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PIPEDRIVE CONSULTING & TRAINING

Want to get more out of Pipedrive? Master Pipedrive has helped 250+ companies to go beyond the basics. Inside, everything you need to optimise and automate your sales process, onboard your team and profit from a better sales workflow.


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"Best money ever spent on the business! I didn't have time to figure Pipedrive out on my own. Working with Paul fast tracked my learning by a few years and saved me from loads of trial and error" - Mathew Kronquist

Pipedrive Premier Partner (on black)

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 my team has helped hundreds of clients to streamline their sales process using Pipedrive. We're pretty good at what we do and were awarded 'Pipedrive Global Partner of the Year' for 2021

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 Premier Partner (on black)

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, deals & leads (15:01)
  • 2.2: Setting up your pipeline(s) (16:17)
  • 2.3: Using products and custom fields to store information (15:43)
  • 2.4: Activities and lost reasons (14:01)
  • 2.5: Importing data from a CSV file (10:46)
  • 2.6: Using filters to find information (10:26)
  • 2.7: How to bulk update information (7:11)
  • 2.8: Setting up sales goals (9:33)

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) (8:49)

 

More videos coming soon... (Last Updated: September-2021)

MODULE 4: USING PIPEDRIVE ON A DAILY BASIS

  • 4.1: Using leads, contacts vs. deals (12:28)
  • 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 the Pipedrive caller and mobile app (8:08)
  • 4.6: Insights, dashboards and reports (21:18)
  • 4.7: Subscriptions, payment schedule and revenue forecasting (19:46)
  • 4.8: Creating Smart Documents in Pipedrive (12:17)
  • 4.9: Automating your sales process with Workflow Automation (24:29)

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 (6:43)
  • 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 (8:06)
  • 5.7: Using LeadBooster to get more leads (15:28)
  • 5.8: Linking Pipedrive to a project management system (13:23)
  • 5.9: My booking system and email automation explained (23:25)

What's included?

☎️ Private Sessions with a Pipedrive Expert

You can book private consulting sessions with me (Paul) or one of my approved Pipedrive Experts. These sessions can be used however you like; we can answer your questions, train your team or help with integrations and automation.

👩‍💻 Weekly Group Coaching with Paul Minors ($1,200 value)

Connect with me every 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 I'll send you a video response.

🤝 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.


🎓 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.

🤖 $6,000+ Worth of Zapier Workflows

Get access to our library of Zapier workflows so you can quickly install Zaps that connect your Pipedrive account with other tools in your tech stack.

These are Zaps we built for clients which we're making available to members of the Master Pipedrive program! There's over $6,000 worth of Zaps in this library alone!

“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 me 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.

"Couldn't i just figure this out on my own?"

Most of the people I work with understand the value of their time and prefer to work with an expert who can help them fast-track their learning and avoid costly mistakes. A lot of people come to me having tried figuring things out on their own only to find they're not using Pipedrive in the best way. I'm also able to point out ways of using Pipedrive and automating your sales process that you may never discover on your own.

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.

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

“Should I join?”

Not everyone is right for this program and I don't want to waste your time. Here's what I think:

😇 You'll love this program if:

 

  • You want to maximise the performance of your Pipedrive account.
  • You realise that paying for a CRM each month isn't enough. Quality-in determines quality-out and you want to use Pipedrive in the best way to boost sales in your business.
  • You want to learn "over the shoulder" from someone who's helped hundreds of clients to maximise their use of Pipedrive.
  • You want to learn from other Pipedrive users who have experienced what you're going through.
  • You want to connect with me in person to get help optimising your sales process and training your team.
  • You like specifics and don't have much patience for "fluff".

😔 This program isn't for you if:

 

  • You're hoping that the program will suddenly fix all your problems.
  • You don't use Pipedrive or aren't planning on it any time soon.
  • You don't want to automate your sales process and are happy doing things manually.
  • If you'd prefer to work with an expert on an adhour hourly basis. While I do offer 1:1 consulting, my video training prepares you for sessions so we can use the time effectively.
  • You're happy with your sales process, how you follow up and don't want to change how you sell in the slightest.
  • You "don't have time". The program requires at least a few hours a week over the short-term and a willingness to learn.

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Try Master Pipedrive FREE for 30 Days!

The Master Pipedrive program comes with a “try it free for 30 days” unconditional guarantee. I’m not asking you to say yes today. I’m asking that you take the next step. Once you try our program, you can see if it’s right for you and if it’s not, I’ll send your money back no questions asked (within 30 days). This way, I’m taking on all the risk so you don’t have to.

In fact, I also offer a conditional guarantee if you watch at least 3 hours of the course, attend a minimum of 2 group calls and have a private session with our team and you’re still not satisfied, I’ll refund your money AND send you $300 so you can pay for a few hours of support from another expert.

Pipedrive Premier Partner (on black)

Meet the team

As demand for Pipedrive expertise has grown, I've expanded the team so we have enough capacity to work with everyone that needs our help. Here are the Pipedrive Experts on the Minor Workshop team:

Hi, I'm Ben. I began my career in Information Technology while serving 5 years in the Marine Corps as an information systems security specialist. I transitioned into civilian life as a CDN Systems Engineer for a Forbes 500 company. After 10 years as a CDN Engineer I found Pipedrive and CRM automation and haven't looked back. I'm able to build, customize, automate, and maintain any size or flavor of CRM from top to bottom. I'm very detail oriented and a self starter; I get the job done effectively and efficiently while setting clear expectations and maintaining clear communication throughout a project.

