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Pipedrive is my main ‘source of truth'. Meaning it's where I keep all my contacts; not just clients but everyone in my network. When using Pipedrive this way, it's important to use labels, custom fields and notes correctly to make your contacts easy to filter and search for later.
In this video, I show you a few of the ways you can better organise your contacts so that they're easier to find later.
In this video, I share some tips on how to get a new team to adopt a tool like Asana and how to introduce it to them in a friendly way. Continue reading
Isn’t it frustrating when you’ve planned your time have a clear agenda for what you’re going to work on, only to receive an email or to have a colleague derail your day by coming to you with an issue that requires urgent attention? These ‘fires’ often require us to stop what we’re doing and put everything else on hold so we can deal with this seemingly important and urgent issue.
In this video, I explain how to use the permission and visibility options to control what your team can see and do in Pipedrive.
I run my digital business from New Zealand (GMT+12) and service a lot of US-based clients who are on Pacific (GMT-8) and Eastern (GMT-5) times. That’s a pretty big gap in time but is less challenging than you would think to manage.
In this video, I share how we use Asana in my business to organise the work we're doing and to communicate as a team.
A surgeon is a master at using a scalpel. They don’t just have a basic understanding of the tool. They’ve spent thousands of hours perfecting their skill with it to make sure every cut they make is calculated and accurate.
In this video, I explain the process I went through to migrate from Mailchimp to ConvertKit. It was a big process, so if you need extra help, I recommend ConvertKit's migration service.
When problems arise, the natural thing to do is to put them off and run away from them. I’ve you’ve ever said something like, “I can’t think about this right now, I’ll deal with it later”, you know what I mean.
Asana, while being simple and easy to use, is a powerful project management tool (when you know what you're doing). It's packed with features and clients of mine are often surprised when I point out some of these lesser-known or obvious features: