Want to get more out of Pipedrive? Master Pipedrive has helped 450+ companies to go beyond the basics. Inside, everything you need to optimise and automate your sales process, onboard your team and profit from a better sales workflow.
"Best money ever spent on the business! I didn't have time to figure Pipedrive out on my own. Working with Paul fast tracked my learning by a few years and saved me from loads of trial and error" Mathew Kronquist
Overwhelmed trying to figure out Pipedrive?
When you get started with Pipedrive, figuring out how to structure your sales process can be overwhelming. Pipedrive can do a lot, how do you know where to start and what features to use?
You probably have a basic understanding of Pipedrive and now you’re ready to learn more; you want to make Pipedrive the main hub for your sales team and have everything in one place but don’t have time to figure it out on your own.
My name is Paul and my team has helped hundreds of clients to streamline their sales process using Pipedrive. We’re pretty good at what we do and were awarded ‘Pipedrive Global Partner of the Year’ for 2021
Streamline your sales process with Pipedrive!
Think of me as your virtual Pipedrive support guide. Working with me, you’ll learn:
HOW TO STREAMLINE YOUR SALES PROCESS: By using Pipedrive to manage your sales process, we can drastically improve your teams efficiency and sales.
CENTRALIZE YOUR WORK IN ONE PLACE: Learn how make Pipedrive the hub for all your contacts, notes and client communication.
IMPROVE TEAM ADOPTION: You don’t want your teams use of Pipedrive to slowly fizzle out. Follow my onboarding process to increase adoption and establish best practices. This is particular important for growing companies.
AUTOMATE YOUR SALES PROCESS: Learn how to build automated workflows and integrate with 3rd party tools that will save you time and help you to close more sales.
Learn how to Master Pipedrive = More sales, customers and growth!
Before we hired Paul, our administrative workflow was very inefficient and we had difficulty keeping track of our internal and client communications. He worked very closely with us to learn our day to day challenges. Paul engineered a modern workflow for our entire company and the results were fantastic! Our overall administration is now extremely efficient and our staff and clients noticed an immediate difference. We were very pleased with Paul’s solutions and his service levels and would highly recommend him to any company.
Allan Nolan - Safety First Training
Introducing... Master Pipedrive
Just like a surgeon needs to master the scalpel, every salesperson needs to master the CRM so they can close more deals.
When you join the Master Pipedrive program, you can connect with one of our Pipedrive experts and we’ll work with you to optimise Pipedrive in the best way for your sales process. We’ll help you and your team get the maximum value our of Pipedrive so a lead never falls through the cracks ever again!
Our at-your-own-pace course outlines the process I’ve used for years working with hundreds of one-on-one clients. You’ll be guided through the necessary steps to set up and optimise your account. I’ll teach you how to onboard your team and share all the best practices to follow to ensure Pipedrive is successfully adopted.
What's included?
☎️ Private Sessions with a Pipedrive Expert
You can book private consulting sessions with one of our approved Pipedrive Experts. These sessions can be used however you like; we can answer your questions, train your team or help with integrations and automation.
👩💻 Weekly Group Coaching with Paul Minors ($1,200 value)
Connect with me every week during group coaching calls. No agenda, small groups. Turn up with your questions or share your screen to get feedback. Can’t make it? Submit your questions and I’ll send you a video response.
🤝 Private Slack Community ($397 value)
Join my private Slack channel. This is great for asking quick questions and sharing ideas with other Pipedrive users who have gone through the training.
🎓 Master Pipedrive Course + Updates
Get my complete step-by-step program. This is the process I’ve used with clients on projects that normally cost between $3-7,000. As new Pipedrive features are released, I’ll be updating the course material so you always know how to make the most out of what Pipedrive has to offer.
Get access to our library of Zapier workflows so you can quickly install Zaps that connect your Pipedrive account with other tools in your tech stack.
These are Zaps we built for clients which we’re making available to members of the Master Pipedrive program! There’s over $6,000 worth of Zaps in this library alone!
Partner of the Year Winner 2023, 2022 & 2021!
We aim to offer the best support in the world for one tool only, Pipedrive.
Worked with 500+ businesses!
We work with businesses big and small across many industries.
500,000+ Views on YouTube!
Teaching people how to master Pipedrive is what we do.
“How is it different from your YouTube videos?”
My YouTube videos are very ‘lite’ and cover quick features. Think of them as the teaser trailer before you watch the feature film. This course is a step-by-step process of how to set up and rollout Asana to your team.
The program also gets you access to ME! Join weekly group calls and get 1:1 support. You can also learn from other dedicated customers via my private community.
"I'm busy, how long will this take?"
My lessons get to the point without all the “fluff” so you can get answers fast. Past students often comment on how practical the material is and how clearly lessons are explained.
