A Strategy Sprint to Simplify Your Asana Setup + Business Systems All in One Day

Get Personalized Asana Strategy Support - Without a Zoom Call

A day with me in your back pocket, answering your questions, showing behind the scenes of my setup, providing custom advice - anything you need!

This is for you if:

  • You’re an OBM, VA, coach, or service provider who’s ready to streamline your business (whether it’s Asana, systems and ops, or just figuring out what actually works behind the scenes).

  • You want feedback on how you’re organizing your client work, team, or business systems - but don’t want to sit through a long call.

  • You’re tired of spinning in circles and wish someone would just tell you what to do next.

  • You’re ready to take action, but you need a real human (hi!) to look at your setup and give strategic, honest input.

  • You want quick, clear, personalized guidance from someone who gets it - without waiting for a full VIP Day or done-for-you service.

Testimonials

  • “Samantha asks all the right questions to get to the root of the problem. She's also great at spotting systems gaps and where things can be more optimized! She's helped me ask myself questions about my business that I'd never even thought of asking before!”

    Kira
    SEO Specialist

  • “[Samantha made] complex systems and processes much more simple and manageable. I often find myself overwhelmed by backend operations, and the way Samantha spoke about the different ways to use Asana helped put me at ease.”

    Cole Johnson
    Human Connection Alchemist

  • “You've helped make huge shifts in creating proper systems and getting the foundation of the business on strong footing which will allow us to bring in more clients any day now!”

    Danielle Daem, Sugar Freedom Expert & Somatic Embodiment Coach

  • “Samantha is the best thing to ever happen to my business. Before working with her, I would wake up every day without a plan and waste time thinking about what I needed to do that day. I had no yearly or monthly goals set. I struggle to break down tasks and had no systems in my business. I was hiring a team but without any systems, I was doing double the work. Since working with Sam...my entire business actually now feels like a business....I am eternally grateful for all the ways in which Samantha has helped me transform and grow my business!”

    Dani Hamilton, Nutritional Therapy Practitioner

Feeling stuck? You’re not alone.

You’ve Googled. You’ve bookmarked videos. Maybe you even bought a template.

But you’re still unsure how to connect it all — or you just wish someone could look at your actual situation and say, “Here’s what to do.”

Whether it’s setting up systems in Asana, planning a smoother client workflow, or figuring out your next steps as a service provider… this is your day to get the answers you need.

I’ve done this work for myself and dozens of clients.

I’ve set up backend systems, marketing workflows, and content pipelines for coaches, freelancers, agencies, and consultants. I’ve also trained support pros to do what I do - and given them the inside scoop on tools, pricing, and client delivery strategies.

One of my favourite moments? When a client gets their hands on a system I’ve created and immediately messages me, “OMG.” It’s happened over and over again - seriously, I’ve had people message that exact word multiple times throughout our time together.

Every time I showed one particular client how she could use the systems I’d built - and how they could save her hours and make things actually feel doable - she’d hit reply with a new “OMG,” and messages like:

She’s not alone. I’ve had plenty of those kinds of reactions (plus a bunch of “thank yous” without the OMGs, lol), and it never gets old.

That’s the kind of clarity and relief I want you to walk away with too.

This session gives you a one-day async deep dive into whatever’s on your plate - with expert eyes, custom strategy, and zero Zoom calls. Get ready for your own OMG moment.

Examples of What We Can Cover:

  • Set up or simplify your Asana workflows

  • Tweak or plan your client onboarding process

  • Streamline your weekly ops or content calendar

  • Create a task management system for your VA or team

  • Get mentorship on how to offer Asana/system services to your own clients

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 8-year-old AuDHDer/PDAer, I'm 38 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. 🩷

Let’s get things moving again.

Sign up for Just $149

✅ One full async day of strategy via WhatsApp.

✅ Ask up to 3 questions or topics.

✅ Get tailored insights, videos, voice notes & next steps.

✅ Discussions/follow-up questions throughout the day as time permits.

✅ No calls, no fluff. Just clarity and direction.

✅ Limited availability each month.

  • The session runs from 8:00 a.m. to 2:30 p.m. Eastern Time on your selected day. You’ll send your questions beforehand or at the start of the day, and I’ll reply throughout the day as time allows - usually in a mix of voice notes, videos, and messages. As time permits, we can also go back and forth for clarity or discussions. It’s flexible, async support without needing to sit on a Zoom call for hours. And it gives you time to think or implement between responses!

  • All communication happens inside WhatsApp. It’s easy to use and perfect for this kind of back-and-forth support. Once you book, you’ll get instructions to add me on WhatsApp and send your questions ahead of time.

  • You can ask me about anything in the realm of:

    • Asana setup + systems

    • Business operations + backend workflows

    • Offer or service delivery improvements

    • Digital product setup

    • Building a systems-focused service (if you're an OBM or VA wanting to do this for clients too)

    Not sure if your topic fits? Just reach out and I’ll let you know!

  • Once you purchase, you’ll receive an onboarding email with:

    1. A link to choose your date from my calendar

    2. A quick intake form to share what you’d like help with

    3. My WhatsApp number to add me in advance

  • That’s totally fine! As long as you can send your initial questions before the session begins (8:00 a.m. Eastern), I’ll respond throughout my day. Even if you’re asleep while I’m working, you’ll wake up to a bunch of insights and resources.

    And if you’re worried that our time zones are too different and you’ll have follow-up questions, let me know and I’ll make sure we find a way to make it work!

  • This session isn’t ideal for:

    • Full Asana builds from scratch (you’d need a full setup package)

    • In-depth tech walkthroughs of platforms I don’t use

    • Big-picture business coaching (like “what niche should I pick?”)

    If you’re unsure, feel free to ask and I’ll let you know if this format is a match.

  • Life happens! You can reschedule once with at least 24 hours’ notice by contacting me directly.

How It Works:

  1. Click to book & pay.

  2. You’ll get an email with the intake form and calendar to choose your date.

  3. Add me on WhatsApp & send up to 3 questions at the start of (or before) your session day.

  4. On the day of, I’ll reply throughout (8:00 a.m.to 2:30 p.m. ET) with custom feedback, video explanations, and actionable advice.

  5. Walk away with clarity and direction…and a whole lot less stress.

Why this vs AI or ChatGPT?

AI tools are amazing (I use them too), but they won’t personalize your strategy or tell you what not to waste time on. In this session, you’re getting human insight, based on real client experience — not generic advice or guesses.