Blog

  • Asana tasks vs. subtasks [VIDEO]

    Video

    Confused about when to use tasks vs. subtasks in Asana? I like to think of a task as a “unit of work” and subtasks as checklist to show the smaller steps that need to be completed in order to complete the parent task. Subtasks are especially useful if you need to involve multiple people in a task to complete certain steps.

    Need help setting up Asana and optimising it for your business? Join my Master Asana program!

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    By Paul Minors•Posted on 22/11/2024•0 comments

  • Pipedrive leads vs. deals [VIDEO]

    Sales, Video

    New Pipedrive users are often confused about when to use leads vs. deals. In this video, I explain the purpose of each and how to use the leads inbox to qualify your leads before you convert them into deals.

    Need help setting up Pipedrive and optimising it for your business? Join my Master Pipedrive program!

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    By Paul Minors•Posted on 15/11/2024•0 comments

  • How to build a sales CRM in Asana [VIDEO]

    How To, Video

    Learn how to create a simple sales CRM in Asana. While Asana isn’t purpose-built to be used as a CRM (and lacks some of the more advanced features that CRMs like Pipedrive have), it’s a great option if you’d prefer to keep all your work inside one tool, rather than setting up a separate CRM system. I’ll show you how to customise your CRM with fields to capture important information, how to automate your next steps using rules and how to report on key sales…

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    By Paul Minors•Posted on 08/11/2024•0 comments

  • Pipedrive Security Features [VIDEO]

    How To, Video

    An overview of the main security features and permissions inside Pipedrive. Learn how to customise user permissions and visibility. I also cover the main security features in Pipedrive including security rules and alerts. And finally, learn how to use the security dashboard to monitor your account.

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    By Paul Minors•Posted on 25/10/2024•0 comments

  • Behind the Scenes: Our Standard Operating Procedures SOPs [VIDEO]

    Efficiency, Growth Hacker, Video

    Take a behind-the-scenes look at how I’ve set up Standard Operating Procedures (SOPs) in my business, MinorCo. SOPs help us to follow a consistent process every single time so we don’t miss an important step and this ultimately helps us to save time and create systems that support the growth of the business.

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    By Paul Minors•Posted on 21/10/2024•0 comments

  • My 5 favourite Asana features (Oct 2024)[VIDEO]

    Automation, Communication, Task Management, Team Work

    Here are my 5 favourite features of Asana that save us time and help us to standardise the processes within our business.

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    By Paul Minors•Posted on 04/10/2024•0 comments

  • My 5 favourite Pipedrive features (Sept 2024) [VIDEO]

    Video

    Here are my 5 favourite features of Pipedrive that save me time and help me to get more value from this CRM.

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    By Paul Minors•Posted on 20/09/2024•0 comments

  • 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

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)