CLIENTS ONBOARDING & CAMPAIGN EXECUTION SYSTEM
Role: Workflow Architect
Tools Used: Asana, Automations
The Challenge: The agency’s client onboarding process was chaotic, scattered files, unclear ownership, and constant follow-ups. Projects kept slipping through the cracks, and the founder was buried in micromanagement.
The Solution:
Built a fully automated, scalable workflow inside Asana that delivered structure from day one. The system was divided into 5 strategic phases:
Client Intake & Kickoff
Strategy & Asset Collection
Setup & Execution
Launch & Review
Final Handover
Each phase came with pre-assigned tasks, start/end dates, custom fields (status, stage, priority), and crystal-clear ownership.
The Magic: Smart Automation
Tasks auto assigned at the right time
Status updates trigger next steps automatically
Reminders and due dates run without manual checks
Dashboards provide real-time visibility for both team and clients
The Result:
⏳ Reduced onboarding time by 70%
👥 Improved team accountability and transparency
🔁 Enabled seamless task handoffs and automated workflows
👁️ Real-time task tracking and deadline visibility
🧠 Gave back 20+ hours weekly to the founder
FOR MORE DETAILED ANALYSIS, CHECK OUT THE PRESENTATION BELOW.
Asana Workflow Sysytems & Automations