Asana Consultant
As an Asana consultant I help service businesses get Asana working the way the team actually delivers, not the way a generic template thinks they should. Setup, optimisation, training, and ongoing support, all in plain English, no project management jargon.
Most of my Asana consultant work is with service businesses doing between £500k and £10m a year. Coaches, agencies, consultancies, training companies, and professional services. Teams who want one place where projects, tasks, and team capacity actually live.
What an Asana consultant actually does
The job isn’t to give you another tour of Asana or run a workshop on what project management is. It’s to take the work currently scattered across email, Slack, and three other tools, and rebuild it inside Asana so the team has one place that’s actually trustworthy. As your Asana consultant I focus on four areas.
Asana setup and project structure
I look at how your team actually delivers work, not how an org chart or a Prince2 textbook says they should. Sales handover, client onboarding, project delivery, recurring work, support. Then I build the project structure, custom fields, forms, and rules in Asana that fit those workflows so people don’t have to translate between how they work and how the tool works.
Asana optimisation
You’ve already got Asana but it’s drifted. Tasks live in three places, the dashboard shows numbers nobody trusts, and half the team has gone back to email. I rebuild what’s there: tighter project structure, sensible custom fields, automation that does the routine bits, and reporting that actually answers the question “is the work going to be done on time?”
Team training and adoption
An Asana setup nobody trusts gets switched off within a month. I run live training tailored to the projects we’ve built, document the daily routine for each role, and set up a way for your team to flag when something’s not working so it can be tuned, not abandoned.
Ongoing Asana support
Asana ships changes every few weeks and your business changes faster than that. On a light retainer I keep the setup tuned, build new project templates when the team needs them, and join up Asana to the rest of your stack as you add tools.
Who this Asana consultant work is for
This page is the right fit if you’re:
– A service business owner with a team of 5 to 50
– Already paying for Asana but the team isn’t really using it
– About to roll Asana out and want to avoid the usual six-month false start
– Running real projects across real people, not just keeping a personal task list
– Looking for someone who’s set up Asana 50+ times rather than someone reading the docs alongside you
If you’re a one-person business or you’ve got 200 people, I’m probably not the right fit. I’ll tell you that on the first call rather than waste your time.
How I work with you
A simple four-step process. No surprises and no long tie-ins.
1. Free consultation. A 30-minute call to look at how your team currently runs projects and where Asana would actually move the needle. If there’s no obvious fit, I’ll tell you on the call.
2. Audit and plan. I get into your existing Asana setup (or your current workflow if you’re not on it yet), write up what I’d change and why, and price the build. You sign off the plan before anything happens.
3. Build and rebuild. Setup or rebuild done with you, not at you. Project structure, custom fields, forms, rules, integrations, fallbacks for the things Asana doesn’t do natively. Typically four to six weeks, dependent on your availability.
4. Training and handover. Live team training, recorded sessions, and written documentation for every workflow. Then a 30-day bedding-in period where I tune anything the team flags. If you need more on training, see our Asana Training page
Asana and your Business Operating System
Asana works best when it’s plumbed into the rest of your system, not bolted on the side.
A Business Operating System is the framework I use to think about this. Five layers: Pipeline, Delivery, Reporting, Finance, and Knowledge. Asana lives mostly in two of them: Delivery (where the work that’s been won actually gets done) and Reporting (where on-time delivery, capacity, and bottlenecks get surfaced back to the leadership view).
In Delivery, an Asana consultant builds the project templates, custom fields, and rules that turn an incoming client into structured work. In Reporting, the same setup feeds dashboards that tell you what’s late, who’s stretched, and what’s about to slip. Pipeline and Knowledge usually live in your CRM and your docs, but Asana is the place those two layers actually get acted on.
Read What Is a Business Operating System? for the full picture, or jump to the layer that’s most painful for you right now.
Asana Consultant FAQs
How long have you been working with Asana?
I’ve been an Asana consultant since the platform launched in 2009 and seen it change a lot since. I’ve tested most of the project and task management tools out there, and Asana is still the one I recommend for most service businesses doing £500k to £10m.
