Author Archives: Paul Minors

Pipedrive Automations, Getting Started Guide [VIDEO]

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If your sales process relies on your team remembering what to do next, it’s already broken. One of the biggest mistakes we see businesses make with Pipedrive is using it purely as a place to log deals and notes, while … Read More … Read More

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Is Asana Enterprise Ready? [VIDEO]

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Large organisations, especially government departments, have historically been hesitant to adopt cloud work management platforms. Concerns around security, compliance and governance are real. But over the last few years, Asana has aggressively moved into the enterprise market. So the real … Read More … Read More

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5 Common Pipedrive Mistakes (And How to Avoid Them) [VIDEO]

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We’ve worked with hundreds of businesses to help set up Pipedrive, and we see the same common mistakes being made again and again. The good news? They’re easy to fix. In this guide, we’ll walk through what deal scoring is, … Read More … Read More

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How to Organise Apple Notes Using Folders, Tags and Smart Folders [VIDEO]

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Apple Notes users usually fall into one of two categories. You either have one folder that contains every single note you have ever created. Or your sidebar is complete folder chaos, dozens or even hundreds of folders, and finding anything … Read More … Read More

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Asana for Law Firms [VIDEO]

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Looking for an efficient way to manage tasks and cases within your law firm? In this video, we’ll walk you through how we set up Asana for our law firm clients, including best practices for case management, project templates, and … Read More

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Asana for Accounting Firms – Ultimate Getting Started Guide [VIDEO]

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Running an accounting firm comes with tight deadlines, multiple clients, and never-ending tasks. In this video, we’ll show you two ways to set up your Asana account—designed specifically for accountants and bookkeepers. You’ll learn how to organize client projects, manage … Read More

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How to Onboard Clients in Asana [VIDEO]

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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 … Read More … Read More

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Deal Scoring in Pipedrive: Prioritise the Right Deals [VIDEO]

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Not 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 … Read More … Read More

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The 5 Golden Rules for Using Asana Properly [VIDEO]

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Most 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 … Read More … Read More

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How to Organize ChatGPT for Better Results Over Time [VIDEO]

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If 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 … Read More … Read More

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