Introduction to Asana for Project Management [VIDEO]
In this video, I'm going to walk through setting up a project and the project management features you can use to help you work move your work forward more efficiently.
The tools I use to run my consulting business [PMP #277]
I often get asked about the different tools I use to run my business. And some people think I've tried many different tools to find the best ones. But actually, I've been using the tools listed below for many years and my tech stack is largely unchanged from when I first started my business in 2015. Here are the main tools I’m currently using as of March 2023.
How to use Pipedrive Smart Docs [VIDEO]
In this video, I show you how to use the Pipedrive Smart Documents feature to easily create documents (quotes, proposals, agreements, invoices) for sending to your leads. Smart Docs helps to reduce friction in your sales process by making it quick and easy for your clients to sign digital documents.
Managing expectations [PMP #276]
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.
How to replace email with Asana [VIDEO]
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.
How I make money as a software partner [PMP #275]
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.
My Daily Routine (March 2023) [VIDEO]
Join me on my daily routine and see how I structure my day.
Email nurture in Pipedrive [VIDEO]
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.
Why Multitasking Is a Productivity Myth (And What to Do Instead) [PMP #274]
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.
How to use the ‘Weekly Focus’ in Asana [VIDEO]
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.