It’s best if you can watch the course from start to finish (there’s around 7-8 hours of content all up). But if you want to pick and choose which lessons to watch, that’s fine. You’ll also be able to get your questions answered by me each week when you join my group coaching calls.
The timing is never right to make a radical change to your business. Previous clients have often commented on how adopting a new tool can be scary and time consuming. But at the end of the day they’ve always come back wishing they’d done this 6 months or a year ago.
"Couldn't i just figure this out on my own?"
My lessons get to the point without all the “fluff” so you can get answers fast. Past students often comment on how practical the material is and how clearly lessons are explained.
It’s best if you can watch the course from start to finish (there’s around 7-8 hours of content all up). But if you want to pick and choose which lessons to watch, that’s fine. You’ll also be able to get your questions answered by me each week when you join my group coaching calls.
The timing is never right to make a radical change to your business. Previous clients have often commented on how adopting a new tool can be scary and time consuming. But at the end of the day they’ve always come back wishing they’d done this 6 months or a year ago.
Working with Paul has been great as we rebuild Pipedrive to fuel future sales growth. The Master Pipedrive course is a brilliant resource and point of reference, while the one-on-one sessions have allowed me to bring all manner of thoughts, questions and challenges to the table and really tap into Paul’s knowledge to find solutions that will scale as we do!
Geoff Griffiths - Built Visible
“Should I join?”
Not everyone is right for this program and I don’t want to waste your time. Here’s what I think:
😇 You'll love this program if:
You want to maximise the performance of your Pipedrive account.
You realise that paying for a CRM each month isn’t enough. Quality-in determines quality-out and you want to use Pipedrive in the best way to boost sales in your business.
You want to learn “over the shoulder” from someone who’s helped hundreds of clients to maximise their use of Pipedrive.
You want to learn from other Pipedrive users who have experienced what you’re going through.
You want to connect with me in person to get help optimising your sales process and training your team.
You like specifics and don’t have much patience for “fluff”.
😔 This program isn't for you if:
You’re hoping that the program will suddenly fix all your problems.
You don’t use Pipedrive or aren’t planning on it any time soon.
You don’t want to automate your sales process and are happy doing things manually.
If you’d prefer to work with an expert on an adhour hourly basis. While I do offer 1:1 consulting, my video training prepares you for sessions so we can use the time effectively.
You’re happy with your sales process, how you follow up and don’t want to change how you sell in the slightest.
You “don’t have time”. The program requires at least a few hours a week over the short-term and a willingness to learn.
Try Master Pipedrive FREE for 30 Days!
The Master Pipedrive program comes with a “try it free for 30 days” unconditional guarantee. I’m not asking you to say yes today. I’m asking that you take the next step. Once you try our program, you can see if it’s right for you and if it’s not, I’ll send your money back within 30 days. This way, I’m taking on all the risk so you don’t have to.
In fact, I also offer a conditional guarantee if you watch at least 3 hours of the course, attend a minimum of 2 group calls and have a private session with our team and you’re still not satisfied, I’ll refund your money AND send you $300 so you can pay for a few hours of support from another expert.
Meet the team
As demand for Pipedrive expertise has grown, I’ve expanded the team so we have enough capacity to work with everyone that needs our help. Here are the Pipedrive Experts on the Minor Workshop team:
Hi, I’m Lindsay and I’m based in Rhode Island, US. I was first introduced to Pipedrive when I was a client of Paul’s back in 2018. What I’m most passionate about is helping clients to streamline their systems so they can be more productive and close more deals. Pipedrive is a simple, easy to use tool that helps you to do just that. I enjoy working with different types of business and customising Pipedrive for their needs. I’m now learning how to use Zapier to further streamline and automate sales processes.
Lindsay Amoroso Pipedrive Expert
Background at SalesForce and knowledge of CRM’s.
KAYLA Pipedrive Consultant
Hi, I’m Liam and I’m based in Rhode Island, US. I was first introduced to Pipedrive when I was a client of Paul’s back in 2018. What I’m most passionate about is helping clients to streamline their systems so they can be more productive and close more deals. Pipedrive is a simple, easy to use tool that helps you to do just that. I enjoy working with different types of business and customising Pipedrive for their needs. I’m now learning how to use Zapier to further streamline and automate sales processes.
If you’re on a budget, you can get just the course (one-time payment: $750). For ongoing support, sign up to the Monthly play to join weekly group calls and the community ($397/mo). But a month can go by very fast and you may have to extend this… For long-term support and 1:1 training, join the “Unlimited” plan (one-time payment: $3,497).
How much experience do I need?
