Inside the Exact Client Systems That Keep Me Sane, Organized, and On Top of It All

Get Inspiration from an Asana Pro

See exactly how I manage all my different types of clients inside Asana - project based, retainer, and VIP days.

This is for you if:

  • You are an online coach, freelancer, VA, contractor, or other service-based business owner juggling multiple clients — and it’s starting to feel messy behind the scenes.

  • You are looking for a way to keep track of all the client things, stay organized, and stop letting things slip through the cracks.

  • You’ve tried using Asana (or want to!) but aren’t sure how to actually set it up to support your client work.

  • You’re a visual learner who wants to see a real setup in action, not just read tips or watch generic tutorials.

  • You’ve been wondering if Asana could actually work for you — and want to peek behind the curtain of someone who really uses it every day.

Time to take control of your client work instead of letting it run you!

You’ve got multiple clients, a million moving parts, and tasks scattered across sticky notes, email threads, and your memory.

You want to be the person who’s cool, calm, and always on top of it…but right now? It’s more like “Where did I put that file?” and “Did I follow up on that thing… or not?”

You don’t need more tools.

You need a clear, reliable system that actually helps you manage your client work — without creating more work for you.

That’s exactly what I’m showing you in this $9 Asana Tour:
A behind-the-scenes look at the exact setup I use to manage multiple clients, stay organized, and stop things from falling through the cracks.

Real systems. Real experience. Real results.

Let’s face it—AI is making online business easier than ever. You can get a draft email, a content plan, or a client reply in seconds.

But you know what AI can’t do?

Build a system that actually works for the way you run your business.

That’s why seeing how a real person — who’s been doing this for years — uses Asana to manage real clients is so valuable.

This isn’t a theory.

It’s not a template generated by a robot.

It’s a practical, personal workflow that I’ve refined through real-life trial and error — and it might be exactly what you need.

This is the exact system I use to manage my own client work — without losing my mind.

Before I built this, I was constantly jumping between inboxes, Google Drive folders, and trying to remember what each client needed — and when.

Even with Asana, I was under-using it at first. Tasks were everywhere, projects were cluttered, and I didn’t have a repeatable structure. Everything felt chaotic and disorganized behind the scenes.

So I sat down and created a client system that actually works — one that’s simple to maintain, keeps me on top of every client task and deliverable, and doesn’t require me to reinvent the wheel every time a new client comes in.

Now, I use this exact setup daily to run my client-based business efficiently — even with limited time and brain space. It helps me stay organized, look professional, and avoid that awful “I know I’m forgetting something” feeling.

And in this tour, I’m showing it to you — exactly as I use it, no fluff, no fake demo workspaces. The real thing.

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. 🩷

Get The Asana Tour today!

Buy Now for Just $9

  • Video walkthrough showing my exact behind-the-scenes client management systems.

  • Downloadable content that you can come back to any time.

  • Instant access so you can watch ASAP!

  • You’ll get instant access via an email right after you purchase! You can get started immediately!

  • Nope — this is a behind-the-scenes tour. You’re getting a video walkthrough of how I personally use Asana to manage my client work. It’s not a full course or step-by-step tutorial, but you’ll see my real workspace and systems in action.

  • No, this offer does not include templates or downloadable systems. If you want the plug-and-play version with all my client templates and step-by-step training, that’s all included in Asana Essentials.

  • Yes! You don’t need to be an Asana pro to benefit from this tour. You’ll get to see how I structure things, what types of projects and tasks I use, and how I keep everything organized. That said, it’s most helpful if you’ve at least opened up Asana and played around a bit.

  • Yes! This is the actual Asana workspace I use to manage my business. It’s not a mock-up or fake demo. I’ve blurred out anything super private, but everything you see is how I actually run things day to day.

  • You’ll get immediate access to a video walkthrough of my client systems, plus optional captions or a transcript for accessibility.

  • If you want to build your own version of what you see in the tour (without doing it from scratch), check out Asana Essentials — it includes all my foundational templates, trainings, and time-saving systems.

  • You can email me at hello@samanthakasbrick.com.

  • You can get through everything in less than 30 minutes. It's short & sweet — so you can see what you want, get inspiration, and get yourself set up more efficiently!

Ready to finally feel on top of your client work?

If you’re tired of feeling disorganized, behind, or just plain overwhelmed managing multiple clients…this tour is your first step to turning things around.

For just $9, you’ll get a real, unfiltered look inside the exact Asana system I use every day to stay sane, look professional, and keep every client project moving without dropping the ball.

No fluff. No overwhelm. Just clarity and a peek at what’s possible with the right setup.

Grab the tour now and get instant access.

You’ll be so glad you did.