Asana Dashboard & System Automations
CLIENTS ONBOARDING & CAMPAIGN EXECUTION SYSTEM
A fully automated client onboarding and campaign execution system using Asana, cutting chaos, improving visibility, and saving the founder over 20+ hours weekly and reducing onboarding time by 70%
This streamlined workflow now runs with zero micromanagement.
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 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:
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Client Intake & Kickoff
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Strategy & Asset Collection
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Setup & Execution
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Launch & Review
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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
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Tasks auto assigned at the right time
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Status updates trigger next steps automatically
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Reminders and due dates run without manual checks
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Dashboards provide real-time visibility for both team and clients
The Result:
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Reduced onboarding time by 70%
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Improved team accountability and transparency
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Enabled seamless task handoffs and automated workflows
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Real-time task tracking and deadline visibility
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Gave back 20+ hours weekly to the founder
