How to organise your ‘My Tasks’ in Asana [VIDEO]
We often find that Asana users don’t use their ‘My Tasks’ page properly and can’t see what they should be working on next. In this video, I share some tips on how to clean up […]
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Getting started with Pipedrive’s Custom Fields [VIDEO]
Custom fields in Pipedrive allow you to store important information related to the deals (sales opportunities) you’re working on, the people and organisations that you’re selling to. In this video, I share how to […]
Getting started with Fantastical [VIDEO]
In this video, learn how to get started with Fantastical (affiliate link). I’ve been an Apple Calendar user for a while but after exploring some of Fantastical’s Premium features, I decided to make the switch. […]
How to Sync Gmail or Outlook with Pipedrive [VIDEO]
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 […]
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.
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 […]
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 […]
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 […]
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 […]