Goals

How to create sales goals in Pipedrive [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 … Read MoreRead More

How to plan your year with Asana [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 … Read MoreRead More

How to create goals, OKR’s and KPI’s in Asana [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 … Read MoreRead More

Pipedrive sales tips to save time and close more deals [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 … Read MoreRead More

Different ways to use milestones in Asana [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. … Read More

Annual, monthly, weekly and daily planning in Asana [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 … Read MoreRead More

how to work in seasons

How to work in “seasons”: Link your goals to daily tasks [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 … Read MoreRead More