Blog

  • A tour of an Asana expert’s account Sep 2024 [VIDEO]

    Project Management, Video

    If you’re not sure if you’ve set up your Asana account in the best way, then take a look at how the professionals do it! In this video, watch a behind the scenes look at how we use Asana at MinorCo to manage our work and communicate as a team.

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    By Paul Minors•Posted on 13/09/2024•0 comments

  • Getting started with Mimestream [VIDEO]

    Apple, Apps, Email, How To, Video

    For years, I’ve been using the Mail app on the Mac to manage my personal (iCloud) and work (Gmail) email. But Mail hasn’t been optimised for Gmail users and it never will be.

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    By Paul Minors•Posted on 09/09/2024•0 comments

  • How we set up our Pipedrive account [VIDEO]

    Consulting, How To, Productivity Tools, Sales, Team Work, Video, Zapier

    If you’re not sure if you’ve set up your Pipedrive account in the best way, then take a look at how the professionals do it! In this video, watch a behind the scenes look at how we use Pipedrive at MinorCo to track our consulting and subscription deals.

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    By Paul Minors•Posted on 16/08/2024•0 comments

  • Asana for Agencies & Client Facing Businesses [VIDEO]

    Consulting, How To, Management, Remote Working, Time Management, Video

    One of the most common types of clients we work with is agencies and client-facing businesses (eg. law firms). Asana is perfect for this type of business and in this week’s video, I’m going to show you some of the ways you can manage your client work more effectively and how you can ultimately get better results for your clients.

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    By Paul Minors•Posted on 09/08/2024•0 comments

  • Exploring Pipedrive’s new AI features [VIDEO]

    Email, Video

    In this video, I demo the new AI features inside Pipedrive. Now, a lot of companies are experimenting with AI and if you watch this video 6 months from now, you may find these features have changed or there are new AI capabilities entirely. I’m really excited to see what Pipedrive do next!

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    By Paul Minors•Posted on 02/08/2024•0 comments

  • Asana 101: 10 Tips for Asana Beginners [VIDEO]

    Video

    Asana is only as good as what you put into it. Here are 10 tips for Asana beginners to help you get started and adopt best practices, fast!

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    By Paul Minors•Posted on 26/07/2024•0 comments

  • How to manage a sales team in Pipedrive [VIDEO]

    How To, Management, Sales, Video

    I recently started getting my team to do sales for the first time; it can be nerve-wracking to let go of control and hand this responsibility to others. Fortunately, Pipedrive makes it easy to keep track of and support my team.

    In this video, I share some tactics I use to review my team’s deals and provide feedback on how they can move a deal forward.

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    By Paul Minors•Posted on 28/06/2024•0 comments

  • How we manage our client calls with Calendly and Asana [Behind the Scenes] [VIDEO]

    How To, Video

    Take a behind-the-scenes look at how we use Asana, Calendly and Zapier to create a super-efficient booking system to manage all our client calls. By setting up this system once, we never have to manually create or updates tasks when our clients book calls with us.

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    By Paul Minors•Posted on 21/06/2024•0 comments

  • How to use Asana Forms

    Wouldn’t it be great if you could automatically allocate work to your team as requests come in?

    This is simple enough using Asana’s Forms feature and combining it with custom rules.

    Learn how to create and use forms in Asana. This is great for collecting information necessary to complete tasks. This is great for processes like design requests, invoicing, bug tracking and support tickets. You can then use rules to automatically assign the task to the…

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    By John Doe•Posted on 07/06/2024•0 comments

  • Pipedrive Campaigns [Tutorial for Beginners] [VIDEO]

    Email, Video

    Generating sales often comes down to catching people with the right offer at the right time. Sending marketing emails is a great way of nurturing your prospects and keeping top of mind until the prospect is ready to buy.

    Learn how to get started with Campaigns in Pipedrive. The Campaigns feature is great for sending marketing emails, newsletters or nurture sequences to your prospects or customers. The nice thing about Campaigns is it’s native to Pipedrive…

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    By Paul Minors•Posted on 23/05/2024•0 comments

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: October-2023)

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: Subscriptions, payment schedule and revenue forecasting (19:46)
  • 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)