Asana

We use Asana to manage the onboarding process with new customers. It's a comprehensive work management tool that allows you to track project and task progress, share files, comments, and notes, and keep track of deadlines.

Why we use Asana

Asana makes it easy to get the most important work done. Increase efficiency to deliver our tools to you and hit your goals.

Our aim is to complete the onboarding in the shortest time possible to get you up and running with our tools

With your co-operation we aim to complete the onboarding in approximately 2 - 4 weeks.

How we use Asana

We use Asana to map out each stage of the onboarding process, here is a typical overview of what is required to get you ready to launch.

Stage 1 - Account Manager Introduction

Stage 2 - Technical Setup

Stage 3 - Sales Training

Stage 4 - Marketing & PR

Stage 5 - Product Launch!

How to use Asana

Your designated account manager will send you an invitation via email to join Asana.

Once you accept the invitation, you will be asked to sign up. If you already have an account you can proceed using your existing login credentials. Alternatively, you can sign up in seconds with Google or using your email address.

You will then be asked to setup a profile, which should only take a few minutes.

You will then be setup and ready to work with us to complete the onboarding phase.

Asana can be accessed in a variety of ways. Choose the best option for you and your team.

You can download the application for desktop or mobile, or simply use a web browser to access the collaborative dashboard.