It doesn’t matter whether you’re an absolute beginner, or if you’ve been using Pipedrive for a while, I’m sure you’ll learn a lot about how to optimise and automate your sales process and get more out of Pipedrive.
How does membership work?
As long as you have either the Monthly or Unlimted membership, you’ll be able to access the course and join group coaching calls each week (you can cancel your monthly membership any time but you’ll lose access to the course and coaching).
Alternatively, you can get the ‘Course Only’ option and get lifetime access to the course and future updates.
How do the 1:1 sessions work?
The one-on-one sessions are great if you’d like to take a deeper dive into your account, get help with automation or team training. These sessions are hosted on Zoom and can be recoreded. The hours purchased with the monthly option or that are included with the unlimited option should be used within a 12-month period (after which they expire).
Will this course be too basic for me?
Not at all. In my experience, even users who have used Pipedrive for a while are surprised when I show them a few little tricks. And in module 5, we’ll get into some pretty cool integrations and automations that will really take your sales game to the next level.
How does the group coaching work?
Every week, I (Paul) host a group call on Zoom and answers any questions that students have. You don’t have to attend live – every session is recorded and shared in Slack afterwards.
Get access to group calls by signing to either the Monthly or ‘Unlimited’ option. The ‘Unlimited’ option includes 12 months of support via group calls, after which you can renew at a discounted rate.
Please note: Right now, offering group support is the main way I help clients, but this is not a lifetime subscription. As my business model may change, I cannot 100% guarantee that group calls will be available 5 years from now.
Who are we ?
We’re a team of Pipedrive Elite Partners, recognized for our expertise in helping businesses like yours achieve peak sales performance.
Many clients come to us after feeling they’ve plateaued with Pipedrive. They might question if their current setup is optimized, or yearn for a more streamlined sales pipeline to fuel their growth ambitions.
Here’s where MinorCo come in! As a Pipedrive Partner of the Year for three years in a row (2021-2023), we’re battle-tested specialists. We’ll help you optimize your Pipedrive setup, ensuring you squeeze every drop of efficiency and effectiveness out of the platform.
Your return on investment
While some people like to “go it alone” first, I usually find new users don’t know what they don’t know and fall into bad habits very quickly. By working with me, I can help point out costly mistakes to avoid that you’ll likely miss on your own. Ultimately you’ll save time by working with me as I can fast track your learning.
While it’s hard to say exactly how much financial benefit using Pipedrive will create, here are the key factors that will deliver a massive ROI on this project:
TEAM EFFICIENCY. If the average 5 person sales team saved just 1 hour a day (a very conservative estimate), that’s over $37,000 over the course of a year.
INCREASED SALES. By saving time and prioritising higher quality leads, the sales team can close a higher percentage of leads.
FEWER LOST OPPORTUNITIES. By creating an effective system for following up and communicating with leads, fewer sales opportunities will be missed.
HIGH-QUALITY REPORTING. With better sales reports, the team will have more data available to measure the effectiveness of marketing campaigns and tracking individual sales performance.
Our organization has used Pipedrive for many years, but Paul Minors’ course and coaching helped us to form a strategy around our sales process. We created Pipedrive protocols, set up a better insights dashboard, and took a deeper dive into custom fields. The course is helpful for new and experienced Pipedrive users.
Angie Cirone - Source Brand Solutions
I would like to thank Paul for assisting me with the set up of the Pipedrive system for our business. Best money ever spent on the business. I did not have time to learn all that he knows just to be able to begin setting up the different actions and automations. You would have to learn all of the softwares capabilities in order to begin to know how you want to use it for your business. Working with Paul fast tracked that by a few years of running in the wrong direction or running in the dark and in the wrong direction.
Mathew Kronquist - The Christmas Kings
Paul was a great help in getting our Pipedrive organized as we grow our business and add new sales people. He was able to help us develop better client reports and show us how we can measure each sales person productivity. I would highly recommend anyone who uses Pipedrive to work with Paul to maximize its capabilities.
Peter Kullman - Newbridge Marketing Group
Paul is practical, incredibly helpful and after introducing Pipedrive to my business assisted me on the road to mastering Pipedrive. After 17 years in business and multiple CRM’s, hours of lost time in productivity I finally hit the jackpot. A virtual consultant that helped me get my CRM working rather than me working for the CRM. Paul’s training materials are excellent and I am well credentialed to comment on this after over 30 years in education and training and notably digital eLearning. Thanks Paul. You have introduced me to a new way of working and a real solution that will change my life. Pipedrive is great but Paul is the best!
Catherine Birchall - Money101
Paul and his team did an amazing job at helping me to understand how to use PipeDrive to it’s fullest potential. His team also helped me to integrate my ZoomInfo account to Pipedrive, making it incredibly easy to create contacts, and send our targeted emails to help with our business development efforts. I strongly recommend everyone who has signed up with PipeDrive to use Paul and his services to maximize your experience with PipeDrive.
