Tag: How I Work

When I graduated from McGill University with a Bachelor’s in Computer Engineering, there was a ceremony. It’s called the iron ring ceremony. It’s only performed in Canada and all students who graduate with an engineering degree attend.

The entire ceremony is secret, but there are a few things I can share with you.… Read the rest

I’m slowly building this email list. The idea is to eventually reduce working on Salesforce projects and focus on coaching. It’s a long term goal, but one I started thinking about two years ago.

To gain readers, do the following:

1. I occasionally share these emails with LinkedIn
2. If it does well, I receive a lot of connection requests
3. I accept all requests, and message each person with the following:

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Thanks for connecting!… Read the rest

One of the largest challenges when working for yourself is being a complete business. You cannot just be a Salesforce architect. You also need to be a marketing team, a sales team, a finance department, and a support team all in one.… Read the rest

Being an independent Salesforce architect, there’s only so much I can do in a week. This means I spend most of my time advising and consulting clients, rather than doing implementation work. This means clients are usually paying for access to my expertise.… Read the rest

There are three apps that I rely on for everyday work.

The 1st is Workona, which is a Chrome extension. It allows me to create a space for each client. So if I’m working on Client A’s project, and need to quickly switch to Client’s B’s project, it takes me two clicks.… Read the rest

Another reader asked how they can efficiently use labels or turn emails into action items. These are great questions.

I use a label for each client, and a general label called “Clients” for prospects and other client-related emails. I set up Gmail filters to automatically add the label based on the sender or subject.… Read the rest

A number of readers were very interested in more details about the personal and business calendar sync.

Using a Make scenario, only personal events scheduled between M-F from 9am to 5pm are synced to my business calendar. So it’s a one-way sync.… Read the rest

As you may know, I do more than one thing. At the moment, I do the following

1. Advise and consult on Salesforce projects for nonprofits
2. Design, implement, and support a Salesforce app for nonprofits
3. Coach Salesforce consultants
4. Send emails 5 days a week
5. Host a weekly podcast

Several readers have asked how a single person can multitask so efficiently.… Read the rest