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Lesson 6: Document Management

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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!

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