Contact

    Frequently Asked Questions

    • I'd like to inquire about consulting, can we have a chat?

      Absolutely. You can book an introductory call on our AsanaPipedrive or Zapier consulting pages. Please note these meetings are for potential new clients only. We respectfully ask you do not book unless you have an intent to explore our services.

    • Where are you based?

      We are a global and remote team. Our founder, Paul Minors, is based in Auckland, New Zealand. We have consultants in the US, Canada, Australia and New Zealand. This allows to accomodate almost all timezones.

    • Can I guest post on your blog?

      We’re not accepting guest posts at this time.

    • Do you have any free resources?

      Yes, check out out blog to view the latest training videos. You can also subscriber to our YouTube channel.

    • Do you specialise in any other tools?

      We support our clients with Asana, Pipedrive and Zapier as these are the tools we use in our team, every single day. Rather than being a more general expert in a range of  tools, we prefer to go deep and specialise in our preferred services.

    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: October-2023)

    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: Subscriptions, payment schedule and revenue forecasting (19:46)
    • 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)