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One of the most important contributing factors to a successful client engagement is how you manage expectations. When you’re just getting started in the consulting or freelancing world, it’s tempting to tell the client what they want to hear in order to win a job. I’ve learned it’s better not to over-promise and instead be as realistic as possible with respect to the client's expectations.
One of the many benefits of using Asana is that it can help you to replace your internal email.
The benefit of doing this is that it keeps your conversations inside the tasks and projects where your work lives (so there's no need to switch back and forth between Asana and email when you need to review conversations).
I find this really helps us to stay focussed on what we need to do and the conversation helps the work to move forward more efficiently.
Since 2015, the bulk of my company's revenue has come from consulting services and fees earned as a software partner. One of the great things about being a software partner is that you can earn an income from multiple revenue streams so you’re not reliant on just one source of income. In this post, I’d like to explain how a software partner like me makes money.
Join me on my daily routine and see how I structure my day.
Pipedrive's automation and emailing features have come a long way since I first started using the CRM back in 2015. Creating a simple nurture sequence is easy and is great for getting your leads to book a discovery call, following up on quotes or nurturing leads over the long run until they're ready to make a purchase decision.
In this video, I show you how to create a simple email nurture sequence using the native automation features in Pipedrive.
Side-Note: As a bit of an experiment, this post was mostly written by ChatGPT and edited by me (here are the requests I used). Let me know what you think in the comments below!
Multitasking is often described as a way of getting more done by juggling multiple tasks simultaneously. The truth is, multitasking is a productivity myth. In fact, trying to do too many things at once can actually be detrimental to your overall productivity. So why is multitasking a productivity myth, and what should you be doing instead? Let's take a closer look.
You may have noticed a new feature in Asana where you can set your ‘Weekly Focus'. Your weekly focus is used to capture your top priority for the week. At the moment, it's set via the Asana mobile app and is visible on the desktop version.
![offer less but be the best [PMP #273]](https://paulminors.com/wp-content/uploads/2023/02/offer-less-but-be-the-best-PMP-273-680x362.jpg)
I usually get approached by people who need help with one of three tools: Asana, Pipedrive or Zapier. And because I offer support for a project management tool like Asana, I often get asked if I can help with similar apps like ClickUp or Trello. Similarly, with Pipedrive, I often get asked whether I support other CRM’s like Hubspot or Monday. People tell me all the time that I could grow my business if I offered more services. But I find it very beneficial to offer fewer services and to offer the best support we can for that particular tool.
The timeline view in Asana is great for longer projects that have a deadline you need to work backwards from. Timelines help you to visualise which tasks need to be completed before you can progress to the next task or phase of a project so you can keep your team focussed on the work that matters most.
In this video, I share how to use Projects in Pipedrive to manage the post-sale fulfilment or delivery of your product/service. By signing up for Projects in Pipedrive you can keep your team in one system rather than having to switch between multiple tools and worry about integrations.