Goals

  • How to create sales goals in Pipedrive [VIDEO]

    Goals, How To, Sales, Video

    Have you set any sales targets for 2024?

    Pipedrive makes it really easy to set revenue, activity-based or forecast targets within your account. This helps you to hold your sales team accountable and helps with adoption as the team will have to keep Pipedrive up to date for their goal progress to be accurate. Learn how to set up goals in my latest video:

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    By Paul Minors•Posted on 18/01/2024•0 comments

  • How to plan your year with Asana [VIDEO]

    Calendar, Goals, Project Management, Video

    Learn how to clean up your account and plan for a successful year with Asana. In this video, I share how to use goals to set up your company, team or individual targets for the year. And how you can use Portfolios and calendars to see your upcoming work and projects.

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    By Paul Minors•Posted on 11/01/2024•0 comments

  • How to create goals, OKR’s and KPI’s in Asana [VIDEO]

    Goals, Video

    Is Asana helping you to achieve your company’s goals or mission?

    ‘Goals’ is a useful feature of Asana that’s quite unique. Goals help you bridge the gap between where you are now and where you want to be. By managing goals in Asana and linking them to your projects, you will be reminded about them more often. Best of all, as tasks and milestones are completed, goal progress can auto-update!

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    By Paul Minors•Posted on 07/09/2023•0 comments

  • Pipedrive sales tips to save time and close more deals [VIDEO]

    Goals, Sales, Video

    Any good salesperson should always try to improve their systems and processes to save time and close more deals. By improving your efficiency, you increase your capacity for how many deals/leads you can manage at once and ultimately you can increase your sales revenue. In this video, I share some Pipedrive productivity tips that help you to do just that.

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    By Paul Minors•Posted on 12/10/2022•0 comments

  • Different ways to use milestones in Asana [VIDEO]

    Goals, Project Management, Video

    [youtube https://www.youtube.com/watch?v=t3orzgs9E7E]

    In this video, I’ll show you some ways you can take advantage of milestones for planning projects and company goals in Asana.

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    By Paul Minors•Posted on 27/02/2019•0 comments

  • Annual, monthly, weekly and daily planning in Asana [VIDEO]

    Goals, Project Management, Routine, Task Management, Video

    Wouldn’t it be great if Asana could show you not just what you’re working on today, but also what you have coming up later this month, quarter or even for the rest of the year?

    In this video, I demonstrate how Asana can be used for short to medium and long-term planning. One of Asana’s strengths is that it’s not just a task or project management tool. It’s great at also helping you to plan long-term and see the big picture…

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    By Paul Minors•Posted on 20/09/2017•0 comments
  • how to work in seasons

    How to work in “seasons”: Link your goals to daily tasks [VIDEO]

    Goals, Project Management, Task Management, Video

    A few months ago I was at a bit of a crossroad. I’d just finished a big project where I’d created and launched a new ebook (you may have already heard about it), called Guidelines. I was at a crossroad as I needed to decide what to work on next…

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    By Paul Minors•Posted on 06/09/2016•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)