Blog

  • Is Pipedrive the Right CRM for Your Business? [VIDEO]

    Choosing 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.

    Continue reading
  • This book helped me REINVENT my business [VIDEO]

    Have you ever read a book that genuinely changed the course of your life?

    For me, that book was Buy Back Your Time.

    Continue reading
  • Wrapping Up 2025 and Looking Ahead to 2026 [VIDEO]

    This 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.

    Continue reading
  • I Asked ChatGPT to Choose My 2026 New Year’s Resolution [VIDEO]

    I 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.

    Continue reading
  • Asana Pricing Explained (2026): Which Plan Is Right for You?[VIDEO]

    If you’re new to Asana, or you’re already paying for it but not 100% sure you’re on the right plan, Asana’s pricing can feel more confusing than it needs to be.

    There are multiple plans.
    There are add-ons.
    And there’s one very important detail that can change how much you pay before you even look at pricing.

    So let’s break it down clearly.

    This guide walks through every Asana plan, who each one is actually for, and how to decide which option makes sense…

    Continue reading
  • Asana Tutorial for Beginners (2026) [VIDEO]

    If you’re new to Asana, one of the biggest mistakes you can make is jumping straight into creating tasks and projects without thinking about structure.

    Continue reading
  • How to Set and Track Your 2026 Sales Goals in Pipedrive (Step-by-Step Guide) [VIDEO]

    Most sales teams think they’re setting goals, revenue targets, KPIs, quarterly ambitions…
    But very few actually build a system inside Pipedrive that helps them hit those goals.

    Instead, goals end up in a spreadsheet somewhere, never connected to day-to-day sales activity. In this guide, we’re going to fix that. Let’s get into it.

    Continue reading
  • 2026 Goal Planning in Asana [VIDEO]

    Most goals fail for one simple reason: they never connect to the work you actually do each week. I’ll show you how to plan your 2026 goals inside Asana so that your goals don’t sit in a spreadsheet gathering dust, they become living, trackable systems that update automatically as you work.

    Continue reading
  • Asana AI Studio Explained [VIDEO]

    Want to chat about Asana? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/asana

    Continue reading
  • How to Set Up Focus Modes in iOS (Beginner’s Guide)

    Most people only use Focus Modes on their iPhone for one thing: silencing notifications.
    But that’s like driving a Ferrari to deliver pizzas — it technically works, but you’re missing the best parts.

    Continue reading

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:

MODULE 1: PLANNING YOUR PIPEDRIVE STRATEGY

  • 1.1: Introduction (4:10)
  • 1.2: Your Pipedrive vision and purpose (4:12)
  • 1.3: Planning your Pipedrive tech stack (8:50)

MODULE 2: SETTING UP YOUR PIPEDRIVE ACCOUNT

  • 2.1: Organisations, contacts, deals & leads (15:01)
  • 2.2: Setting up your pipeline(s) (28:24)
  • 2.3: Labels, data fields and products (42:40)
  • 2.4: Activities and lost reasons (14:01)
  • 2.5: Importing data from a CSV file (10:46)
  • 2.6: Using filters to find information (10:26)
  • 2.7: How to bulk update information (7:11)
  • 2.8: Setting up sales goals (16.02)
  • 2.9: Project management in Pipedrive (30:43)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Pipedrive rollout (10:13)
  • 3.2: Define protocols and best practices (12:53)
  • 3.3: User permissions, visibility and teams (17:17)
  • 3.4: Training your team (recommended agenda) (8:49)

More videos coming soon… (Last Updated: November-2024)

MODULE 4: USING PIPEDRIVE ON A DAILY BASIS

  • 4.1: Using leads, contacts vs. deals (12:28)
  • 4.2: Activities, automation and calendar sync (20:10)
  • 4.3: Scheduling appointments with Pipedrive or Calendly (13:10)
  • 4.4: Email integration, templates, automation and bulk messaging (36:09)
  • 4.5: Calling via JustCall and the Pipedrive mobile app (14:05)
  • 4.6: Insights, dashboards and reports (21:18)
  • 4.7 Revenue forecasting, payment instalments and subscriptions (18:20)
  • 4.8: Creating Smart Documents in Pipedrive (12:17)
  • 4.9: Automating your sales process with Workflow Automation (24:29)
  • 4.10: Sending email campaigns (24:51)

MODULE 5: INTEGRATIONS & AUTOMATION

  • 5.1: Create new contacts and deals with Zapier (18:45)
  • 5.2: Adding contacts to a newsletter or drip campaign (18:42)
  • 5.3: Posting Pipedrive updates to Slack (6:43)
  • 5.4: Auto-generate proposals and quotes with Pandadoc (9:35)
  • 5.5: Auto-generate contracts with Webmerge (13:25)
  • 5.6: Invoicing via Quickbooks or Xero (8:06)
  • 5.7: Using LeadBooster to get more leads (15:28)
  • 5.8: Linking Pipedrive to a project management system (13:23)
  • 5.9: My booking system and email automation explained (23:25)

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:

MODULE 1: PLANNING YOUR ASANA STRATEGY

  • 1.1: Introduction (4:28)
  • 1.2: Your Asana vision and purpose (13:23)
  • 1.3: Planning your Asana structure (17:31)
  • 1.4: Members vs. Guests (5:39)
  • 1.5: The Pyramid of Clarity (4:39)

MODULE 2: SETTING UP YOUR ASANA ACCOUNT

  • 2.1: Setting up a project (42:00)
  • 2.2: Using workflows, custom fields, rules, tags & forms (44:16)
  • 2.3: Should you use projects or tasks? (e.g. clients, events) (16:10)
  • 2.4: Importing tasks from a CSV (4:38)
  • 2.5: Seeing the big picture with Portfolios & Workload (19:24)
  • 2.6: Creating project and task templates (35:52)
  • 2.7: How to manage meetings (15:10)
  • 2.8: How to move projects between accounts (7:22)
  • 2.9: Planning your goals in Asana (24:40)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Asana rollout (10:23)
  • 3.2: Define protocols and best practices (22:41)
  • 3.3: Training your team (recommended agenda) (8:33)
  • 3.4: Improving the success of adoption (4:37)
  • 3.5: Customize your onboarding process (10:33)

MODULE 4: USING ASANA ON A DAILY BASIS

  • 4.1: Use ‘My Tasks’ to plan your day (17:09)
  • 4.2: How to communicate in Asana (14:00)
  • 4.3: Checking the inbox (9:19)
  • 4.4: Sharing project status updates (7:36)
  • 4.5: How to use Asana and Slack (9:45)
  • 4.6: Keyboard shortcuts (4:16)
  • 4.7: Filtering tasks with advanced search (5:49)
  • 4.8: How to manage approvals in Asana (4:25)
  • 4.9: Best practices for assigning a task to a colleague or VA (8:38)
  • 4.10: Daily habits every Asana user should follow (8:29)

MODULE 5: ADVANCED TRAINING AND AUTOMATION

  • 5.1: How to create projects with subsections (8:37)
  • 5.2: Automating tasks with Zapier (19:12)
  • 5.3: Time tracking options (30:33)
  • 5.4: Creating a client-facing project (5:26)
  • 5.5: Multi-homing tasks into multiple projects (10:41)
  • 5.6: Creating reports in Asana (14:33)
  • 5.7: Creating automated checklists with rules (5:21)

More videos coming soon… (Last updated: June-2024)