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English
$
USD
I will setup asana workspace, project management workflows, automations
Tier 1 AI and Automations Workflow Specialist
Hi, I’m Sam 👋 I'm a workflow automations specialist.
With over 10 years of experience in workflow automation and project management across multiple industries, I specialize in building custom automa...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Do you find it hard to monitor your project status, track your team's workload, manage deadlines, or streamline communication? Not sure where to start?
Here's How I Can Help:
- Asana Account Setup: Get started with a structured, optimized workspace
- Goal, Portfolio, Project & Task Setup: Customized Workspace tailored to your goals, projects & workflows
- Automations & Integrations: Save time with automated processes & 3rd party integrations
- Workflow Optimization: Improve efficiency & reduce bottlenecks
- Dashboard & Reporting Setup: Gain instant visibility into project status, team workload, and performance
- 1:1 Consultation Personalized guidance to make Monday.com work for you
My 4-Step Process to Delivering a Successful Order:
- Step 1: Understanding your business and needs
- Step 2: Building the perfect custom solution for you
- Step 3: Test, iterate & finalize to ensure final result fits your exact needs
- Step 4: Provide training to empower you & your team to feel confident using your new system
With a well-structured Asana setup, you'll gain better visibility, improved productivity, and smoother collaboration. Let's build the perfect project management system for you!
Domain:
Consulting
Industry:
Business services & consulting
•
Real estate
Language:
English
My Portfolio
FAQ
Do you offer assistance for those who are using Asana for the first time?
Absolutely. Select the Basic Package which includes a 1 hour video consultancy call. We'll go over the main features of Asana and I'll advise you on how to set up your Workspace to meet your business goals.
What if I haven't set up a Asana account yet?
No worries, I can help you with that.
Can Asana be used for project management and/or a CRM?
Yes, Asana is a powerful project management tool that can be used in any industry to manage, track, and monitor the progress of projects and teams. Asana can be adapted as a basic CRM. However, its CRM capabilities are limited compared to dedicated CRM platforms.
Is it possible to add custom integrations?
Absolutely! I can help you integrate various third-party apps, providing a custom-tailored solution to meet your unique business needs.
What do you need from me to get started?
To begin, I’ll need some basic details about your business and/or project, your team’s needs, & any tools or apps you may want integrated. If you already have specific workflows in mind, feel free to share that information as well. I recommend starting with the Basic Package (video call) to discuss.
Do you offer ongoing support after the initial setup?
Yes, I offer ongoing support for any questions or adjustments you need after the initial setup, but for more advanced help, I recommend ordering the Basic Package (video call). We can discuss getting help with updates to your Workspace, troubleshooting, or further customization.
What type of clients/industries have you worked with?
I have experience working with clients across several industries including Real Estate, Human Resources (HR), Creative Design, Marketing, Customer Support, and others.
