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 … Read More … Read More
Efficiency
Behind the Scenes: Our Standard Operating Procedures SOPs [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 … Read More
How to manage sales follow-up in Pipedrive [VIDEO]
Learn how to manage your sales follow-up using Pipedrive. In this video, I share some best practices to get into and some mistakes to avoid. When you follow up more effectively you’ll ensure no deal ever gets left behind … Read More … Read More
10 Hidden Asana Features [VIDEO]
We often show clients little features in Asana that get a big reaction. People tell us ‘WOW! I didn’t know Asana could do that!’. So I asked my team, what are the features that you show people that they’re … Read More … Read More
Why you need a CRM like Pipedrive [VIDEO]
Not sure if you need a CRM? If you’re currently using your email or a spreadsheet to track your sales leads, this video outlines the benefits of using a CRM like Pipedrive (affiliate link) to track your sales opportunities. … Read More
Which VIEW should you use in Asana? [VIDEO]
When you set up a project in Asana, you can choose between the list, board, timeline or calendar views. But which one should you use? I often find people use the view that looks the nicest based on personal … Read More … Read More
Asana Recurring Tasks vs. Templates [VIDEO]
Recurring tasks and templates are great for reminding you when to take repetitive actions and help you to define a clear process on how and when to do the work. I often get asked about the best practices on when … Read More … Read More
10 Tips for assigning good tasks in Asana [VIDEO]
Your team’s use of Asana will greatly improve if you follow a few best practices when creating and assigning tasks. Here are some tips on what to include in a task so that the assignee has everything they need to … Read More … Read More
How to Sync Gmail or Outlook with Pipedrive [VIDEO]
In this tutorial, you’ll learn how to sync your Gmail or Outlook with Pipedrive. By integrating your email accounts with Pipedrive, you can manage your leads and deals more efficiently, track your email communication with clients and close more deals! … Read More … Read More
Introduction to Asana for Project Management [VIDEO]
In this video, I’m going to walk through setting up a project and the project management features you can use to help you work move your work forward more efficiently. … Read More