Pipeline Essentials

Pipeline Essentials (Cover)

Pipeline Essentials covers the essentials on setting up Pipedrive’s Sales CRM and starting to use it for your freelancing or consulting business.

Set up your CRM and start using it!

How can Pipeline Essentials help you?

Are you struggling to start using a “CRM” (Customer Relationships Management Software) in your business?

Are you searching for a recommendation on what to use to manage your pipeline and how to get it set up?

Do you just want to take care of this thing you feel you should be doing?


  1. You aren’t using a CRM and feel like it’s something you should be doing or
  2. You’re already using a CRM and looking for new insights into how to use one effectively

Then Pipeline Essentials is for you!

Pipeline Essentials is a ~90-minute, 10-lesson video course that gives you an ‘over the shoulder’ look, with guidance from Kai Davis, on how to set up and use your new Pipedrive CRM account.

You’ll learn:

  • How to set up and manage Pipedrive for your business
  • How to create and manage your sales pipeline in Pipedrive
  • What “Activity-Based Selling” is and how to use it to set your sales targets

“Who is Pipeline Essentials for?

Pipeline Essentials is perfect for independent businesses, like freelancers or consultants, who are looking for a simple, affordable CRM that will help them take control of their sales process.

Pipeline Essentials’ video lessons will show you how to set up and get started with Pipedrive, the Sales CRM I use and recommend. These lessons are made with independent (solo) businesses in mind, like an independent software developer or consultant implementing a sales process.

The lessons in Pipeline Essentials are from the perspective of an independent consultant or freelancer handling sales for their own business, like an independent software developer implementing a sales process.

The video lessons (with included transcripts) will help you get started using PipeDrive and start using Activity-Based Selling in your business.

Pipeline Essentials is not recommended for companies with large, more-than-five-person sales teams that already use a Sales CRM.

What will you learn in Pipeline Essentials?

  • Pipeline Essentials Outcomes
    • What “Activity-Based Selling” is and how you can use it to know exactly what to do to reach your sales goals
    • How to manage your sales process and know where every deal is in your pipeline at any time
    • How to know the potential future revenue for your business
  • Signing up for and configuring Pipedrive
    • How to know exactly who to follow-up with — and when!
    • How to get rid of that nagging feeling that you ‘could be doing more’ when it comes to sales
    • How to set up and sign up for a PipeDrive account
    • How to configure your Pipedrive account
  • Setting up your Sales CRM
    • How to set up your personal sales pipeline
    • How to create deals for anything currently in your pipeline
    • Walking through creating a deal
    • Adding a future activity to a deal
  • The anatomy of a deal
    • What a deal looks like: ‘pipeline’, ‘activities’, ‘details’, ‘organization’, ‘person’, and ‘timeline’
    • What ‘Activity-Based Selling’ is
  • Processing your PipeDrive inbox from ’emails’ into ‘deals’ and ‘activities’
    • How to process your inbox
    • Don’t touch it more than once
    • Get in. Get out. Take action: Create a deal, create an activity, reply to the email, archive the email.
  • How to manage your pipeline
    • Overview of the Sales pipeline
    • When you should move deals forward in the pipeline (and when to move deals backward)
    • What ‘Pipeline Hygiene’ is and how to practice it
    • When to declare a deal ‘lost’
    • When to declare a deal ‘won’
    • Creating and changing pipeline views
  • Acting on Activities
    • How to files for different activities
    • See “What to do today”, “What’s overdue”, and “What’s coming up in a few days”
    • How to take action on activities: do the thing, delete the thing, reschedule the thing
  • Your next steps
    • Create deals for all your in-progress deals
    • For each deal, set the next activity
    • Schedule time on your calendar each week to process your Pipedrive email inbox and Pipedrive activities
  • Doing CRM Right
    • How to avoid “Garbage Data” and prevent “Garbage In, Garbage Out”
    • How to make sure that you aren’t vulnerable to a ‘BUS Attack’ on your CRM
    • The essentials of habit change
    • How to use templates to get the most out of your CRM
    • Advanced Tips and Tricks to maximizing your productivity
    • Teams
      • How to explain the benefits of the CRM to the executives/decision makers
      • The importance of buy-in across the organization and team(s)

“I’d love to see a sample…”

Wonderful! Enjoy this sample 7-minute video on Activity-Based Selling.

Pipeline Essentials is available today! Order Pipeline Essentials for $69.

Order Pipeline Essentials Today

What’s Included in Pipeline Essentials?

Pipeline Essentials: The “Quick Start” easy to follow Video Training Program (plus Free Updates For Life!)

An easy to follow, ‘over the shoulder,’ step-by-step 10+ part video training program, coming in at under 90-minutes, teaching you how to set up a pipeline for your business and get started with ‘Activity-Based Selling’ with PipeDrive

Video Transcripts

You’ll have transcripts of every video to read as you watch or review:

  • Pipeline Essentials Outcomes
  • Signing up for and configuring Pipedrive
  • Setting up your Sales CRM
  • The anatomy of a deal
  • Processing your Pipedrive inbox from ’emails’ into ‘deals’ and ‘activities’
  • How to manage your pipeline
  • Acting on Activities
  • Your next steps
  • Doing CRM right

Bonus #1: PipeDrive Sales CRM Extended 30-day Trial ($29 Value!):

You’ll receive an extended 30-day trial to the sales CRM that I personally use and recommend: PipeDrive. Enjoy 30-days to set up and start managing your sales pipeline, as a gift from me to you.

