pipedrive partner

PIPEDRIVE CONSULTING & TRAINING

Want to get more out of Pipedrive? Get help with sales optimisation, automation, integrations and reporting. Join weekly group calls and get private coaching to get support whenever you need!


BOOK INTRODUCTORY CALL

Please note these meetings are for potential new clients only. I respectfully ask you do not book unless you have an intent to explore my services.

WANT TO GET MORE OUT OF PIPEDRIVE?

Here's the #1 thing people tell me about Pipedrive: "I've set up Pipedrive but don't really know if I'm doing it right. I know it can do a lot more but don't have the time to figure it all out on my own." When you join the Master Pipedrive program, you'll learn:

1) HOW TO OPTIMISE YOUR ACCOUNT: We start by setting up or optimising your pipeline structure, custom fields and settings to make sure everything is well organised and easy to manage.

2) LEARN PIPEDRIVE'S MANY FEATURES AND CAPABILITIES: We'll explore key features that help you go from beginner to Pipedrive Master. You'll learn what Pipedrive can do and how to take it to the next level.

3) IMPROVE TEAM ADOPTION: You don't want your teams use of Pipedrive to slowly fizzle out. With Master Pipedrive, you'll follow the onboarding process I've used with hundreds of teams to increase adoption and best practices.

4) HOW TO STREAMLINE AND AUTOMATE PROCESSES: You'll also learn how to build automated workflows and integrate with 3rd party tools that will save you time and help you to close more sales.

What's it like to work with me? Listen to this interview with a previous client.

 

DOES THIS SOUND LIKE YOU?

I’m not sure how best to setup my pipeline and use Pipedrive. If you’re new to Pipeline, working out how to structure your pipeline in the most effective way, can be a real challenge. Often people end up with too many stages in a pipeline or they're not sure about which stage a client or deal fits into.

pipedrive-salesI need help integrating Pipedrive with other tools. Fitting Pipedrive into your existing processes can be confusing. How does it work with email? What about storing files and task management? I'll show you exactly where Pipedrive should fit into your existing sales process.

I’m using Pipedrive and want to increase my sales. Pipedrive is way more than just sales CRM tool. I'll show you have to extract useful information from the sales data so you can become a more effective sales team.

GET AN EXTENDED TRIAL OF PIPEDRIVE

New to Pipedrive? Sign up using my partner affiliate link to get a free 45-day trial (normally 15 days)!

Pipedrive Partner on white

ASK ME ABOUT THE FOLLOWING PIPEDRIVE INTEGRATIONS:

Allan Nolan

Before we hired Paul, our administrative workflow was very inefficient and we had difficulty keeping track of our internal and client communications. He worked very closely with us to learn our day to day challenges. Paul engineered a modern workflow for our entire company and the results were fantastic! Our overall administration is now extremely efficient and our staff and clients noticed an immediate difference. We were very pleased with Paul’s solutions and his service levels and would highly recommend him to any company.

Allan Nolan Safety First Training

INTRODUCING... MASTER PIPEDRIVE: ONLINE COURSE + COACHING

This at-your-own-pace course outlines the process I've used for years working with hundreds of one-on-one clients. You'll be guided through the necessary steps to set up and optimise your account. I'll teach you how to onboard your team and share all the best practices to follow to ensure Pipedrive is successfully adopted.

You can get help directly from me at any time via my private Slack community or by joining weeky group coaching calls! There are also options to get additional one-on-one support and team training hosted by me (Paul)!

"How is it different from your YouTube videos?"

My YouTube videos are very ‘lite’ and cover quick features. Think of them as the teaser trailer before you watch the feature film. This course is a step-by-step process of how to set up and rollout Pipedrive to your team. It also comes with 1-on-1 support, group coaching and a private community.

“I'm busy, how long will this take?"

My lessons get to the point without all the “fluff" so you can get answers, fast. It's best if you can watch the course from start to finish (there’s around 6 hours of content all up). But if you want to pick and choose which lessons to watch, that's fine as well. You'll also be able to get your questions answered by my each week when you join my group coaching calls.

The timing is never right to make a radical change to your business. Previous clients have often commented on how adopting a new tool can be scary and time consuming. But at the end of the day they’ve always come back wishing they’d done this 6 months or a year ago. And following my approach means yo’ll get to where you want to be in a lot less time compared to if you go it alone.

Ultimately our objective is to use Pipedrive to save time. By automating key steps, you'll save a lot of time in the future and more effectively follow up and close leads.

