Good-bye wasted hours and stress. Hello calm efficiency.

Organize and streamline your business with simple, but powerful, system templates in Asana.

This is for you if...

  • you are an online service-based business owner (i.e., coach, VA, OBM, etc.).

  • you crave organization in your business, but need a clear plan of how to get there.

  • you want to get out of overwhelm-mode and finally feel in control of your business.

  • you know you need better systems so you can get more work done, but you’re not sure how to set it all up.

  • you would love to streamline your work so that nothing falls through the cracks.

  • you crave more time in your business for the parts you love to do.

  • you are looking for a shortcut so that you don’t need to spend months or years searching for the best way to accomplish this feeling of peace in your business.

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!

Hey, overwhelmed business owner, I see you!

You’ve wasted time before trying to figure out how to set up systems and actually keep work on track, but you always feel like you’re missing something.

Your office is full of sticky notes that have gotten you to the point you are at in your business, but you know you need better systems if you’re going to continue to grow.

You have documented processes and notes…somewhere on your computer or in the cloud…but you need a streamlined way of keeping these organized so that you can always know where to find them.

You are storing so many things in your head and you need to get them OUT.

You communicate with your team over text and emails, but it’s just not working and things are slipping through the cracks.

You want to get everything set up and organized through templates you can just upload and start using.

Imagine what you’re going to feel like once you have certainty about how to structure your work, you’ve figured out how to communicate effectively with your team, you have a plan for everything, and you are focused on the work you love to do every day with a clearer mind.

  • Maybe you finally have time to create that new course you’ve had in your head for the last year, but haven’t had time (or a solid plan) to implement.

  • You get to actually go offline for a week without worrying about things slipping through the cracks.

  • Your friends and family tell you how much more relaxed and at peace you seem.

The Asana Essentials toolkit is your ultimate solution, providing you with a suite of comprehensive organizational system templates designed to transform your business operations.

It is your key to having your Asana account planned out and ready for you to customize to your business's needs without having to think about how.

I've done the heavy lifting for you, delivering a collection of expertly crafted organizational system templates, video walkthroughs, and tutorials that will revolutionize the way you manage your business.

These are templates that you can import into your FREE version of Asana in just minutes and are ready to use! And you can use them over and over again without having to figure out all the steps yourself. HUGE TIME-SAVER!

What people are saying about Asana Essentials:

Melissa, The Herbalists Path

“Everything I needed in one well organized collection.

These templates organized my brain as much as they organized my Asana account. Everything is so simple and easy to follow.

I saved weeks of work and months of trial and error”

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

  • Quick intros to:

    • everything you will be able to do with Asana and why you will very soon fall in love with it.

    • the power of Asana templates and how they are going to save you HOURS every week.

    • my best tips and tricks for making Asana work for you so that you ACTUALLY stick with your new systems and make your investment worth it!

Asana Basics

  • Learn how to set up Asana (the right way) with my step-by-step instructions.

  • Learn how to start using Asana, best practices, and more with my walkthrough tutorials.

  • Learn how to import the templates included.

  • Learn how to use your new templates the way I specifically designed them for you and be on your way in no time!

Biz Central Systems

  • Set up your central business hub with one place to keep all the important things in your business! The place for you to get everything out of your head (and several folders, sticky notes, etc.) and into one organized digital hub. Biz Central is your go-to spot whenever you need to reference a policy, quickly grab a link, or keep track of your ongoing tasks—and so much more!

  • Download 3 made-for-you templates that you will upload straight into your Asana account and begin using within seconds (Biz Info, Tasks & Ideas, and Education).

  • Watch walkthrough videos for each template so you know exactly how to use them.

Operations Systems

  • Keep track of all of your procedures within your central hub, making it quick and easy to get new team members up to date with to-dos.

  • Make business plans within your central hub, so that everything aligns and can be tracked in one place.

  • Streamline your meetings by having one place to plan, keep agendas, take notes, and implement actionable steps.

  • Download 3 made-for-you templates that you will upload straight into your Asana account and begin using within seconds (SOP Bank, Biz Plan, and Meetings).

  • Watch walkthrough videos for each template so you know exactly how to use them.

Sales & Marketing Systems

  • Keep track of your leads, with reminders to follow up, notes of how things went, and tracking of outcomes so that you never miss an opportunity to follow up with someone you were chatting with and so that you can see where all of your efforts lead, adjust your strategies, etc.

  • Keep all the details and tasks straight during otherwise stressful launches. I have broken down the launch into actionable steps for you to follow or tweak as needed to fit your existing launch plans. I’ve also included strategies for reviewing how the launch went, workflows for setting up your sales page, and more.

  • Organize and systemize your social media content. A central place for you to store ideas, plan, create, schedule, and post. I’ve included a pipeline for you to take your posts through, as well as strategic workflows for both static posts and reels.

  • Organize and systemize your long-form content too. Whether you have a podcast or YouTube channel, or both, this will be the central place for you to store ideas, plan, create, schedule, promote, and post your content. I’ve included a pipeline for you to take your content through, as well as strategic workflows for both YouTube videos and Podcasts.

  • Download 4 made-for-you templates that you will upload straight into your Asana account and begin using within seconds (Leads Tracker, Launching, Social Media Content, and Podcast & YouTube Content).

  • Watch walkthrough videos for each template so you know exactly how to use them.

Products & Services Systems

  • Effectively manage your clients within your central hub. Whether you are a coach or freelancer, I have you covered! You will have a central place to store important information, onboarding, ongoing tasks, notes, and more so that none of your client work slips through the cracks!

  • Manage your current products in your central hub so that you always know what updates you need to do and when, have a place to store important information/processes, and more!

  • Manage the creation of new products within your central hub. I have broken down the product creation process into actionable steps for you to follow or tweak as needed to fit your specific needs, so that you can avoid overwhelm when it comes time to create your next masterpiece!

  • Manage the creation of a course within your central hub. I have broken down the course creation process into actionable steps for you to follow, along with strategies and workflows galore! If you are new to creating courses, this will give you everything you need to turn your idea into a course, as well as launching and selling. If you’ve created courses before, you can tweak the steps to your liking, but you will be so much less stressed with the planning process!

  • Download 4/5 made-for-you templates that you will upload straight into your Asana account and begin using within seconds (Client Management for coaches and freelancers, Product Management, New Product Creation, and Course Creation).

  • Watch walkthrough videos for each template so you know exactly how to use them.

Bonus Asana Tutorials

Bonus tutorials added by request & at Samantha’s discretion to help you use Asana efficiently and to its fullest.

Total Value: $1,129

I’ve worked as a coach, virtual assistant, and online business manager. In my 11+ years assisting professionals and my 3+ years working in and on businesses in the online space, I’ve developed systems for marketing, client management, project & task management, launches, social media, hiring & onboarding team members, and more! 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’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!

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!

  • 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.

    The entire toolkit can be consumed in about 90 mins.

  • 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!

  • 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.

  • 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.

  • 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.

  • 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.