Your step‑by‑step AI guide to set up and customize your Asana. In minutes, not months.

(Founders Launch. Full credit applies if you upgrade to Asana Essentials)

Stop stalling. Start systemizing.

You don’t need another vague “productivity system.” You need guided setup that matches how online businesses actually run — services, content, clients, launches, and ops.

That’s what the Assistant does: it asks a few questions, then walks you through exactly what to create next. One prompt, one action, one win at a time.

Melissa, The Herbalists Path

“Samantha’s systems organized my brain as much as they organized my Asana account…I saved weeks of work and months of trial and error.”

Sonya Costello, Be Love Business Solutions CEO/Founder

“Samantha’s systems made things so much easier. I was getting frustrated, overwhelmed, and then I would freeze. I found Samantha’s systems extremely helpful.”

This is for you if:

✔ You want a clean, organized Asana you’ll actually use every day

✔ You’re done guessing, and you want step-by-step guidance that fits your business

✔ You use (or want to use) the free Asana plan and need the right workflows

✔ You’re a solo founder, VA/OBM, coach, or small team who loves clarity and repeatability

✔ You value speed - get set up now, refine later

No double‑paying. If you upgrade to Asana Essentials later, your entire investment becomes a credit at checkout.

I built it for the way we work now

I’ve been using this exact Asana structure across my business and client accounts.

Since I started using Asana in 2021 in my business and in my clients’ businesses, I’ve spend the years learning, tweaking, and updating these processes. They are truly tried and tested and proven to work.

Now it’s all packaged inside an AI assistant so you can move fast without hiring me 1:1 (my setup services start at $999 and you get this for just a tiny fraction of that!) 🤯

Why AI (and why this AI)?

Generic AI guesses. This Assistant follows my proven Asana Essentials method: Teams = biz categories (Biz Central, Clients, Content), Projects = systems (SOPs, Content, Launches), and the free‑plan workarounds (CSV import, duplicate‑as‑template, recurring tasks).

Get instant guidance & fast wins

Get instant guidance to set up the right teams, projects, and templates. Personalized to your business.

What the Assistant helps you do:

  • Pick your structure: Biz Central + Clients + Content (+ Education/Personal)

  • Spin up projects quickly (manual or with CSVs if you own the templates)

  • Customize workflows for services, content, clients, and launches

  • Create recurring rhythms (weekly, monthly, quarterly) so nothing slips

  • Adopt the daily habit: My Tasks + Inbox in under 5 minutes a day

Fast wins you’ll feel today

  • Your first Tasks & Ideas Hub live in minutes

  • A clear Client Board template you can duplicate on the free plan

  • Content planner mapped to your cadence (IG, email, long‑form)

  • A simple Biz Info vault for links, bios, and policies

Inside the Assistant

Starter Paths (choose your path):

  • “I have the templates” → import, place, customize

  • “I’m starting from scratch” → build manually with ready‑made structures

Guided Setups:

  • Biz Central (Biz Info, Tasks & Ideas, SOP Bank)

  • Clients (Client Board / Coaching flows)

  • Content (Instagram, Email, Long‑Form)

  • Products & Launches (New Product, Launch, Ongoing Management)

  • Team & Ops (Team Management, Meetings, Leads, Education)

Built‑In Best Practices:

  • Free‑plan friendly (CSV import + duplicate‑as‑template)

  • Colour‑coding, tags, assignees, board covers

  • Habit stack: tips for making it all stick

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!

Some quick personal facts about me: I live in Nova Scotia, Canada (originally from SK but burr!), I'm a mom to an 9-year-old AuDHDer/PDAer, I'm 39 and have been with my husband for more than half my life (he's my rock), 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. 🩷

Get the assistant today

Buy Now for Just $49

(Founders pre-sale. Price increases to $79 after September 9!)

  • Guided steps for: structure, projects, recurring tasks, and complete customization

  • Works with free Asana plan

  • Designed to scale from solo → small team

  • Full $49 credit toward Asana Essentials if you upgrade later

  • Lifetime Access to the GPT tool

  • Instant access on September 12 so you can start setting your Asana up and optimizing ASAP!

Want everything made‑for‑you? Asana Essentials (templates + videos + Assistant included) is $249 during the Founders Window. It will be increasing to $279 after this pre-sale. With Asana Essentials, you’ll have the pre-made templates and the assistant will help you customize those to your business instead of starting from scratch!

What you’ll do in your first hour

  • Create Biz Central with 3 core projects

  • Add your first recurring routine (weekly content, client check‑ins)

  • Duplicate a Client Board and rename it for your next client

  • Save your top links & brand assets in Biz Info

You’ll leave with: a usable, repeatable Asana you can build on. Not another abandoned system.

  • Yes. The Assistant teaches free‑plan workflows and work-arounds. It will also work if you have a paid plan, of course!

  • Nope. You’ll get a simple link and clear instructions. You don’t need to know anything about AI - it feels more like filling out a really helpful form, with extra support along the way.

  • Your entire investment applies as a credit toward Asana Essentials. No double‑paying.

  • You get the assistant free!

  • Yes - this is a tool, not a one-time download. Use it anytime you want to tweak, optimize, or create a new system.

  • You’ll get a short tutorial video and instructions, plus you can reach out anytime for support.

Start running a system that sticks

If you’re ready to stop rebuilding and start running a system that sticks, the Asana Setup Assistant is your quickest path.