Good-bye wasted hours and stress. Hello calm efficiency.
Organize and streamline your business with simple, but powerful, system templates in Asana.
Hey, overwhelmed business owner, I see you!
You’ve tried setting up systems before, but something always feels like it’s missing.
Your current reality might look something like this:
Sticky notes everywhere, which have worked okay so far, but you know it’s not sustainable as you grow.
Processes and SOPs are scattered across your computer (or lost in the cloud), and finding anything feels like a scavenger hunt.
Most of your systems live in your head…and it’s starting to get heavy.
You’re managing your team through texts and emails, but things still slip through the cracks.
You just want a streamlined setup you can plug in and start using without overthinking.
Sound familiar? You're not alone. And you're not doing anything wrong.
You just need a better system (and a shortcut to get there).
That’s exactly what Asana Essentials is here to do.
What people are saying about Asana Essentials:
This is for you if...
You’re an online service provider (coach, VA, OBM, creative, etc.) drowning in tasks and to-dos
You crave structure but have no idea where to start
Your current systems (if any) feel chaotic, clunky, or half-finished
You’re losing time to repetitive work and scattered communication
You want to grow, but without a system foundation, it feels impossible
You need a fast, proven shortcut to feeling calm and in control
If you relate to any of the above, I’ve got you! Keep reading to learn how.
Already know you need it? Skip the reading and click the button below to get started now!
I want you to imagine this…
Your business backend is fully organized, and your brain finally feels that way too
You confidently delegate without worrying something will be missed
You’re focused on what lights you up, not managing chaos
Your team knows what to do and when to do it - no more micromanaging
You log into Asana and feel calm, not overwhelmed
You go offline for a full week…without fear of things slipping through the cracks
All the business templates you need at your fingertips.
I've done the heavy lifting for you, providing you with proven templates, video walkthroughs, and tutorials that will change the way you manage your business - for the better. So that you don’t have to think about how.
Plug & play in the Free Asana plan.
Works on Asana Free
Import in minutes
Ready-to-use immediately
Reusable for every client/project
No building from scratch
Huge time-saver
What’s Inside the Toolkit:
✅ Welcome & Setup Guidance
Quick-start tutorials that show you how to get the most out of your templates fast.
✅ Asana Basics
Step-by-step setup instructions for your free Asana account, plus best practices that help your systems stick.
✅ Biz Central Systems (3 templates)
Your business’s home base: Biz Info, Tasks & Ideas, and Professional Development Tracker.
✅ Operations Systems (4 templates)
Everything from SOPs and team management to business planning and meeting tracking.
✅ Sales & Marketing Systems (5 templates)
Leads Tracker, Launching, Social Media, Email, Podcast/YouTube Content.
✅ Products & Services Systems (4 templates)
Manage clients, create and track products, and plan courses with ease.
✅ *NEW BONUS: Asana Setup Assistant
My custom-trained GPT that helps you set up and organize your Asana in minutes, not months.
✅ Bonus Tutorials
Helpful add-ons based on real user questions to deepen your Asana knowledge.
✅ 12-Month Access + Updates
All templates, walkthroughs, and future content drops are yours for the next year.
It’s never been easier to have an organized, streamlined business.
Watch this video for a taste of what you can expect from the templates in the Asana Essentials toolkit:
Introduction & Welcome
Get a quick, simple overview of how Asana can completely streamline your business, why you're about to fall in love with it, and how my favourite templates, tips, and tricks will save you hours every week - while finally making your systems stick.
Asana Basics
Follow my step-by-step tutorials to set up Asana properly, import your included templates, and start using them exactly as designed - so you can hit the ground running with best practices in place.
Biz Central Systems
Create your central business hub to organize everything in one place - from policies and links to tasks and ideas - with 3 ready-to-use templates (Biz Info, Tasks & Ideas, and Education) and simple walkthroughs to help you get started.
Operations Systems
Stay fully organized with 4 done-for-you templates (SOP Bank, Biz Plan, Team Management, and Meetings) to track procedures, business plans, team info, and meeting notes - all in your central hub, with walkthroughs to help you set it up fast.
Sales & Marketing Systems
Stay fully on top of your leads, launches, content, and emails with 5 done-for-you templates (Leads Tracker, Launching, Social Media Content, Podcast & YouTube Content, & Email Marketing), plus walkthroughs to help you organize your full sales and marketing workflows inside your central hub.
Products & Services Systems
Manage your clients, products, and digital offers with 4 done-for-you templates (Client Management for Coaches & Freelancers, Product Management, New Product Creation, and Course Creation) that help you stay organized, simplify launches, and reduce overwhelm - with clear walkthroughs to guide you every step of the way.
