Step-by-step video walkthroughs where you follow along and build your full income and expense system inside Asana in real time. Most people have theirs up and running in under an hour.
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Built for Asana Starter or higher. I walk you through every step, including custom fields, filters, and rules, so nothing gets skipped.
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Self-paced access so you can watch, pause, rewind, and implement at your own speed.
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Instant access so you can get set up today!
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Bonus: Expense Categorizer Tool - describe any transaction in plain language and instantly get the right expense category, why it fits, and exactly how to log it inside your new system.
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Limited Time Bonus: Build It Week - a free popup community experience running April 20–26 where you build your system alongside a group of other TISI students. Ask questions, share your progress, and actually get it done!
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"Everything Samantha produces is gold. I binge her content religiously on Insta and YouTube and buy most products she releases and it has revolutionised my business organisation!"
— Randa (Happy Customer)
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- How and when do I get access?Instantly - right after purchase you'll get everything you need to get started today!
- What if I'm not a "systems person"?That's exactly who this was made for. If you can follow a video and click around in Asana, you can build this. I walk you through every single step.
- Do I need the paid version of Asana to use this?Yes, this system is built using Asana's paid features (specifically custom fields, rules, and saved views). You'll need at least Asana Starter (previously Premium) to fully follow along.
- Is there any 1:1 support included?This is a self-paced workshop, so there's no live or 1:1 component. That's also what keeps it at $29. However, during Build It Week (April 20–26) you'll have access to a popup Facebook group where you can ask questions and get support throughout the week. And if anything is ever unclear outside of that, you can always email me.
- Is this only for coaches?Not at all. If you're a freelancer, VA, OBM, or any kind of service-based entrepreneur (solo or with a team), this was built for you too.
- Will this connect to my bookkeeping or tax software?This is a tracking system inside Asana, not accounting software. It's designed to keep you organized and informed, not to replace your accountant.
- What is the time investment?It's short, sweet, & to the point - so you can follow along and be set up in under an hour if you follow along with my walkthrough videos!
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Contact information
Figure out exactly what revenue you need to hit your take-home goal
Know instantly how much to set aside for taxes every time a payment comes in
See how many sales of each offer you need to reach your monthly target
Build your own offer mix with sliders and watch the numbers update in real time
Download a clean PDF summary of all your results to keep on hand
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Strategy training to plan, manage, and repurpose your content
Tech tutorials, including how to implement in Asana
Repurposing SOP for you and your team
ChatGPT prompt pack to expand one idea into many
Downloadable content that you can revisit anytime
Instant access so you can start putting your content on repeat ASAP!
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FIVE amazing personal Asana templates:
• Personal General Template
• Travel Planning Template
• Christmas Planning Template
• Special Occasions Template
• Habit Tracker Template
Video walkthroughs for each template
Downloadable content that you can use forever
Instant access so you can start organizing your life ASAP!
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Payment information
- Total payment
- 1xTrack It & Stack It$29-+
- Content on Repeat$39
- Personal Asana Template Bundle$19
- Revenue Planner$9
- Discount
- Shipping$0
- Sales tax$0
- Total
- Today's payment
- Track It & Stack It$0
- Content on Repeat$39
- Personal Asana Template Bundle$19
- Revenue Planner$9
- Discount
- Shipping$0
- Sales tax$0
- Total
- Future payments
- $29
- Discount$0
- Shipping$0
- Sales tax$0
- Future amount
$0 - Today's payment:
$0 - Today's payment
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$0
All prices in USD