How do I know if your Asana consultant work is right for me?
Quickest way to find out is the free 30-minute discovery call. We’ll talk about what you’re trying to get to, what’s in your way, and whether the Asana consultant work I do is a fit. If it isn’t, I’ll tell you on the call and point you to someone better suited. Click here to book a call.
Do you only work with established companies?
I work with solo business owners, small and medium-sized businesses primarily. Most Asana consultant clients are looking to make a step change in how they run projects, and that often touches Asana, their own productivity, process, and team communication. I can also help with Google Workspace, CRM integration, and automation.
Do you offer ongoing Asana consulting services?
Yes. Many Asana consultant engagements continue once the initial setup is live, particularly when clients want help with the rest of the workflow. That can cover email, file storage, database setup, Google Workspace integration, and automating tasks between systems.
What if we need help with other tools, not just Asana?
That’s fine. As well as Asana consultant work I cover Pipedrive, Notion, Airtable, Google Workspace, Make, Zapier, and several other platforms. If you need help with the entire system, not just Asana, I can take that on.
How will using Asana improve our business?
The most common improvements I see as an Asana consultant are fewer dropped tasks, clearer ownership across projects, better visibility for managers and team leaders, and less time chasing people for updates. Teams that were running work through email and Slack suddenly have one place where everything lives, everyone knows what they’re responsible for, and nothing quietly disappears. The firefighting reduces. Projects start finishing on time.
What measurable results have you delivered for similar clients?
Typical Asana consultant outcomes include real improvement in on-time task completion, a reduction in time spent in unnecessary status meetings, and improved team confidence because people aren’t constantly unclear on priorities. One agency I worked with went from regularly missing client deadlines to a near-perfect delivery record within two months of a proper Asana implementation and team training.
What types of teams have you set up Asana for?
Agencies, consultancies, professional services firms, internal operations teams, and client delivery teams. The common thread for an Asana consultant engagement is teams running multiple projects across multiple people, where the work was previously coordinated through email, chat, or a mix of tools that weren’t designed for project management.
How deep does your Asana knowledge go?
I work with portfolios, goals, custom fields, forms, rules, integrations, and advanced reporting on a daily basis. As your Asana consultant I’m not just setting up task lists. I’m building workflows that match how your team actually delivers, with automation and structure so people spend less time on admin. I’m also a Prince2 certified Project Manager, so the underlying project principles are baked in.
Have you worked with businesses at our size and complexity?
Most of my Asana consultant work is with small to mid-sized teams, typically 5 to 50 people, where Asana is a strong fit. If something else would serve you better, I’ll tell you honestly rather than take on a project that isn’t right. I’ve also built Business Operating Systems in Airtable and Notion, so there are plenty of options if Asana isn’t the answer.
How do you translate our current way of working into Asana?
By starting with how you actually work, not how you think you should. That means understanding your real workflow: the steps, the handoffs, the bottlenecks, who needs visibility on what, and building an Asana structure that reflects that. As an Asana consultant I don’t force your business into a generic template. I’m a Prince2 certified Project Manager so the principles and best-practice of managing projects are baked in.
Can you integrate Asana with our other tools?
Yes. Asana integrates natively with Google Workspace, Microsoft 365, Slack, and many others. For more complex or custom integrations an Asana consultant typically reaches for Make.com or Zapier. The most common ask is “can a form create a project?” Asana doesn’t do that natively, but I have a working solution.
Ready to get Asana working for you?
Most service businesses don’t need a project management overhaul. They need Asana set up once, with the team trained on it, and someone they can contact when something needs changing. If you want one place where the work actually lives, let’s talk.
Want to see typical project costs first? View the Asana consultant pricing
Next steps:
1. Book a free consultation. A 30-minute call about your projects and where Asana would help.
2. Get a detailed proposal. Clear scope, timeline, and pricing.
3. Start your build. Setup live in two to three weeks.
Stuck on something specific ? – Book a 60 minute Discovery Session
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