{"id":805,"date":"2015-06-16T13:56:02","date_gmt":"2015-06-16T17:56:02","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=805"},"modified":"2025-12-06T05:41:43","modified_gmt":"2025-12-06T10:41:43","slug":"learn-and-love-customizing-method","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/learn-and-love-customizing-method\/","title":{"rendered":"How I Started to Learn and Love Customizing Method"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">If you\u2019re like me, and new to the <a href=\"https:\/\/www.method.me\/partners\/program-details\/\">Method:Partner Program<\/a>, you may have had moments of apprehension around developing Method for your small business clients.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But with some mentorship, and real client projects in the last few months, I&#8217;ve moved into the \u201cLove It\u201d category of Method:Partners.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Today, <strong>I\u2019m sharing the six factors that successfully changed me from an apprehensive newbie into a confident Method developer<\/strong>.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I hope this encourages anyone who is on the fence on picking up <a href=\"https:\/\/www.method.me\/\">Method<\/a> to go ahead and start both consulting and developing in Method.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"771\" height=\"115\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog.png\" alt=\"\" class=\"wp-image-5960 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog.png 771w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog-300x45.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog-768x115.png 768w\" data-sizes=\"(max-width: 771px) 100vw, 771px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 771px; --smush-placeholder-aspect-ratio: 771\/115;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">For my own business, I started using Method to manage my company&#8217;s leads. Just by learning how to put leads into Method, <strong>the light bulb went on<\/strong> as to why Method is a great product worth the time it takes to learn it. I quickly began to see a vision of how Method could improve my own business and be a great small business solution for my clients, and now I\u2019m confidently providing demos to prospective clients and developing custom systems for customers.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"771\" height=\"115\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_2.png\" alt=\"\" class=\"wp-image-5961 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_2.png 771w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_2-300x45.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_2-768x115.png 768w\" data-sizes=\"(max-width: 771px) 100vw, 771px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 771px; --smush-placeholder-aspect-ratio: 771\/115;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Although the Method:Partner community is international, it\u2019s a <strong>great support system for new partners<\/strong>. I was lucky to have a seasoned Method:Partner, Fran Reed, to mentor me and encourage me along the way. From the start of each project, I meet with her to create a development strategy and path, which saves me weeks of work per project and sets me on the path to success.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">During the projects, Fran became someone I could bounce questions off of and share my ideas with, either on customizing Method, or just about general consulting subjects. I feel strongly supported with Fran in my court \u2013 with all her experience as a Method:Partner <strong>she steered my customization projects in the right direction<\/strong> for the best outcome for me and my clients.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In addition to having a peer network, relying on a Methoder like Aner has also been a great support. Aner spent time re-teaching me Method\u2019s basic functionality \u2013 this helped to build my confidence using the product, and also helped me implement what I learned in past Method classes into my own business practices.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Over the years working as a Method:Partner, I\u2019ve seen the Method team incorporate feedback from the Partner Community into improving their product and the Partner Program in general. They really do listen to their partners.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"771\" height=\"115\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_3.png\" alt=\"\" class=\"wp-image-5962 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_3.png 771w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_3-300x45.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_3-768x115.png 768w\" data-sizes=\"(max-width: 771px) 100vw, 771px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 771px; --smush-placeholder-aspect-ratio: 771\/115;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">While at industry conferences such as Scaling New Heights and QuickBooks Connect, <strong>I took advantage of the Method classes<\/strong>. I re-took the basic Method courses until I <em>knew<\/em> I mastered the basics. I worried about getting lost if I took the advanced courses too quickly, and there\u2019s no shame in repeating the basic courses! Thank you to Valbon and Danny for being such great instructors. I\u2019m looking forward to more Method training at their Partner Retreat.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"771\" height=\"115\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_4.png\" alt=\"\" class=\"wp-image-5964 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_4.png 771w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_4-300x45.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_4-768x115.png 768w\" data-sizes=\"(max-width: 771px) 100vw, 771px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 771px; --smush-placeholder-aspect-ratio: 771\/115;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Referencing Method\u2019s <a href=\"https:\/\/intercom.help\/MethodCRM\">documentation and videos<\/a> have been key tools as well. I can easily do a search on a particular subject while I\u2019m learning, or when I need help during real-time project development. While I&#8217;m developing I have the following documents\/resources open:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><a href=\"https:\/\/intercom.help\/MethodCRM\/customization-concepts\/actions\/list-of-actions\">Method\u2019s List of Actions<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/intercom.help\/MethodCRM\/customization-concepts\/list-of-controls\/controls-overview\">Method\u2019s List of Controls<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/intercom.help\/MethodCRM\/customization-concepts\/reference\/list-of-events\">Method\u2019s List of Events<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/intercom.help\/MethodCRM\/customization-concepts\/welcome-to-method-customization\">Introduction to Customization<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/cs\/forums\/17.aspx\">Method:Partner Q&amp;A Forum<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/intercom.help\/MethodCRM\/videos-and-webinars\/product-video-list\/list-of-video-tutorials\">Method&#8217;s online training videos<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Considering my experiences with coding other products and the long learning curves I experienced, I was surprised that I <strong>didn\u2019t get lost in hours of research<\/strong> with Method development. When I started customizing Method I feared I would waste countless hours sifting through educational materials during crunch time. But to my relief, <strong>I was able to find, absorb, and utilize information<\/strong> from the forums and educational materials quickly.