Craig Gambardella - The Shopping Center Group
Having absorbed all of Paul’s fantastic YouTube videos, I started a trial of Pipedrive… and then got stuck. Lindsay (one of Paul’s Pipedrive experts) quickly absorbed the nature of my business and sales flows, and then took me through the process of exporting from Hubspot and importing into Pipedrive, ensuring that we had the right fields set up to ensure the import was a success. End result: my customers imported and ready to do more work on within Pipedrive. I would highly recommend Paul & Lindsay to anyone needing help with Pipedrive
Andy Harris - A1 Web Stats
Paul Minors has been a great support to our real estate team! Pipedrive CRM is simple and easy if you use with his training modules. We highly recommend him for anyone looking for support with Pipedrive….start with him from the beginning!
Gwen Burk - Burk Brokerage
From my first interaction with Paul I could tell he genuinely cares about helping people. He has a real gift for explaining things in a very simple and non technical way. The material and explanations in his courses / materials are not strictly based around technology. He gives real world examples and reasoning on how to set things up. I would highly recommend Paul, his courses and products to anyone wanting to streamline their workflows.
Calum McGonigle - Converge Design
Paul Minors’ Pipedrive course and coaching have been transformative for our agency at Kru Marketing. His guidance and training have streamlined our sales processes, leading to increased efficiency and faster deal cycles. We definitely recommend his services to any business looking to set up or optimize its Pipedrive CRM.
Connor Widder - Kru Marketing
Working with Paul has been great as we rebuild Pipedrive to fuel future sales growth. The Master Pipedrive course is a brilliant resource and point of reference, while the one-on-one sessions have allowed me to bring all manner of thoughts, questions and challenges to the table and really tap into Paul’s knowledge to find solutions that will scale as we do!
Geoff Griffiths - Built Visible
Paul’s Pipedrive training and coaching materials were very easy to follow for someone who had never accessed the cloud-based software, like myself. I found the course very detailed and structured and the videos give you the option to learn at your own pace. Paul is extremely hands-on and approachable. His weekly live sessions were extremely useful for getting questions answered and feedback on our set up. If you would like to learn about Pipedrive, Paul’s course is your best bet!
Janicia Lamona - Clear Course
Paul and his team have literally re-invented the way my business functions – we’ve streamlined our sales process and automated all of the repetitive tasks that were real pain points for my team, resulting in wasted time and endless data entry. Very happy with the outcome – highly recommend!
Dean Ginsburg - Symmetry Media
After contacting Pipedrive support companies all over the world, I feel that I made the right choice with Paul’s Master Pipedrive program. Over the past few months I have become more familiar with Pipedrive specifically, but also other software that we’ve now plugged into Pipedrive (with Paul’s help). I now have a deeper understanding of how we can get the most out of a CRM.
Dylan Mitchell - Worldwide Property Co.
Pipedrive has evolved considerably in recent years so we needed someone to help configure it properly for our business. Paul’s in depth experience of business processes enabled him to quickly analyse our work flow then he tailored Pipedrive to our exact needs. It was like having a bespoke system designed specifically for us that turbo charged our whole process. The combination of Zoom calls and online learning worlds really well. His team keeps us updated whenever there are new features added and we also have the comfort of knowing we have tech support if needed.
Henry Sherwood - The Buying Agents
Being a member of the Master Pipedrive program has been really useful for my sales process. Paul has a wealth of knowledge and I feel a lot more control over my business now that I have Pipedrive working for me as my “point of truth”. The great thing about working with Paul is that he’s really generous with answering questions and pointing out things you’d never think of on your own. Those nuggets can help move your business forward and create more efficiencies, sales and revenue.
Shabbar Kassam - Lumos Financial
I have been working with Paul since 2020. I did refer to his videos and weekly call groups + consulting. It was of great assistance with our Pipedrive processes and knowledge. Paul is result-driven and very easy to work with. He helped us with our automation + Zapier integration – and much more. Thank you, Paul, for your support. I highly recommend Paul to anyone seeking Pipedrive success.
Marc Ouellette - Camions BL
I’ve used various CRM systems over the years, but my experience with Pipedrive has truly stood out. What has made this experience even better is the partnership with Paul Minors. His training program and guidance have made the onboarding process straightforward, and his team’s ability to understand our requirements and find quick solutions has been impressive. If you’re looking for a customizable CRM solution with excellent support, I highly recommend Pipedrive and Paul Minor’s expertise!
Yolanda Harris - The Keynote Group
Student case study
Listen to what michael had to say about working with me:
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:
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)
