Asana Templates for Managing Your Clients, Services, & Products
Stay Organized, Deliver Seamlessly, and Scale with Confidence
Managing clients and offers can quickly become overwhelming without the right systems in place. Whether you're a coach, freelancer, or course creator, Client & Offer Systems gives you the structure you need to keep everything organized and running smoothly.
This is for you if:
You are an online entrepreneur, such as a coach, contractor, freelancer, virtual assistant, etc.
You feel overwhelmed trying to manage multiple clients or offers at once.
You want to create new products or courses without feeling stuck in the planning phase.
You need a structured system to stay organized and work efficiently.
You're ready to level up your business with streamlined systems.
Eliminate Overwhelm & Get Back to Doing What You Love
No more scrambling to remember client details, losing track of product updates, or feeling stuck when creating something new. With the templates inside Client & Offer Systems, you’ll have everything in one place, making your business run smoother than ever.
The Exact Templates I Use in My Own Business
I know how chaotic managing clients, products, and courses can get because I’ve been there.
I remember juggling multiple client projects, trying to track product updates, and feeling completely overwhelmed every time I wanted to launch something new.
It felt like an endless cycle of sticky notes, spreadsheets, and scrambling to find important details.
That’s when I knew I needed a better system!
These templates are the same ones I created to bring order to the chaos in my business and my clients’ businesses.
They help me and other business owners stay organized, keep everything moving forward, and finally feel in control of my business.
They have been tested and proven by dozens of entrepreneurs so far.
Now, you can access them too and skip the trial-and-error phase!
Client & Offer Systems:
Asana Templates for Managing Clients, Services, and Products
Get instant access to the templates to take control of your business asap!
Client Management Template (for coaches & freelancers)
Keep all client details, onboarding steps, ongoing tasks, notes, and important information in one central place. Never let client work slip through the cracks again - stay on top of deadlines, communications, and next steps with ease.
Product Management Template
Organize and track your current products so you always know what updates are needed and when. Store essential information, processes, and details so that nothing gets lost and you can optimize your offers efficiently.
New Product Creation Template
Follow a structured workflow that breaks down the product creation process into clear, actionable steps. Avoid overwhelm when it’s time to create your next offer, and confidently bring your ideas to life with an efficient, repeatable process.
Course Creation Template
Get a complete step-by-step workflow for planning, building, launching, and selling your course. Whether you're a first-time course creator or an experienced one, this template provides everything you need to streamline the process and remove the stress of planning.
Walkthrough Videos
Each template comes with a detailed walkthrough video, showing you exactly how to set up and use the system so you can start saving time right away.
Board Covers for Each Template
Choose from done-for-you board covers or customizable templates to personalize your Asana workspace.
Tutorials on Uploading Your Templates & Using Board Covers
Step-by-step guides on how to upload your templates into Asana and how to add board covers for a visually organized workspace.
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!
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 Client & Offer Systems Today!
Buy Now for Just $59
Done-for-You Client Management Asana Templates
3 Done-for-You Product Creation & Management Asana Templates (Product Management, New Product Creation, Course Creation)
Board covers for each template (choose from done-for-you or customizable templates)
Additional Tutorials on how to upload the templates to your Asana account and how to add board covers
Video walkthroughs so you know exactly how to use the templates
Downloadable content that you can use forever
Instant access so you can start saving time ASAP!
Need more? This template bundle is also part of Asana Essentials, which includes 15+ templates plus lessons on putting everything together to create your central business hub inside Asana.
Learn more here.
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You’ll get instant access via an email right after you purchase! You can get started immediately!
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No! This product 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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Depending on your pace, you can have everything set up and ready to use in just minutes. The templates are designed to be user-friendly and the videos are short and sweet.
Once you set everything up, you’ll save hours each week with a more organized, systemized business!
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I will walk you through each template 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 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.
Download the Client & Offer Systems templates today and take control of your business!
Save yourself years of figuring it out yourself.