Case Study: Mixergy achieves streamlined interview scheduling and better organization with Pipedrive

How the Mixergy team got more organized with interviewee booking + a great sales video

Mixergy, founded by Andrew Warner, produces high-quality interviews and courses that connect entrepreneurs with real-world mentoring. Their biggest challenge was recruiting extremely busy, high-profile guests without offering payment — a process made worse by inconsistent approaches and clumsy tools (Quickbase, Excel) that led to duplicate pitches, lost candidates, and poor visibility.

Mixergy solved this by adopting Pipedrive and defining a simple, stage-based pipeline (Suggest → Guest approved → Connection found → Pre-interview booked → Pre-interview done → Interview booked). The team quickly adopted the workflow, gained clear visibility into candidate status, improved follow-up, reduced duplicates and drop-offs, and streamlined scheduling — resulting in a more organized process and more reliably booked interviews.

Mixergy

Andrew Warner

Founder