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.

Paul Minors figure (Pipedrive)

OVERWHELMED TRYING TO FIGURE OUT PIPEDRIVE?

When you get started with Pipedrive, figuring out how to structure your sales process can be overwhelming. Pipedrive can do a lot, how do you know where to start and what features to use?

You probably have a basic understanding of Pipedrive and now you're ready to learn more; you want to make Pipedrive the main hub for your sales team and have everything in one place but don't have time to figure it out on your own.

My name is Paul and I've helped hundreds of clients to streamline their sales process using Pipedrive.

STREAMLINE YOUR SALES PROCESS WITH PIPEDRIVE!

Think of me as your virtual Pipedrive support guide. Working with me, you'll learn:

1) HOW TO STREAMLINE YOUR SALES PROCESS: By using Pipedrive to manage your sales process, we can drastically improve your teams efficiency and sales.

2) CENTRALIZE YOUR WORK IN ONE PLACE: Learn how make Pipedrive the hub for all your contacts, notes and client communication.

3) IMPROVE TEAM ADOPTION: You don't want your teams use of Pipedrive to slowly fizzle out. Follow my onboarding process to increase adoption and establish best practices. This is particular important for growing companies.

4) AUTOMATE YOUR SALES PROCESS: Learn how to build automated workflows and integrate with 3rd party tools that will save you time and help you to close more sales.

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)!

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)

More videos coming soon... (Last Updated: September-2020)

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)

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.

"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 Asana to your team.

The program also gets you access to ME! Join weekly group calls and get 1:1 support. You can also learn from other dedicated customers via my 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. Past students often comment on how practical the material is and how clearly lessons are explained.

It's best if you can watch the course from start to finish (there's around 7-8 hours of content all up). But if you want to pick and choose which lessons to watch, that's fine. 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. Following my approach means you’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. Then you can work more “on” the business and less “in” the business.

Mathew Kronquist

I would like to thank Paul for assisting me with the set up of the Pipedrive system for our business. Best money ever spent on the business. I did not have time to learn all that he knows just to be able to begin setting up the different actions and automations. You would have to learn all of the softwares capabilities in order to begin to know how you want to use it for your business. Working with Paul fast tracked that by a few years of running in the wrong direction or running in the dark and in the wrong direction.

Mathew Kronquist The Christmas Kings

CHOOSE YOUR PLAN

If you're on a budget, you can get just the course (one-time payment: $750). For ongoing support, sign up to the Monthly play to join weekly group calls and the community ($397/mo). For long-term support and 1:1 training, join the "Unlimited" plan (one-time payment: $2,497).

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

100% Money-Back Guarantee!

Master Pipedrive Course + Updates

Pre-Built Zapier Workflows

Private Slack Community ($397 value)

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

Private Sessions with Paul

Number of Course Logins/Attendees on Group Call

COURSE ONLY

$750

One-time payment for just the course, none of the extras.

  • Master Pipedrive Course + Updates

  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

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

  • Private Sessions with Paul

    +$250/90min
  • Number of Course Logins/Attendees on Group Call

    1 License

MONTHLY SUPPORT

$397/mo

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

  • Master Pipedrive Course + Updates

  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

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

    Monthly Access
  • Private Sessions with Paul

    +$250/90-min
  • Number of Course Logins/Attendees on Group Call

    1 Licenses

UNLIMITED

$2,497

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

  • Master Pipedrive Course + Updates

  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

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

    1-Year of Access
  • Private Sessions with Paul

    4 Hours (FREE!)
  • Number of Course Logins/Attendees on Group Call

    2 Licenses

NEED CUSTOM CONSULTING?

Get help with account migration, sales automation and team training.

Book an introductory call below to learn more about my custom consulting options. These project typically range from $4,000-10,000.


BOOK INTRODUCTORY CALL

100% Money-Back Guarantee!

Master Pipedrive Course + Updates

Pre-Built Zapier Workflows

Private Slack Community ($397 value)

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

Private Sessions with Paul

Number of Course Logins/Attendees on Group Call

COURSE ONLY

$500
$750

One-time payment for just the course, none of the extras.

  • Master Pipedrive Course + Updates

  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

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

  • Private Sessions with Paul

    +$250/90min
  • Number of Course Logins/Attendees on Group Call

    1 License

MONTHLY SUPPORT

$297/mo
$397/mo

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

  • Master Pipedrive Course + Updates

  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

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

    Monthly Access
  • Private Sessions with Paul

    +$250/90-min
  • Number of Course Logins/Attendees on Group Call

    1 Licenses

UNLIMITED

$1,997
$2,497

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

  • Master Pipedrive Course + Updates

  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

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

    1-Year of Access
  • Private Sessions with Paul

    4 Hours (FREE!)
  • Number of Course Logins/Attendees on Group Call

    2 Licenses

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Geoff Griffiths

Working with Paul has been great as we rebuild Pipedrive to fuel future sales growth. The Master Pipedrive course is a brilliant resource and point of reference, while the one-on-one sessions have allowed me to bring all manner of thoughts, questions and challenges to the table and really tap into Paul's knowledge to find solutions that will scale as we do!

Geoff Griffiths Built Visible

FREQUENTLY ASKED QUESTIONS

Which option should I get?

If you're on a budget, you can get just the course (one-time payment: $750). For ongoing support, sign up to the Monthly play to join weekly group calls and the community ($397/mo). But a month can go by very fast and you may have to extend this... For long-term support and 1:1 training, join the "Unlimited" plan (one-time payment: $2,497).

How much experience do I need?

It doesn't matter whether you're an absolute beginner, or if you've been using Pipedrive for a while, I'm sure you'll learn a lot about how to optimise and automate your sales process and get more out of Pipedrive.

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 each week (you can cancel your monthly membership any time but you'll lose access to the course and coaching).

Alternatively, you can get the 'Course Only' option and get lifetime access to the course and future updates.

How do the 1:1 sessions work?

The one-on-one sessions are great if you'd like to take a deeper dive into your account, get help with automation or team training. These sessions are hosted on Zoom and can be recoreded. The hours purchased with the monthly option or that are included with the unlimited option should be used within a 12-month period (after which they expire).

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 your sales game to the next level.

How does the group coaching work?

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

Get access to group calls by signing to either the Monthly or 'Unlimited' option. The 'Unlimited' option includes 12 months of support via group calls, after which you can renew at a discounted rate.

Please note: Right now, offering group support is the main way I help clients, but this is not a lifetime subscription. As my business model may change, I cannot 100% guarantee that group calls will be available 5 years from now.

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. I've worked with hundreds of clients to help them streamline their sales process using Pipedrive. I created this course to share the step-by-step process I've used to help hundreds of business to improve their sales process with Pipedrive. 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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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.

STUDENT CASE STUDY

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

READY TO GET STARTED?

I'M READY TO SIGN UP!

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