Asana Services
Project management implementation, training, and optimization for creative teams. We're an official Asana Solutions Partner.
Implementation
Set up Asana the right way from day one. Tailored for how creative agencies actually work.
Asana QuickStart
one-time
Complete Asana workspace setup for creative teams.
- 2–3 week delivery
- Workspace & team structure
- Project templates for creative workflows
- Custom fields & forms
- Automation rules setup
- Portfolio & workload views
- Key integrations configured
- 3 hours of team training
- 2-week post-launch support
Audit & Discovery
one-time
Already on Asana but not getting full value? Let's fix that.
- Stakeholder interviews
- Current state assessment
- Workflow analysis
- Adoption metrics review
- Best practices gap analysis
- Optimization recommendations
- Prioritized action roadmap
- Executive summary presentation
Training
Get your team up to speed with hands-on Asana training tailored for creative workflows.
Asana 101
The Basics
For teams new to Asana or needing a refresh.
- 3 × 1-hour sessions
- Includes prep work
- Navigation & core concepts
- Tasks, projects, sections
- Views: list, board, calendar
- Collaborating effectively
- Mobile app training
- Q&A and hands-on practice
Asana 102
Masterclass
For power users and team leads ready to level up.
- 3 × 1-hour sessions
- Includes prep work
- Advanced project templates
- Custom fields & forms
- Automation rules deep dive
- Portfolios & workload
- Reporting & dashboards
- Admin best practices
Office Hours
5-session pack
Flexible support for ongoing questions and optimization.
- 5 × 1-hour sessions
- Use as needed
- Template development help
- Custom reports & dashboards
- Administrative reviews
- Workflow optimization
- Strategic planning advice
- Valid for 6 months
Managed Services
Ongoing Asana administration and optimization. All tiers include Salesforce support too.
Daysail
month-to-month
Entry-tier support for smaller teams.
- 10 hours per month
- 24-hour response SLA
- Monthly check-in call
- User & permission management
- Template maintenance
- Rule monitoring & fixes
- Portfolio updates
Coastal
6-month minimum
Full support for growing teams.
- 25 hours per month
- 8-hour response SLA
- Bi-weekly strategy calls
- New template creation
- Advanced automation builds
- Quarterly workflow reviews
- 2 training sessions per quarter
Bluewater
12-month commitment
Premium support with a dedicated consultant.
- 45 hours per month
- 4-hour response SLA
- Weekly strategy sessions
- Complex workflow design
- Custom integrations
- Quarterly ROI reviews
- Priority queue access
- Dedicated consultant
Asana + Salesforce Integration
We're one of the only firms that specializes in both Asana and Salesforce. Let us connect them for you.
Integration Sprint
Fixed-scope 2-week engagement. We configure workflows like "won deal → new project," status sync, and resource planning across both platforms.
Book SprintManaged Integration
Ongoing sync monitoring, error resolution, workflow optimization, and quarterly reviews to keep your connection running smoothly.
Learn MoreThe native integration will stop accepting new installations on February 27, 2026. If you rely on this connection, we can help you transition to a robust alternative.
Not sure where to start?
Book a free 30-minute call. We will look at what you have got, tell you what is fixable, and give you honest advice. Even if that advice is you do not need us.