🎈 Expand
Package of services for teams & companies that are already using Asana but are looking to take it to the next level and expand their usage.
Does this sound like you?
“We are expanding fast and need help onboarding more people and setting up new Teams”
“We have been using Asana for a while but we are not using the tool to it's full extent”
“We need help setting up new processes, projects and portfolios”
“We need help with scaling our current processes, projects & workflows”
If you have been using Asana for a while, you may be at a point where you realise that you have outgrown the current way in which you originally set up your system. Perhaps tasks need to be upgraded to projects, and your current projects upgraded to Portfolios?
Or, you may be satisfied with your current setup but are looking to harness the power of some of Asana's more advanced features, adding automations such as Rules & Bundles, using Portfolios and the Workload feature, adding intake Forms to streamline incoming work requests, or creating templates to reduce repetitive work and get your projects launched faster.
With this package, you’ll gain future-proof, scalable solutions that let your Asana space grow with you, without the growing pains.
What's included:
Online Call for Management & Core Team
📞 Free Asana Demo
This 30-minute session is entirely free and with no strings attached. We’ll walk you through the features of the Asana tier you’re interested in, discuss your requirements, and look at what you’d like Asana to replace from your current platform. From there, we’ll help you decide which tier will deliver the most value for your team.
If you’re considering an Asana annual plan, we can also set you up with a free trial and, as your Asana Partners, potentially offer you a discount on your first annual subscription. The discount depends on the tier you select and the number of licences your team requires.
30mins | 3 participants max.
Online Call for Management & Core Team
🔍 Asana Deep Audit
Either as a one-off session or a series of sessions (depending on the size of your Asana space), you or your core team will give us a tour of your current setup for us to audit. Together, we’ll deep dive into the structure and processes you already have in place, while you share what’s working well and what isn’t.
60 or 90mins | 5 participants max.
Online Call for Management, Core Team & Champions
🔮 Advanced Features Demo
These sessions are designed to introduce your champions to all the advanced features in Asana. These will inspire the champions for what they can achieve with Asana, so that during the workshops, they will be in a better position to make suggestions and proposals for designing their workflows and processes.
3h (2x 1h30) | 10 participants max.
Online Training for Champions
🎓 Champions Training
Every successful onboarding will require a select group of members that we will refer to as 'Champions'. This training session is designed to inspire them and make sure they have all-round knowledge of Asana's features and best practices so they can support other members and drive the adoption of Asana throughout your company.
For beginners or advanced
3h (2x 90mins) | 10 participants max.
Online Workshop for Core Team & Champions
🚀 Workflow Design Workshops
Usually part of a series of workshops, these sessions can be 30, 60, or 90 minutes each. We’ll guide you in building your own projects, processes, and workflows in Asana, while also showing you how to make the best use of its features.
For beginners or advanced
30, 60 or 90mins | 5 participants max.
Online Training for Management & Champions
💼 Management Training
Specifically designed for Team Leaders, Executives and Management level, this one-off session will empower you with all the features you need for tracking and reporting on your team or company's work, and providing you with visual dynamic dashboards so you can get the overall picture in one place.
The session will cover Asana's features such as the project Overview and Dashboard tabs, setting up Portfolios and their Dashboards, posting or requesting Status Updates on projects, making use of the Workload feature for reviewing capacity, Universal Reporting and using the Goals feature to set up your company's OKRs and KPIs.
For beginners or advanced
90mins | 10 participants max.
Online Training for all members & Champions
🙋 Follow up / Q&A
This session typically occurs a few weeks after the roll out of Asana and is open to champions or all members to bring any questions, as well as, focusing on best practices for your workflows.
For beginners & advanced
90mins | 20 participants max.
"Richard has been a catalyst in not only introducing A&M to the Asana world but also in implementing an almost custom-made software that tailors to the exact needs of our company.
We have been using Asana for two years now. The way Richard has helped us set up our process and project pipeline has increased our efficiency and allowed our team to diligently follow time schedules while staying on top of all our tasks.
Richard’s professionalism and sensitivity to processes were crucial aspects in helping A&M conquer Asana and make it part of our daily workflow."
Extra add-ons:
Complement your Expand package with the following extra services & solutions:
Online Training for all members & Champions
🎓 Advanced Training
This three-part training series, 90 minutes each, is designed for existing Asana users who want to take their skills to the next level and harness the power of Asana’s advanced features, particularly those available on the Business and Enterprise tiers.
Advanced training focuses on a deeper understanding of permission levels and privacy settings for Teams and Projects, managing notifications effectively, and working with Custom Fields for advanced sorting, filtering, saved view tabs, and Dashboards.
The training also covers setting up and managing cross-functional projects, creating scalable systems using Rules and multihoming, reviewing documents and images with Asana’s Proofing tool, and converting tasks into Approvals, Milestones, Subtasks, Task Templates, or Projects. We also explore how to use advanced Rules to automatically create tasks and subtasks.
You will also learn how to save time by launching projects faster using Project Templates with dynamic dates and project roles, setting up dependencies with the Gantt view, and building Rules and Task Templates directly into them.
You can also tailor these sessions by choosing your own topics to explore, such as using Status Updates and Portfolios, managing your team’s capacity with the Workload feature, syncing tasks to calendars, importing CSVs to create projects or custom fields, building intake forms, creating company knowledge bases (LMS or KMS), keeping your Asana space organised by archiving old projects, working with external clients or vendors, and sharing projects, deliverables, Timelines, or Gantt charts.
Anything you can think of, we can help you and your team step up your game.
For beginners or advanced
4.5h (3x 1h30) | 20 participants max.
Support Service
⚡ Rules & Automations Setup
Finding Asana’s Rules feature overwhelming? Or maybe you know how to use them but don’t have the time to build everything and keep your system running smoothly? With this package, we take care of the heavy lifting for you.
Support Service
📝 Form Builder
Asana’s built-in Forms feature is one of our favourites, and we love building with it. If you don’t - or if you’re running into trouble - we can build your forms for you.
Whether your existing forms are PDFs, Word docs, or set up in other apps like Wufoo or Google Forms, we can recreate them directly in your Asana space.
Support Service
🔌 3rd-Party Integration Setup
Take your automations beyond Asana’s native Rules by connecting Asana to other apps in your tech stack, automatically syncing tasks and data between them.
We can set up third-party tools like Flowsana, Zapier, or Make for you - or show you how to configure them yourself - to create powerful rules and workflows that go far beyond what’s possible with Asana alone.
Find the right service package for you
Explore the below packages based on your requirements and current needs to see which suits you best.
New to Asana?
For teams that are moving to Asana from another platform and need help with the transition.
Already using Asana?
Short on time & resources?
For teams & companies that don't have time or the capacity to be trained and instead want their Asana system built to order.
