Documenting your processes not only helps to improve your efficiency but it’s necessary if you ever plan to scale your business. By having a checklist or notes on how to complete a specific task, you […]
All posts tagged Efficiency
Your team’s use of Asana will greatly improve if you follow a few best practices when creating and assigning tasks. Here are some tips on what to include in a task so that the assignee […]
In this tutorial, you’ll learn how to sync your Gmail or Outlook with Pipedrive. By integrating your email accounts with Pipedrive, you can manage your leads and deals more efficiently, track your email communication with […]
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.
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 […]
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 […]
Every team needs to have a Chief Asana Officer (CAO). Someone with a good understanding of Asana who can help to onboard the team and ensure the tool is being successfully adopted internally. Without a […]
Every week, my Zapier expert, Warwick, and I do a ’weekly review’ where we run down the list of all clients we’re currently working with to determine where we’re at and what we need to […]
In this video, I share some of the ways I use TextExpander for communicating more effectively with clients for sales and customer service.
We make thousands of decisions every single day from what to wear or what to eat for breakfast to how to respond to an email or what to work on next. And we should always […]