Returning customer? Login
In this video, I show you how to sync your Pipedrive contacts to a tool like Mailchimp or Active Campaign. This is particularly useful if you have a long sales cycle and you want […]
When getting started with Asana, it’s tempting to jump straight in, set up a few projects and start playing with all the features. When I work with clients 1:1, I challenge them to think about […]
Email continues to be one of the main time-sucks for the average knowledge worker. Every morning I’m greeted by about 20-30 new messages. This is a lot less than some people and I still have […]
It seems like every day there’s a new tool coming out that supposedly helps you to get more done and be more efficient. And if we’re not careful, shiny object syndrome tempts us to try […]
Last week I emailed my newsletter list to learn more about the kinds of things people want to learn about in 2021. And one of the most popular topics that kept coming up is organisation.
A lot of my clients who use Asana and(or) Pipedrive use the built in forms options to collect leads and streamline their workflows. However, in both Asana and Pipedrive, the form builders and integration options […]
In this video, I walk through some of the ways I’m using Pipedrive to track and improve client success. I’m really trying to take Pipedrive beyond just being a sales CRM and seeing how I […]
I often get asked about how I manage all the contacts in my business and how I market to these people using email newsletters and automation. In short, I use a combination of Pipedrive and […]
Email has become a pretty big beast to try and tame. The volume of email we receive on a daily basis is only getting worse and it’s not uncommon for me to work with a […]
Whenever I’ve worked with customers who tell me they have ‘too much to do’ or they’re feeling overwhelmed, I usually find they haven’t created processes that help them to do their work. Without a process, […]