Already have Asana?
Asana Audit and Optimization
★★★★★
"Cassie is the one to call on. We can't recommend her enough!"
We've cleaned up 0 tasks (and counting) in our clients' Asanas!
Has Your Turned Into a Graveyard of Abandoned Tasks? We'll Fix That.
You set up Asana with good intentions. Now it's a mess of abandoned projects, unclear tasks, and a team that avoids using it.
Our Asana Audit...
✔ Pinpoints what's broken in your setup
✔ Deletes what's dead weight
✔ Reorganizes by role and priority
✔ Optimizes workflows for your processes
✔ Retrains your team so they embrace it
✔ Gives you a clean functional system again
How It Works
Pre-Audit Questionnaire
Before the audit starts, you will receive a questionnaire to gather information about current Asana usage, goals and pain points, and desired outcomes.
Audit Process
Cassie will then thoroughly audit your practice's Asana Organization, evaluating aspects like organization configuration, task management, communication, collaboration, project inefficiencies, automation utilization, and integrations.
Post-Audit Session
Cassie will conduct a virtual meeting with you via Zoom to present her detailed findings and recommendations for improvement. This will include a comprehensive Asana dashboard outlining areas for cleanup.
Additional Support
You can choose to clean up your Asana yourself or opt for targeted Asana cleanup and organization led by Everbloom.
You'll walk away with...
+ In-Depth Asana Usage Dashboard
+ Customized Improvement Recommendations
+ Targeted Asana Clean-up and Organization
+ Strengthened Team Collaboration
+ Leveraging of New Asana Features
Bonus!
The audit includes a dedicated Asana board that summarizes all findings and improvement suggestions, providing a clear roadmap for optimization.
What's Included in Your Asana Audit & Optimization
Your Asana is cluttered and nobody uses it. We fix that. Complete audit, full cleanup, reorganization by role and priority, and team retraining. By the end, you'll have a system that actually makes sense.
Service Duration
Audit: 4+ hours | Assisted Clean Up: 1/2 day
Training Format
Delivered in two digestible sessions (2 hours each)
Fully remote via Zoom
Flexible scheduling based on your team’s availability
Payment Structure
The total cost is divided into two equal payments
Each payment is made upon scheduling each session
Designed to make the program more accessible and manageable for your team.
"Cassie's clear step-by-step approach made it easy for our entire team to adopt Asana"
Dr. Joe Eliason
Smile Orthodontics
"Cassie didn't just set up a system—she took the time to understand our needs, streamline our processes, and empower our team."
Dr. Danae Kirk
Kirk Orthodontics
"I can confidently say there are far less things falling through the cracks. Any office wanting accountability and less sticky notes needs Cassie!"
Dr. Emily Watson
Warsaw Orthodontics
Ready to Actually Start Using Your Asana?
Book Your Strategy CallCassie is an Asana Ambassador & Certified Expert - You're getting the best training out there!
Teams Who Love Asana
Other Ways We Can Help You With Asana
We offer several Asana programs depending on where your practice is at - From full implementation and training to DIY courses.
★★★★★
"Cassie and Everbloom were exactly what our office and needed" - Dr. Danae Kirk
Let's get your Asana working hard for you again.
Book a strategy call and we'll assess your setup, identify what's broken, and create a clear plan to clean it up and optimize it. Your team deserves a system that actually works.
Book Your Asana Strategy Call
