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]
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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Getting started with CloudTalk + Pipedrive [VIDEO]
Get started with CloudTalk and get a $5 credit when you sign up here: https://get.cloudtalk.io/paulminors Download the CloudTalk app from the Pipedrive Marketplace » https://www.pipedrive.com/en/marketplace/app/cloud-talk/9f5f8e12f3836e83 In this beginner-friendly tutorial, we’ll show you exactly how to get started, from signup to … Read More … Read More
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7 Must-Have Mac Apps I Install on Every New Mac (2025) [VIDEO]
Just got a new Mac? Or looking to give your old one a refresh? These are the 7 must-have Mac apps I install on every single new Mac I own. From boosting productivity to keeping your Mac clean and organized, … Read More
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Introduction to Pipedrive for Absolute Beginners 2025 [VIDEO]
Pipedrive CRM is one of the simplest and most effective sales tools on the market, but where do you start? … Read More
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Introduction to ‘Task Templates’ in Asana [VIDEO]
If you’re still copying and pasting tasks or rebuilding projects from scratch, it’s time to meet your new best friend: Task Templates in Asana. … Read More
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Pipedrive Sequences [VIDEO]
Tired of letting leads slip through the cracks? Or do you want to create a more consistent approach across your sales team? Sequences is a new, powerful feature in Pipedrive designed to help you build structured, repeatable workflows that keep … Read More … Read More
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Pipedrive Pricing 2025: What’s Changed & Which Plan is Right for You? [VIDEO]
Usually a price change means there’s a price hike, but that’s not quite the case with the new Pipedrive plans. … Read More
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Tabs: The INCREDIBLY USEFUL Asana feature (that everyone misses)
Our clients love when we share simple little Asana hacks. And this one, is one of my favourites. This trick helps you take a project that’s full of tasks and filter it down to the view that’s most useful for … Read More … Read More
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Finally… ‘Paths’ have come to Pipedrive! [VIDEO]
Pipedrive has finally introduced conditional logic to its automations! Also known as if/else steps, branching, paths, or decision logic. This powerful new feature lets you build smarter workflows based on conditions, making your CRM automations way more flexible. … Read More
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