Bonus #2: Video Recording: “A Freelancer’s Guide to Outreach”

Want to fill your Sales Pipeline? You’ll want to consider an outreach campaign, either to your existing clients, past leads (and past clients), or new prospects. In this recorded video webinar (Plus Q&A), you’ll learn you, dear freelancer or consultant, can use Outreach Marketing best practices to fill their pipeline with conversations with clients.

Bonus #3: Video Presentation: “Building Better Outreach Lists”

How do you get in touch with more people through Outreach? By building better outreach lists.

Covering prospecting and outreach list building, this presentation and Q&A session will give you actionable information on building your prospect list so you can fill your pipeline with warm leads and hot conversations.

Bonus #4: Expert Interview: “Steli Efti Expert Interview on ‘The Importance of Follow Up”

In this 30-minute video interview, Steli Efti (founder of Close.io and author of The Follow-up Formula) and I discuss effective follow-up systems and strategies and how to persistently and politely follow up with a prospect.

Pipedrive is world class at giving you tools to remind you to follow-up with your prospects (that’s the foundation of ‘Activity-Based Selling’). In this Expert Video Interview, you’ll learn from Steli on how to do follow-up the right way.

What do customers have to say about Pipeline Essentials?

Here are kind words from actual customers based on their experience with Pipeline Essentials.

“As a software developer running an agency, Sales is so important but the process of selling is intimidating. The insights and methodology you provide around activity based selling have helped me get over the what-if-they-say-no anxiety.”

— Evan DeLaney, Founder, Fishhook.com


Questions, Sometimes Asked

“Pipedrive has 3 service levels (silver, gold, and platinum). Which service level is this course for?”


You can get by with the Silver plan; however, I strongly recommend that you use the Gold plan.

There are essential features (Email Sync, etc.) that are only available on the Gold plan that will make ‘Start Using a CRM’ and ‘Keep Using a CRM’ much, much easier habits to stick with.

“What makes you qualified to tell me about my business?”

I’ve worked as a freelancer, consultant, and marketing consultant for the last 10+ years.

I created Pipeline Essentials to teach you, dear reader, how to get started using a Sales CRM.

Using a CRM will make you more money. Using a CRM isn’t sexy. This will teach you how to get started using a CRM.

All of the lessons in this book come from my first-hand, real-world experience using Pipedrive for myself and answering questions about it for my colleagues, friends, and clients.

“Wow, $69 for a video course! That’s robbery!”

Is this material “worth” $69?

No — if you think of it as paper and ink. (well, digital paper and ink). 

But that’s not what I’m selling.

What I am selling is information.

More information than I give away when I’m paid $1,000 as a guest speaker.

More information than I give in a one-hour consultation for $300.

Setting up a CRM takes time, trial, error, and work. Skip ahead and ‘look over my shoulder’ to see how to get started using Pipedrive as your CRM.

If you charge $50/hour and Pipeline Essentials saves you two hours of trial and error setting up Pipedrive, it will have more than paid for itself in time saved. 

“Is using a CRM effective? Does it work 100% of the time?”

You get out what you put in.

Using a CRM is a great way to have better insight into:

  • Your deal flow
  • Your lead flow
  • Holes in your sales pipeline
  • Your most profitable clients
  • Your expected monthly revenue
  • Your bottom 10% of clients, the ones you should have fires already
  • Any upcoming ‘famine’ months (allowing you to plan ahead and market yourself)

Using a CRM will help your business close more deals, build stronger relationships, and make more money.

You still have to do the hard work of going out, getting leads, and turning those leads into clients.

This video training will teach you how to get started using Pipedrive to manage your pipeline.

“Who is this not right for?”

This is not right for you if:

  • You have a large sales team (5+ people)
  • You aren’t willing to put the time, effort, attention, and energy into doing this well yourself
  • You’re looking for a ‘done for you’ option for setting up/training you on using a CRM (email me)
  • You’ve never sold your services before as a freelancer (a CRM would be useful to start with; but honestly, you’d be better off reading The Independent Consulting Manual or The Outreach Blueprint and working on stimulating conversations with leads)

Order Pipeline Essentials Today

Pipeline Essentials is available today! Order Pipeline Essentials for $69.

Order Pipeline Essentials Now For $69

My “Smile On Your Face” Refund Guarantee

I want you to have a smile on your face.

If you are less than 100% satisfied with your purchase, just email me and say so.

Once I hear from you, I will immediately click “Refund” and return 100% of your money to you, no questions asked.

Kai Davis

Have a burning question? Looking for some advice? Think of something that you’d love to see included with this product?

Email me directly at kai@kaidavis.com.




— Kai Davis

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