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a "go at your own pace" program where you're free to view the lessons whenever you like:

 

MODULE 1: PLANNING YOUR PIPEDRIVE STRATEGY

  • 1.1: Introduction (3:16)
  • 1.2: Your Pipedrive vision and purpose (6:17)
  • 1.3: Planning your Pipedrive tech stack (9:16)

MODULE 2: SETTING UP YOUR PIPEDRIVE ACCOUNT

  • 2.1: Organisations, contacts and deals (12:52)
  • 2.2: Setting up your pipeline(s) (13:39)
  • 2.3: Using products and custom fields to store information (14:11)
  • 2.4: Activities and lost reasons (12:12)
  • 2.5: Importing data from a CSV file (10:46)
  • 2.6: Using filters to find information (6:34)
  • 2.7: How to bulk update information (6:43)
  • 2.8: Setting up sales goals (5:52)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Pipedrive rollout (10:13)
  • 3.2: Define protocols and best practices (12:53)
  • 3.3: User permissions, visibility and teams (8:57)
  • 3.4: Training your team (recommended agenda) (10:22)

MODULE 4: USING PIPEDRIVE ON A DAILY BASIS

  • 4.1: Using lead inbox, contacts vs. deals (11:03)
  • 4.2: Activities, automation and calendar sync (20:10)
  • 4.3: Scheduling appointments with Pipedrive or Calendly (13:10)
  • 4.4: Email integration, templates, automation and bulk messaging (20:25)
  • 4.5: Calling via Pipedrive or Toky (7:216)
  • 4.6: Reporting and insights (19:07)
  • 4.7: Recurring revenue and forecasting (20:07)
  • 4.8: Setting the deal value and when to click ‘Won’ (8:28)

MODULE 5: INTEGRATIONS & AUTOMATION

  • 5.1: Create new contacts and deals with Zapier (18:45)
  • 5.2: Adding contacts to a newsletter or drip campaign (18:42)
  • 5.3: Posting Pipedrive updates to Slack (6:16)
  • 5.4: Auto-generate proposals and quotes with Pandadoc (9:35)
  • 5.5: Auto-generate contracts with Webmerge (13:25)
  • 5.6: Invoicing via Quickbooks or Xero (7:04)
  • 5.7: Setting up the LeadBooster chat bot (8:37)
  • 5.8: Linking Pipedrive to a project management system (10:05)
  • 5.9: My booking system and email automation explained (23:25)

Click here to go behind the scenes and see what's inside the course.


Peter Kullman

Paul was a great help in getting our Pipedrive organized as we grow our business and add new sales people. He was able to help us develop better client reports and show us how we can measure each sales person productivity. I would highly recommend anyone who uses Pipedrive to work with Paul to maximize its capabilities.

Peter Kullman Newbridge Marketing Group

WHAT'S INCLUDED?

🎓 Master Pipedrive Course + Updates

Get my complete step-by-step program. This is the process I've used with clients on projects that normally cost between $3-7,000. As new Pipedrive features are released, I'll be updating the course material so you always know how to make the most out of what Pipedrive has to offer.

🤖 Automated Zapier Workflows

Install my plug-and-play Zapier workflows and start automating your sales process, fast! Link Pipedrive to your website, automate emails, link with your email CMS and more...

🤝 Private Slack Community ($397 value)

Join my private Slack channel. This is great for asking quick questions and sharing ideas with other Pipedrive users who have gone through the training.

👩‍💻 Group Coaching x2/wk with Paul Minors ($1,200 value)

Connect with me twice a week during group coaching calls. No agenda, small groups. Turn up with your questions or share your screen to get feedback. Can't make it? Submit your questions and watch the replay later.

☎️ Private Sessions with Paul Minors

I also offer private consulting sessions that you can use anytime. These sessions can be used however you like; I can answer your questions, train your team or help with integrations and automation. Private sessions are $250 per 90-minute session on the monthly plan. Or get 4x 1-hour sessions for FREE on the unlimited plan.

YOUR OPTIONS

If you're on a budget, you can pay monthly to access the course and join group calls (cancel anytime). For more one-on-one training and ongoing support, you can sign up for my "unlimited" option.

Save 25% this week get a FREE consulting call ($250 value)!

100% Money-Back Guarantee!

