Business Systems & Operations
Tips & Tricks
How to LAUNCH & GROW Your YouTube Channel or Podcast WITHOUT Burning Out
In todayās post, Iām going to share the number one mindset shift you need to grow your content effortlessly, plus the systems that will make your life so much easier. Iāll show you how to save hours each week and still create amazing content that connects with your audience.
How small businesses are using Asana in 2025
In this post, weāll explore how small businesses are leveraging Asana in 2025. Iāll walk you through how to set it up, how it complements tools like Google Drive, and some of my favorite features, like keeping my SOP Bank right in Asana.
How to Set Up Your 2025 Business Systems for Efficiency
In this post, Iāll walk you through how to set up your business systems for maximum efficiency. Weāll cover everything from auditing your current tools to creating automated workflows that save you hours every week.
Declutter Your Asana Account for 2025
Today I want to share with you how to declutter your Asana account and get it ready for 2025! In this post, Iāll guide you through simple yet effective steps on how to archive completed projects, how to organize your active business projects, and declutter your tasks to create a streamlined and efficient workspace.
Is Asana the right fit for you?
This is my honest opinion on whether Asana is right for you, because it might not be.
Plan Your 2025 Business Year With Me in Asana
Today I want to share with you how to plan your entire 2025 using Asana! In this post, Iāll walk you through setting up a yearly business plan project in Asana to stay organized, focused, and on track all year long.
How to Organize Your Digital Workspace for 2025
Here's How to Organize Your Digital Workspace for 2025. In this post, Iām going to give you tips on how to organize your digital workspace in Asana, Google Drive, and even your email inbox, so you can hit the ground running in the new year. Iāll also be giving you actionable steps for setting up systems that will make everything run smoother next year. Thanks for readingš
How this real estate company went from a "hot mess" to a clean, organized workspace
Let me tell you about this real estate company I recently did an Asana VIP Setup for.
How to be more efficient as an online business owner
People always ask me how I'm so efficient. In this short and sweet episode, I'll share my tips for you.
Can you send messages in Asana?
In this post, Iāll show you exactly how to send messages in Asana, when it makes sense to do so, and how to maximize this feature for smoother project management.
How I Run My Business with Asana
This is exactly how I run my entire business using Asana. Whether itās managing client projects, creating content, or just making sure I donāt forget anything important, Asana is my go-to tool.
How to Create a Client Portal in Asana
Iām going to show you how to create a client portal in Asanaāone that allows your clients to see their projects, track progress, and even collaborate with you in real time.
Top 5 Tools for Client Management
Today, Iām discussing five must-have tools to help you manage clients more efficiently, from the first discovery call to ongoing client management and offboarding.
Take Notes in Asana with Asana's New(ish) Notes Feature
This is a really exciting new feature for Asana, and one that has been highly requested. Watch this video for a tutorial and I'll go over how I'm currently using the feature, what I feel it is missing, and hopeful updates for the future!
How to Offboard Clients as a Coach or OSP
I'll walk you through a smooth and professional offboarding process, ensuring that your clients leave with the same positive experience they had when they started working with you.
Client Management Systems: Tips for Coaches & Online Service Providers
I'm sharing my top client management tips, focusing on systems you can implement to stay on top of your client work, deliver amazing results, and save mental energy.
Client Onboarding for Online Service Providers: Essential Steps
Are you tired of feeling overwhelmed every time you onboard a new client? Imagine transforming that chaotic process into a streamlined, effortless experience.
Today, I'm going to discuss actionable systems you can implement immediately, making the initial stage of your client journey smooth and stress-free.
How to Streamline Your Client Journey as an Online Service Provider
Understanding and streamlining your client journey is important because a smooth journey keeps clients happy and coming back.
In this post, I'm diving into the importance of streamlining your client journey and how key systems can make everything so much easier.
How to Simplify Your Client Management as an Online Business Owner
Discover effective strategies to simplify client management as an online business owner. Learn how to streamline processes, enhance communication, and boost productivity to create a seamless client experience.
How to archive old projects, teams, or tasks in Asana
Learn how to efficiently archive old projects, teams, and tasks in Asana with our step-by-step guide. Discover best practices and tips to keep your workspace organized and enhance productivity.