Blog

  • How I use TextExpander with my assistant to grow my business [VIDEO]

    Efficiency, Team Work, TextExpander, Video

    Meet our secret weapon: TextExpander (affiliate link). Its snippet library stores every ready-to-send template, affiliate link, and personal sign-off I’ve crafted over the years. When I hired an assistant, I simply shared that library, and overnight every email they sent sounded exactly like me. Onboarding became so much easier, and with SOP maps each task to the perfect snippet—no guesswork required.

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    By Paul Minors•Posted on 29/04/2025•0 comments

  • The ULTIMATE Sales Call Booking System (behind the scenes) [VIDEO]

    Go behind the scenes of our ULTIMATE Sales Call Booking System — built to streamline the entire inbound sales process, from first click to confirmed meeting.

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    By Paul Minors•Posted on 22/04/2025•0 comments

  • 1Password Tutorial (2025) | Step-by-Step Beginners Guide [VIDEO]

    Video

    What if the single biggest threat to your online security is the one you never notice—reused passwords? In this video, I’ll show you how 1Password solves this hidden problem by generating unique, super-strong credentials for every website you use. Whether you’re tired of juggling passwords or worried about data breaches, 1Password makes it easy to generate strong, unique passwords for every site.

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    By Paul Minors•Posted on 15/04/2025•0 comments

  • When to use Asana rules vs. Zapier [VIDEO]

    Video

    As you probably know, if I can automate it… I DO! I’m a heavy user of Asana’s custom rules feature:

    When a client task is complete » create a subtask to ask for a review. Or when an approval is accepted » update the parent task and post a comment.

    But sometimes we hit a limit in terms of what Asana’s custom rules can do. This is why we also use Zapier for more powerful…

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    By Paul Minors•Posted on 01/04/2025•0 comments

  • Pipedrive vs. Zapier: Are You Missing Out on More Powerful Automations? [VIDEO]

    Video

    Not sure if Pipedrive’s built-in automations meet your needs—or if you need Zapier for advanced workflows? In this video, we compare Pipedrive’s built-in automation features to Zapier, revealing why you might need third-party workflows for more complex tasks like Calendly bookings or creating loops to add multiple products. We’ll show you how conditional logic, paths, and fewer action limits make Zapier a powerful alternative—especially when native apps or marketplace integrations fall short. Whether you’re automating emails, creating activities when deals change stages, or syncing data…

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    By Paul Minors•Posted on 26/03/2025•0 comments

  • A complete beginners guide to Zapier in 2025 [VIDEO]

    Video

    “You do not rise to the level of your goals. You fall to the level of your systems.” – James Clear

    I LOVE this quote and it’s 100% true! In the last few years, I’ve spent more and more time improving the systems and processes at MinorCo. This is what’s allowed me to go from a one-man shop to now running a global remote team of 10 people.

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    By Paul Minors•Posted on 18/03/2025•0 comments

  • Getting started with Outfunnel (how to sync Pipedrive & Mailchimp) [VIDEO]

    Video

    In this video, we provide a step-by-step guide on how and why we use Outfunnel to establish a two-way sync between Pipedrive and Mailchimp.

    Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level.

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    By Paul Minors•Posted on 25/02/2025•0 comments

  • How we use ChatGPT to create more powerful Zaps [VIDEO]

    Video

    Want to supercharge your Zapier automations with ChatGPT? In this video, we share real-world examples of how AI and automation can work together for smarter, faster workflows that transform your daily tasks.

    Sign up for Zapier and get a 2-week trial using our partner link

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    By Paul Minors•Posted on 18/02/2025•0 comments

  • SDRs in Pipedrive: How to Qualify Leads & Hand Off to Closers [VIDEO]

    How To, Sales, Video

    Ever wonder if your top sales closers are wasting time on unqualified leads? It may sound counterintuitive, but adding Sales Development Representatives (SDRs) to your process could be the secret to boosting your entire pipeline. In this video, we reveal what SDRs are, how they slot into a high-volume sales process, and why you don’t want your best closers stuck qualifying leads all day.

    You’ll see how SDRs can live in Pipedrive’s Lead Inbox—making initial contact and converting the right leads into deals labeled “Qualified…

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    By Paul Minors•Posted on 11/02/2025•0 comments

  • How to manage a remote team (and our MUST-HAVE tools) [VIDEO]

    Video

    In this video, I am going to explain how I run a global remote team of 10 people from down here in Auckland, New Zealand, and the tools we use so that we can avoid burdensome team meetings.

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    By Paul Minors•Posted on 28/01/2025•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)