How best to manage prep/follow up for client visits and related

Hi @Molly_Henry, welcome to the Asana Community Forum!

I’d say creating a Project Template and using this template to create each new project will work really well and will also save you a lot of time. You can find more information about Project Templates here.

We also have some tips in our Forum on how to work with clients directly in Asana:

Last but not least, I’m adding our Partners - Forum Leaders here @pforumleader as they are also experts working with clients and hopefully can share some tips!