Bonus Asana Tutorials
Extra tutorials added by request (and as I see helpful!) to help you use Asana more efficiently and get even more out of your systems.
New Bonus: Asana Setup Assistant
When you grab Asana Essentials, you’ll also get instant access to the Asana Setup Assistant — my custom-trained GPT that helps you set up and organize your Asana in minutes, not months.
Here’s what it does for you:
Asks a few quick questions about your business
Walks you step-by-step through setting up the right Teams & Projects
Helps you customize workflows for services, content, clients, and launches
Keeps it free-plan friendly with my proven Essentials structure
Gives you instant wins: a usable Biz Central, a Client Board, and a Content Planner — all in your first hour
💡 Normally $79 on its own, but it’s yours free inside Asana Essentials.
Get a BTS peek!
Meet Samantha
Assisting professionals since 2013 and working in the online business space since 2020, I have helped my clients transform the way that they work so they feel more organized and accomplished, more in control of their work and their team, and less overwhelmed and mentally drained.
I’m a Certified Asana Workflow Specialist and your Online Business Systems & Operations Specialist.
I’ve helped my clients streamline their work so that they can save 10+ hours every week and relax knowing that they don’t have to store everything in their brains anymore!
Some quick personal facts about me: I live in Nova Scotia, Canada (originally from SK but burr!), I'm happily married and a mom to an AuDHDer/PDAer, I was born in the 1900s (lol), I'm an introvert, I love reading (when it doesn't put me to sleep - mom life), I have depression and anxiety, and I love running my business. 🩷
Throughout my time working in my own business and my clients’ businesses, I have found my passion in how businesses run behind the scenes. I love helping online service-based businesses organize and systemize their businesses so that they can fully show up for their clients and transform lives!
Get Asana Essentials
Today!
Organize and streamline your business with simple, but powerful, system templates in Asana.
Join Now!
What’s Included:
Best tips and tricks for making Asana work for you
Asana tips and Basic tutorials
3 made-for-you Biz Central Systems templates
4 made-for-you Operations Systems templates
5 made-for-you Sales & Marketing System templates
4 made-for-you Products & Services Systems
*Bonus: Asana Setup Assistant
Bonus Tutorials: Extra Asana tutorials added by request to boost efficiency.
Downloadable content that you can use forever.
Bonus: Access to the portal plus all updates/additions for 12 months (with the option to continue access for an exclusive low investment)
Instant access so you can start streamlining your business right away!
1 payment of $279
Or pay in installments starting as low as $139.50/month!
Or upgrade to a custom DFY
Asana VIP Setup
What’s Included:
Full custom Asana setup and optimization
Walkthrough and explanation videos so you can quickly learn how to use your new system, rewatch as a refresher whenever you need, and share with your team
1 week of asynchronous support post-delivery
Full setup completed in one day so you can get started fast!
Perfect for those who want a custom, done-for-you (DFY) setup, with everything tailored for you and completed in only one day.
1 payment of $999
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I made it short and to the point because I know my clients/students don't have a lot of time! Most of the videos are under 5 minutes and all of them are under 10 minutes. You can get through the first 2 modules in under 30 minutes, which is where the Asana introduction and tutorials are. Then, the rest is made up of the templates and their accompanying walkthrough videos, as well as bonus Asana tutorials.
You’ll be able to set up your systems in just minutes after watching that first 30 minutes and jump into your new systems right away!
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No! This course is designed for those who are using the free version of Asana. Of course, it will also apply to you if you are on a paid Asana plan, but it is not at all required!
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While this toolkit is not intended to be a thorough "how to use Asana" course, I do teach you how to sign up and get set up with my suggestions on best practices, how to import your new templates, my tips for sticking with it, how to use templates in the free version of Asana, walkthroughs of how to use the included templates, and some bonus tutorials.
My goal is to equip you with the essentials you need to get started and set up to using your new systems.
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I will walk you through each and every system so you know exactly how to use it! If you have further questions, please email me at hello@samanthakasbrick.com.
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This course is designed for online service-based business owners, contractors, freelancers, and support professionals. The resources provided could be helpful to anyone using Asana, but the templates are designed with these specific clients in mind.
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This is intended to be a DIY product, so I can't help with custom advice or help with anything that is not included in the content. But I'm happy to help if you have questions or issues with the content (i.e., if something doesn't make sense, if something isn't working, etc.). You can email me at hello@samanthakasbrick.com.
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All content is downloadable so you can access it and use it forever!
As a bonus, Asana Essentials includes access to the portal and all updates for 12 months.
Organize and streamline your business with simple, but powerful, system templates in Asana.
Think about all you have to win from having a system that supports your brain as well as your business.
