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Live with Cassie 

ASANA
UNLOCKED

A LIVE 4-Week Build with Everbloom

Build your practice operating system from the ground up, inside your actual account, in real time. 

Live Virtual Cohort 

4 Fridays 

8 CE Credits

Starts August 21 

Your Team is Running on Memory

Someone is always asking what is next, who owns it, and where to find it. You are the answer to every question because nothing lives anywhere central.

Things fall through the cracks. Tasks fall off the radar. Your team is not on the same page because there is no page.

Asana Unlocked is where we fix it. Live. Together. In real time. You show up on four Fridays and build your Asana organization within your actual account, along with Cassie. By September 11th, your practice will have a real operating system that your whole team can use starting Monday morning.

Build with Cassie LIVE

✔ 4 LIVE Building Sessions via Zoom
✔ Every session is recorded
✔ One Price Per Practice

  

 
REGISTER HERE →

Early bird pricing ends August 1, 2026

Every session is live on Zoom. You build inside your actual Asana organization as Cassie walks you through every step. You leave each Friday with projects that are ready to use!

whAT YOU BUILD

Week I

Asana Foundation + Team Task Lists
 
 
This is where everything starts. We build the foundation of your Asana organization from the ground up, inside your actual account, in real time.
 
We are setting up your organization structure so it works the way your practice actually operates. That means your roles and responsibilities are clear, your task library is loaded, and your team knows exactly what they own and who backs them up.
 
No more guessing. No more sticky notes. No more being the answer to every question.
 
 

Aug 21 · 11am EST

You leave this session with a fully structured Asana organization and a task library your whole team can use starting Monday.
  • Asana organization structure and settings
  • Roles and responsibilities project
  • Full practice task library
  • Automations, forms, and customization setup

Week II

Team Connection

Session two is the week your team actually gets on the same page. We build the systems that keep communication clear, meetings productive, and your entire team connected inside Asana every single day.

Most practices have meetings that go nowhere and task lists that live in someone's head. This session fixes that. We build your team meeting templates, your role-based task lists, and your Asana customization so the tool actually fits the way your practice runs, not the other way around.

 

Aug 28 · 11am EST

You leave this session with a communication system your team will use every day without being asked.
  • Team Correspondence Project
  • Team meeting templates built and loaded
  • Lunch and learn templates
  • Custom templates added and configured for your practice
  • Asana customization applied across your organization

Week III

Hiring, Onboarding, and SOPs

 

Session three is where your practice stops relying on tribal knowledge and starts running on documented systems. Every transition in your practice, in or out, runs on a system instead of memory after today. We build your full onboarding and offboarding infrastructure so every new hire gets the same experience regardless of who is training them.

We also get your SOPs out of everyone's heads and into Asana, using Everbloom's custom GPT to accelerate the writing process so you are not starting from a blank page.

 

Sep 4 · 11am EST

You leave this session with onboarding and offboarding checklists by role, a structured SOP project, and a tracking system so nothing falls behind.
  • New Hire Tracking Project
  • Onboarding checklists by role
  • Offboarding checklists by role
  • SOP creation project built and structured
  • SOP building using Everbloom's custom GPT
  • SOP tracking system so nothing falls behind

Week IV

Marketing, Referrals, and Asana AI
 
Session four is your final build session, and we are going out strong. We build the projects your practice will use and grow long after Asana Unlocked ends, and we finish by learning how to use Asana AI so you and your team can work faster starting next week.
 
Marketing and referral relationships are the growth engine of every practice, and most practices manage them in spreadsheets, email threads, or not at all. We fix that today.
 
By the end of this session, your marketing campaigns have a home, your referring practice relationships are tracked, and your team has a 30-day action plan to keep the momentum going.
 

Sep 11 · 11am EST

You leave knowing how to use Asana automation and forms to automate parts of your workflow that used to take manual effort.
  • Marketing brain dump and campaign project
  • Events planning and tracking
  • Referring practice gift tracking, drop-offs, and deliveries
  • Pre-built action plan project you keep building on
  • Asana AI tools and how to use them in your practice
  • 30-day action plan so the momentum does not stop
★★★★★

"With three locations and a large team, we had been challenged in our organization, communication, and follow-through. After working with Cassie, the dreaded progress killer of 'it fell off my radar' has been dramatically reduced. We are more consistently on the same page as a team and able to focus more on patient care rather than administrative chaos."

 

 

Dr. Joe Eliason

Smile Orthodontics

★★★★★

"Far less things are falling through the cracks. Any office wanting accountability and less sticky notes needs Cassie."

 

DR. EMILY WATSON

Warsaw Orthodontics

★★★★★

"Everything lives in one place. Our team starts the day knowing exactly what needs to get done, who is responsible, and when it is due. From marketing campaigns to patient experience improvements to daily operations, we use Asana to keep everything organized and moving forward."

  

Dr. Inna Gellerman

Gellerman Orthodontics

Frequently Asked Questions

BUILD IT ONCE.
RUN IT FOREVER.

Every day you run without a real system is a day you're paying your best people to hold things together with institutional memory and gut instinct.

Register Now →