tell people what to buy

Tell people what to buy [PMP #296]

Over the weekend I visited a local hardware store to enquire about purchasing a line trimmer. This is the second time I've been to the store in the last month or so and on both occasions, I left disappointed without making a purchase. I’ve talked to two salespeople now and neither one had enough product knowledge to make a clear recommendation that would solve my problem.

What I need is for someone to understand my needs, talk me through a few viable options and make a recommendation on which option to go with. I want to feel confident that I’m making the right decision before I spend $500.

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Why you need a CRM like Pipedrive [VIDEO]

Not sure if you need a CRM? If you're currently using your email or a spreadsheet to track your sales leads, this video outlines the benefits of using a CRM like Pipedrive (affiliate link) to track your sales opportunities. Continue reading

growing by teaching

Growing by teaching [PMP #295]

I’ve shared previously on this blog that my primary motivation right now (as it has been for years) is to make my business more efficient. In my business, efficiency boils down to:

  • Generating the same (or greater) revenue in less time.
  • Delivering the same (or move) value to clients, in less time.
  • Streamlining and outsourcing administrative tasks.
  • Removing myself as the bottleneck.

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How to migrate team communication into Asana [VIDEO]

My team and I have been using Asana as our primary tool for communication since the inception of my business. By communicating in Asana, we can keep all conversations linked to our work and we don't have to switch between email and other tools to find our conversations.

In this video, I share some tips on how you can encourage your team to make this behavioural change and how to adopt Asana as your primary tool for communication. Continue reading

10 Time-Saving Pipedrive Automations [Video]

I'm going to show you some real automations from my Pipedrive account that I use to save time during my sales process. My goal is for this video to give you an idea of what's possible with automation and how you may be able to use these features in your business.

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Getting started with Portfolios in Asana [VIDEOS]

Learn how to get started with Portfolios in Asana. Portfolios help you to zoom out and see where you're at across numerous projects. You can visualise when different projects start and finish, what milestones are coming up and track the capacity of your team. Continue reading

How to manage renewals in Pipedrive [VIDEO]

If you sell a product or service that renews (e.g. monthly or annually), you may be wondering what's the best way to manage this process in Pipedrive. In this video, I explain how to set up your pipelines and how to use automation to generate automatic reminders about upcoming renewals. Continue reading

Which VIEW should you use in Asana? [VIDEO]

When you set up a project in Asana, you can choose between the list, board, timeline or calendar views. But which one should you use? I often find people use the view that looks the nicest based on personal preference rather than the best view for the project. In this video, I share some thoughts on when to use certain views:

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