🌟 Kickstart
Package of services for teams and companies that are new to Asana.
Does this sound like you?
“We are fairly new to Asana and need training”
“We have gone through the trial but need help onboarding our team or entire company”
“We are convinced Asana is the right tool for us, but we need an expert to help us set it up”
If you are starting fresh with Asana and you need help setting it up, onboarding your team or company or not sure which plan or how many seats you need, this package is for you.
What's included:
Online Call for Management & Core Team
📞 Free Discovery Call
This 30-minute discovery call is entirely free and with no strings attached. It’s your chance to share your current challenges and pain points so we can explore why implementing Asana will be valuable for you, what you expect from it, and how you will benefit by working with us.
30mins | 5 participants max.
Online Training for Champions
🎓 Champions Training
Every successful onboarding requires a select group of members we call Champions. This training session is designed to inspire them and ensure they gain all-round knowledge of Asana’s features and best practices, so they can support others and drive adoption across your company.
For beginners or advanced
3h (2x 90mins) | 10 participants max.
Online Training for Management, Core Team & Champions
🔮 Asana Features Overview
These sessions are designed to introduce you and your champions to Asana's essential features in order to inspire them and start thinking of what they can achieve with Asana. These sessions will set the foundations whilst introducing the building blocks which they will have at their disposal for creating projects and processes in Asana.
For beginners or advanced
3h (2x 90mins) | 10 participants max.
Online Workshop for Management & Core Team
📥 Getting your work into Asana
This specially themed session showcases the best ways to move your existing work quickly into Asana so you can get up and running fast.
We’ll guide you through using Asana’s CSV importer to bring in work from spreadsheets or other platforms, building intake forms for different types of requests, setting up task templates to reduce repetitive work, and converting emails into tasks.
For beginners or advanced
90mins | 15 participants max.
Online Workshop for Core Team & Champions
🚀 Workflow Design Workshops
Usually delivered as part of a series, these 30-, 60-, or 90-minute workshops guide you in building your own projects, processes, and workflows in Asana, while 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 all members & Champions
🎓 Basic Training
A fun and engaging training session, with hands-on exercises, split into two parts, 90mins each, ideal for teams that are just starting out with Asana and need to get up to speed quickly. Training focuses on Asana's fundamentals and hierarchy, best practices and understanding how to communicate and track work in Asana.
For beginners
3h (2x 1h30) | 20 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 was efficient and professional, and saved our team a lot of time and frustration. I would highly recommend using him for your Asana integration."
Services provided in collaboration with iDO
Extra add-ons:
Complement your Kickstart package with the following extra services & solutions:
Online Call for Management & Core Team
📶 Free consultation on the right Asana plan and number of seats
If you’re not sure which Asana plan is right for you, we offer a free 30-minute call to discuss your requirements, budget, and seat count. We can then set you up with a free trial and, as your Asana account managers, offer up to a 10% discount on your first annual subscription.
30mins | 5 participants max.
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.
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.