Ben Sanchez
Ben Sanchez Pipedrive Expert

Hi, I'm Warwick and I'm based in Wellington, New Zealand. After running my own ecommerce business I discovered Zapier and learned how much potential it has to automate mundane tasks. I joined Paul's team in 2019 and now look after all our clients automation requirements. If you use Pipedrive, you should probably be using Zapier to automate your sales process. I love problem solving and working with business owners to streamline their sales operations. It's always so satisfying to hear from clients who are saving time, cutting costs and growing revenue because of the automated systems we've built.

Warwick Palm
Warwick Palm Zapier Expert

Get instant access to the entire program

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)!

Not sure which package to get? Watch this video and I'll help you decide!

100% Money-Back Guarantee!

Master Pipedrive Course + Updates

Pre-Built Zapier Workflows

Private Slack Community ($397 value)

Weekly Group Coaching with Paul ($1,200 value)

Private Sessions with Pipedrive Expert

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

    Lifetime Access
  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

  • Weekly Group Coaching with Paul ($1,200 value)

  • Private Sessions with Pipedrive Expert

    +$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.

  • Master Pipedrive Course + Updates

    Monthly Access
  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

  • Weekly Group Coaching with Paul ($1,200 value)

    Monthly Access
  • Private Sessions with Pipedrive Expert

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

    1 License

UNLIMITED

$2,997

SAVE 47%! One Time Payment. Plus comes with private consulting sessions with Paul.

  • Master Pipedrive Course + Updates

    Lifetime Access
  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

  • Weekly Group Coaching with Paul ($1,200 value)

    1-Year of Access
  • Private Sessions with Pipedrive Expert

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

    2 Licenses

Need Custom Consulting?

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)

Weekly Group Coaching with Paul ($1,200 value)

Private Sessions with Pipedrive Expert

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

    Lifetime Access
  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

  • Weekly Group Coaching with Paul ($1,200 value)

  • Private Sessions with Pipedrive Expert

    +$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.

  • Master Pipedrive Course + Updates

    Monthly Access
  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

  • Weekly Group Coaching with Paul ($1,200 value)

    Monthly Access
  • Private Sessions with Pipedrive Expert

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

    1 License

UNLIMITED

$1,997
$2,497

SAVE 47%! One Time Payment. Plus comes with private consulting sessions with Paul.

  • Master Pipedrive Course + Updates

    Lifetime Access
  • Pre-Built Zapier Workflows

  • Private Slack Community ($397 value)

  • Weekly Group Coaching with Paul ($1,200 value)

    1-Year of Access
  • Private Sessions with Pipedrive Expert

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

    2 Licenses

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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?

Every 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.

Ready to Get Started?

I'M READY TO SIGN UP!

Student results

Angie Cirone

Our organization has used Pipedrive for many years, but Paul Minors' course and coaching helped us to form a strategy around our sales process. We created Pipedrive protocols, set up a better insights dashboard, and took a deeper dive into custom fields. The course is helpful for new and experienced Pipedrive users.

Angie Cirone Source Brand Solutions
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
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
Catherine Birchall

Paul is practical, incredibly helpful and after introducing Pipedrive to my business assisted me on the road to mastering Pipedrive. After 17 years in business and multiple CRM’s, hours of lost time in productivity I finally hit the jackpot. A virtual consultant that helped me get my CRM working rather than me working for the CRM. Paul's training materials are excellent and I am well credentialed to comment on this after over 30 years in education and training and notably digital eLearning. Thanks Paul. You have introduced me to a new way of working and a real solution that will change my life. Pipedrive is great but Paul is the best!

Catherine Birchall Money101
Craig Gambardella

Paul and his team did an amazing job at helping me to understand how to use PipeDrive to it’s fullest potential. His team also helped me to integrate my ZoomInfo account to Pipedrive, making it incredibly easy to create contacts, and send our targeted emails to help with our business development efforts. I strongly recommend everyone who has signed up with PipeDrive to use Paul and his services to maximize your experience with PipeDrive.

Craig Gambardella The Shopping Center Group


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
Janicia Lamona

Paul’s Pipedrive training and coaching materials were very easy to follow for someone who had never accessed the cloud-based software, like myself. I found the course very detailed and structured and the videos give you the option to learn at your own pace. Paul is extremely hands-on and approachable. His weekly live sessions were extremely useful for getting questions answered and feedback on our set up. If you would like to learn about Pipedrive, Paul’s course is your best bet!

Janicia Lamona Clear Course
Dean Ginsburg

Paul and his team have literally re-invented the way my business functions – we’ve streamlined our sales process and automated all of the repetitive tasks that were real pain points for my team, resulting in wasted time and endless data entry. Very happy with the outcome – highly recommend!

Dean Ginsburg Symmetry Media
Dylan Mitchell

After contacting Pipedrive support companies all over the world, I feel that I made the right choice with Paul's Master Pipedrive program. Over the past few months I have become more familiar with Pipedrive specifically, but also other software that we've now plugged into Pipedrive (with Paul's help). I now have a deeper understanding of how we can get the most out of a CRM.

Dylan Mitchell Worldwide Property Co.

Student case study

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

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