Master Pipedrive Course + Updates

Automated Zapier Workflows

Private Slack Community ($397 value)

Group Coaching x2/wk with Paul ($1,200 value)

Private Sessions with Paul (use anytime)

Number of Course Logins

MONTHLY

$397/mo

No commitment, cancel after one month if you like or earn lifetime access after 8 payments

  • Master Pipedrive Course + Updates

  • Automated Zapier Workflows

  • Private Slack Community ($397 value)

  • Group Coaching x2/wk with Paul ($1,200 value)

  • Private Sessions with Paul (use anytime)

    +$250/90min
  • Number of Course Logins

    1 Licenses

Unlimited

$2,497

SAVE 22%! One Time Payment. Plus comes with private consulting sessions with Paul

  • Master Pipedrive Course + Updates

  • Automated Zapier Workflows

  • Private Slack Community ($397 value)

  • Group Coaching x2/wk with Paul ($1,200 value)

  • Private Sessions with Paul (use anytime)

    4 Hours (FREE!)
  • Number of Course Logins

    2 Licenses
100% Money-Back Guarantee!

Master Pipedrive Course + Updates

Quick Start Project Templates

Private Slack Community

Group Coaching x2/wk with Paul

Private Sessions with Paul (use anytime)

Number of Course Logins

MONTHLY

$297/mo
$397/mo

No commitment, cancel after one month if you like or earn lifetime access after 8 payments

  • Master Pipedrive Course + Updates

  • Quick Start Project Templates

  • Private Slack Community

  • Group Coaching x2/wk with Paul

  • Private Sessions with Paul (use anytime)

    90-Min (FREE!)
  • Number of Course Logins

    1 Licenses

UNLIMITED

$1,997
$2,497

SAVE 22%! One Time Payment. Plus comes with private consulting sessions with Paul

  • Master Pipedrive Course + Updates

  • Quick Start Project Templates

  • Private Slack Community

  • Group Coaching x2/wk with Paul

  • Private Sessions with Paul (use anytime)

    4 Hours (FREE!)
  • Number of Course Logins

    2 Licenses

Payment Logos V2

This is a secure SSL encrypted payment. Prices are shown in USD.

 

QUESTIONS

How long will I have access to the course?

When you join month-to-month, you’ll have access until you cancel. When you join the lifetime plan, you'll have access to Master Pipedrive forever!

How much experience do I need?

It doesn't matter whether you're an absollute beginner, or if you've been using Pipedrive for a while, you'll learn a lot about how to structure your account and get more out of Pipedrive. I'll guide you through my consulting process step-by-step.

How does membership work?

As long as you have either the monthly or unlimted membership, you'll be able to access the course and join group coaching calls (you can cancel your monthly membership any time but you'll lose access to the course and coaching). If you pay monthly, you'll earn the unlimited access after 8 instalments.

Should I get the monthly or yearly option?

The monthly option is great if you're on a budget and would like to join a few group calls to get your questions answered fast. But a month can go by very fast and you may have to extend this... There's a lot more long-term value in the unlimited option which also includes private consulting sessions.

Will this course be too basic for me?

Not at all. In my experience, even users who have used Pipedrive for a while are surprised when I show them a few little tricks. And in module 5, we'll get into some pretty cool integrations and automations that will really take you to the next level.

How does the group coaching work?

Once a week, Paul hosts a group call on Zoom and answers any questions that students have asked. You don't have to attend live - every session is recorded and shared in Slack afterwards.

YOUR RETURN ON INVESTMENT

While some people like to “go it alone” first, I usually find new users don’t know what they don’t know and fall into bad habits very quickly. By working with me, I can help point out costly mistakes to avoid that you’ll likely miss on your own. Ultimately you’ll save time by working with me as I can fast track your learning.

While it’s hard to say exactly how much financial benefit using Pipedrive will create, here are the key factors that will deliver a massive ROI on this project:

  • TEAM EFFICIENCY. If the average 5 person sales team saved just 1 hour a day (a very conservative estimate), that’s over $37,000 over the course of a year.
  • INCREASED SALES. By saving time and prioritising higher quality leads, the sales team can close a higher percentage of leads.
  • FEWER LOST OPPORTUNITIES. By creating an effective system for following up and communicating with leads, fewer sales opportunities will be missed.
  • HIGH-QUALITY REPORTING. With better sales reports, the team will have more data available to measure the effectiveness of marketing campaigns and tracking individual sales performance.

Listen to what michael had to say about working with me:

Who am I?

My name is Paul Minors. I've been using Pipedrive since 2015 and think it's one of the best tools you can use to manage your clients and lead them towards a sale. Whether you're a solo operator, part of a small team or leading an army of salesman, Pipedrive is the perfect tool managing your sales process. I've worked with a number of clients to help them get more out of Pipedrive and grow their sales. My goal is to help you to master your tools so that you can spend less time worrying about the work, and more time closing sales and growing your business.

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