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2.3: Using products and custom fields to store information

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Others Lessons

  • Lesson 7: Habits & Routines
  • Lesson 6: Document Management
  • Lesson 5: Notes
  • Lesson 4: Calendar Management
  • Lesson 3: Task Management
  • Lesson 2: Email Management
  • Lesson 1: Introduction

Other Lessons

Part 1: Foundation

  • Lesson 1.1: The consulting process explained
  • Lesson 1.2: Create your consulting goals
  • Lesson 1.3: How to “make time” to work on your side-business
  • Lesson 1.4: How to find and test your idea
  • Lesson 1.5: Managing your prospects with Pipedrive

Part 2: Getting Clients

  • Lesson 2.1: Setting up a 1-page website and copy writing
  • Lesson 2.2: Creating a booking system
  • Lesson 2.3: Marketing your service and getting discovered
  • Lesson 2.4: Setting up Google Adwords and generating leads
  • Lesson 2.5: How to get clients from YouTube

Part 3: Closing the Sale

  • Lesson 3.1: The initial call with your prospect
  • Lesson 3.2: How to price your consulting service
  • Lesson 3.3: Writing high-converting proposals
  • Lesson 3.4: How to increase your service quality
  • Lesson 3.5: Collecting payment from clients

Part 4: Optimise Your Time

  • Lesson 4.1: How to manage client work
  • Lesson 4.2: Using TextExpander to save time
  • Lesson 4.3: Eliminate, simplify, automate and delegate
  • Lesson 4.4: Automating your consulting system
  • Lesson 4.5: Making the leap to full-time virtual consultant
  • Lesson 4.6: How my consulting business has changed

Module 1: Planning your Asana strategy

  • 1.1: Introduction
  • 1.2: Your Asana vision and purpose
  • 1.3: Planning your Asana structure
  • 1.4: Members vs. Guests
  • 1.5: The Pyramid of Clarity

Module 2: Setting up your Asana account

  • 2.1: Setting up a project
  • 2.2: Using workflows, custom fields, rules, tags & forms
  • 2.3: Should you use projects or tasks? (e.g. clients, events)
  • 2.4: Importing tasks from a CSV
  • 2.5: Seeing the big picture with Portfolios and Workload
  • 2.6: Creating project and task templates
  • 2.7: How to manage meetings
  • 2.8: How to move projects between accounts
  • 2.9: Planning your goals in Asana

Module 3: Onboarding your team

  • 3.1: Planning your Asana rollout
  • 3.2: Define protocols and best practices
  • 3.3: Training your team (recommended agenda)
  • 3.4: Improving the success of adoption

Module 4: Using Asana on a daily basis

  • 4.1: Use ‘My Tasks’ to plan your day
  • 4.10: Daily habits every Asana user should follow
  • 4.2: How to communicate in Asana
  • 4.3: Checking the inbox
  • 4.4: Sharing project status updates
  • 4.5: How to use Asana and Slack
  • 4.6: Keyboard shortcuts
  • 4.7: Filtering tasks with advanced search
  • 4.8: How to manage approvals in Asana
  • 4.9: Best practices for assigning a task to a colleague or VA

Module 5: Integrations and automation

  • 5.1: How to create projects with subsections
  • 5.2: Automating tasks with Zapier
  • 5.3: Time tracking options
  • 5.4: Creating a client-facing project
  • 5.5: Multi-homing tasks into multiple projects
  • 5.6: Creating reports in Asana
  • 5.7: Creating automated checklists with rules

Module 1: Planning your Pipedrive strategy

  • 1.1: Introduction
  • 1.2: Your Pipedrive vision and purpose
  • 1.3: Planning your Pipedrive tech stack

Module 2: Setting up your Pipedrive account

  • 2.1: Organisations, contacts, deals & leads
  • 2.2: Setting up your pipeline(s)
  • 2.3: Using products and custom fields to store information
  • 2.4: Activities and lost reasons
  • 2.5: Importing data from a CSV file
  • 2.6: Using filters to find information
  • 2.7: How to bulk update information
  • 2.8: Setting up sales goals

Module 3: Onboarding your team

  • 3.1: Planning your Pipedrive rollout
  • 3.2: Define protocols and best practices
  • 3.3: User permissions, visibility and teams
  • 3.4: Training your team (recommended agenda)

Module 4: Using Pipedrive on a daily basis

  • 4.1: Using leads, contacts vs. deals
  • 4.2: Using activities to manage follow up
  • 4.3: Scheduling appointments with Pipedrive or Calendly
  • 4.4: Email integration, templates, automation and bulk messaging
  • 4.5: Calling via the Pipedrive caller and mobile app
  • 4.6: Insights, dashboards and reports
  • 4.7: Subscriptions, payment schedule and revenue forecasting
  • 4.8: Creating Smart Documents in Pipedrive
  • 4.9: Automating your sales process with Workflow Automation
  • 4.10: Sending email campaigns

Module 5: Integration and automation

  • 5.1: Create new contacts and deals with Zapier
  • 5.2: Adding contacts to a newsletter or drip campaign
  • 5.3: Posting Pipedrive updates to Slack
  • 5.4: Auto-generate proposals and quotes with Pandadoc
  • 5.5: Auto-generate contracts with Webmerge
  • 5.6: Invoicing via Quickbooks or Xero
  • 5.7: Using LeadBooster to get more leads
  • 5.8: Linking Pipedrive to a project management system
  • 5.9: My booking system and email automation explained

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Need Help?

Send an email to [email protected] – myself or Hayley will be happy to help you with anything you need (we aim to respond within a few days).

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Need help with Pipedrive?

Message me in the Slack group, or join a group call to get help with Pipedrive!

 Paul’s course has some of the most practical advice I’ve ever seen. His advice is actionable and easy to follow and I’m incredibly impressed with the quality of his work.

– Henry Reith

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Robert KiyosakiPaul worked with the Rich Dad team to help us evaluate our tools and determine the best way to automate our processes. He was very professional and pleasing to work with. Highly recommend!
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