Contact

    Frequently Asked Questions

    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)