams don’t abandon Asana because it’s too complex.
They abandon it because a few simple habits were never set properly.
When that happens, work gets scattered across email, Slack, and meetings. Tasks fall through the cracks. And Asana slowly becomes “that tool we’re supposed to update” rather than something the team actually relies on.
… Read MoreIf you use ChatGPT regularly, your sidebar can quickly become a mess.
Random one-off chats, half-finished ideas, conversations you know were useful — but can’t find again. The result is that you end up starting from scratch far more often than you should.
In this guide, I’ll show you how to organize ChatGPT using a simple system built around projects, long-running conversations, custom instructions, and uploaded files, so ChatGPT becomes more useful the more you use it.
… Read MoreChoosing a sales CRM is one of those decisions that sounds simple, until you actually start comparing tools.
Before long, you’re juggling spreadsheets, inboxes, trials, feature lists, and opinions, and you’re no closer to knowing what will actually work for your sales process.
… Read MoreHave you ever read a book that genuinely changed the course of your life?
For me, that book was Buy Back Your Time.
… Read MoreThis time last year, I sat in this same home office and recorded a video reflecting on the year that had been.
At the time, I didn’t really have a clear plan for what I wanted 2025 to look like. No big targets. No rigid goals. No sense of urgency to rush into the next thing.
Twelve months on, I can honestly say I’m really happy with how the year unfolded.
Not because everything went perfectly, but because a lot of the right things changed.
… Read MoreI don’t usually set New Year’s resolutions.
Not because I’m against self-improvement, but because I’ve never loved the idea that change needs a specific date to begin. If something needs fixing, improving, or rethinking, I’d rather start immediately.
That said, this year was a little different.
… Read More