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"771\" height=\"115\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_5.png\" alt=\"\" class=\"wp-image-5966 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_5.png 771w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_5-300x45.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_5-768x115.png 768w\" data-sizes=\"(max-width: 771px) 100vw, 771px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 771px; --smush-placeholder-aspect-ratio: 771\/115;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Having a few clients interested in adopting Method for their business allowed me to put my learnings into practice with real-world situations. Luckily for me, my first three client projects were on the lighter side of <a href=\"https:\/\/www.method.me\/\">Method<\/a> customization. I\u2019m not sure if I could have handled a really complex project at the start, but jumping in head-first is an excellent way to learn how to use Method. If you can, <strong>try jumping into a simple project<\/strong> until you get comfortable, then take on bigger and more complex projects.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"771\" height=\"115\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_6.png\" alt=\"\" class=\"wp-image-5968 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_6.png 771w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_6-300x45.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/daves-partner-blog_6-768x115.png 768w\" data-sizes=\"(max-width: 771px) 100vw, 771px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 771px; --smush-placeholder-aspect-ratio: 771\/115;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">While learning how to customize Method, I was kind to myself when I didn\u2019t \u201cget it\u201d and allowed myself time to ruminate on my learnings. Everyone learns at a different pace, but I took the time to let everything sink in. Knowing how I adopt new technology, I knew I needed a longer time to get up to speed with Method, so I built that into my Method plan. Rather than rush myself, or get myself into a project doomed to failure, I allowed my steps to be small. However, my path doesn\u2019t have to be yours, and I\u2019ve seen others get up to speed with Method faster than I did.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It seems no matter what new venture I take on I always reach a point where I think, \u201cI\u2019m never going to get this,\u201d and I begin to ponder quitting the new venture. It\u2019s at these breaking points that I have to remind myself to reach out for help. <strong>Thank <g class=\"gr_ gr_8 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Punctuation only-ins replaceWithoutSep\" id=\"8\" data-gr-id=\"8\">you<\/g> Fran Reed and Steve Blaustein<\/strong> for being there during these times. Joining the online monthly Method:Partner community webinar is a great place to connect with other partners to lean on and learn from.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With patience and persistence you too will learn to develop solutions in Method for your own business and for your clients. And eventually, like me, you\u2019ll understand why Fran Reed has been singing Method&#8217;s praises all these years.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you&#8217;re intimidated by the idea of a customizable CRM, you&#8217;re not alone! Here&#8217;s how one Method partner dove in headfirst and learned to love customizing.<\/p>\n","protected":false},"author":24,"featured_media":5955,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[229],"tags":[],"class_list":["post-805","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How I Started to Learn and Love Customizing Method &#8212; Method<\/title>\n<meta name=\"description\" content=\"If you&#039;re intimidated by the idea of a customizable CRM, you&#039;re not alone! Here&#039;s how one Method partner dove in headfirst and learned to love customizing.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/blog\/learn-and-love-customizing-method\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How I Started to Learn and Love Customizing Method &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"If you&#039;re intimidated by the idea of a customizable CRM, you&#039;re not alone! Here&#039;s how one Method partner dove in headfirst and learned to love customizing.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.method.me\/blog\/learn-and-love-customizing-method\/\" \/>\n<meta property=\"og:site_name\" content=\"Method\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/MethodHQ\" \/>\n<meta property=\"article:published_time\" content=\"2015-06-16T17:56:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-06T10:41:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.method.me\/wp-content\/uploads\/2015\/06\/partner-program-story-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"882\" \/>\n\t<meta property=\"og:image:height\" content=\"511\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Eilis McCann\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:site\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Eilis McCann\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/learn-and-love-customizing-method\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/learn-and-love-customizing-method\\\/\"},\"author\":{\"name\":\"Eilis McCann\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/person\\\/ddb2ec8647c70afff86dd731b806e33f\"},\"headline\":\"How I Started to Learn and Love Customizing Method\",\"datePublished\":\"2015-06-16T17:56:02+00:00\",\"dateModified\":\"2025-12-06T10:41:43+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/learn-and-love-customizing-method\\\/\"},\"wordCount\":964,\"publisher\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/learn-and-love-customizing-method\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2015\\\/06\\\/partner-program-story-1.png\",\"articleSection\":[\"CRM\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/learn-and-love-customizing-method\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/blog\\\/learn-and-love-customizing-method\\\/\",\"name\":\"How I Started to Learn and Love Customizing Method &#8212; Method\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/learn-and-love-customizing-method\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/learn-and-love-customizing-method\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2015\\\/06\\\/partner-program-story-1.png\",\"datePublished\":\"2015-06-16T17:56:02+00:00\",\"dateModified\":\"2025-12-06T10:41:43+00:00\",\"description\":\"If you're intimidated by the idea of a customizable CRM, you're not alone! 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