Your step‑by‑step AI guide to set up and customize your Asana. In minutes, not months.
Inside the Assistant...
Starter Paths (choose your path):
“I have the templates”
"I’m starting from scratch”
Guided Setups:
Biz Central (Biz Info, Tasks & Ideas, SOP Bank)
Clients (Client Board / Coaching flows)
Content (Instagram, Email, Long‑Form)
Products & Launches (New Product, Launch, Ongoing Management)
Team & Ops (Team Management, Meetings, Leads, Education)
Built‑In Best Practices:
Free‑plan friendly
Colour‑coding, tags, assignees, board covers
Habit stack: tips for making it all stick
01Customer
02Payment
Contact information
Edit
Edit
Payment information
Optional Add-on: SOP Writer GPT ($39)
Want to create clear, team-ready SOPs - without a blank doc or formatting stress?
I’ve helped clients create and implement business systems that actually stick. And I’ve been using the same SOP structure in my own business to organize everything from onboarding to marketing to admin.
Now built into a GPT - ready for you to use right away!
Step-by-step SOP builder
Expandable, flexible process input (notes, transcript, steps)
Copy + paste ready in minutes
Asana-formatted final output
Lifetime Access to the GPT tool
Instant access so you can start creating your SOPs ASAP!
Step-by-step SOP builder 
