Asana Setup & Training

A streamlined process to get your Asana workspace organized, customized, and working for you.

Step 1: Discovery Call (30 minutes) We'll meet to discuss your business, workflow, and how you’d like to use Asana. This call helps identify your goals, pain points, and specific needs.

Step 2: Custom Asana Build-Out I’ll set up your Asana workspace tailored to your business — including projects, task templates, automations, and key integrations as needed.

Step 3: Review & Adjust Call (15–20 minutes) We’ll walk through the setup together and make any necessary changes or additions. We'll also schedule your full training session during this call.

Step 4: Personalized Training Session A hands-on training for you and/or your team to learn how to use Asana effectively. I’ll walk you through the tools, best practices, and answer all your questions.

Timeline & Revisions

• Unless otherwise agreed upon, most services are delivered within 7–14 business days after the onboarding call is complete.  

• Includes 1 round of revisions per custom item.  

• Additional revisions may be billed at $65/hour.

Client Responsibilities

• Provide branding materials, access credentials, and timely communication.  

• Ensure platform access is available for any setup or optimization tasks.

Refunds & Cancellations

• All sales are final.  

• Cancellations within 24 hours of payment may receive a partial refund (minus 20%) if work has not begun.  

Ownership & Use

• Final materials belong to the Client.  

• Drafts and source files remain the intellectual property of Run Your Life Company LLC unless agreed otherwise.

Confidentiality

All shared information will remain private and confidential unless otherwise permitted in writing.

Limitation of Liability

• Run Your Life Company LLC is not liable for the outcomes or misuse of delivered materials after project completion.

• Client is responsible for all DOL, MLS, and any/all rules and regulations etc.  in their location.