I’m starting a new very large project, consisting of on-boarding 300 retailers as new clients.
While I am recruiting for an Asana expert, I’d like to find an existing on-boarding template someone has used to create a series of 10-25 steps involved in the process from introduction to a new client, to the follow up thank you emails and everything in between. I am 100% visual learner, so seeing actual steps someone else used in a process and understanding which things are tasks vs other items will help me learn Asana, as well. Does not have to be template for on-boarding clients, it could be for on-boarding staffers or anything similar. TIA, Brian
Hi @Brian_Ashley,
I have templates I made and used to successfully to onboard dozens of staffers; I’ll contact you by private message to share.
For other alternatives, peruse https://templana.com/ by @Bastien_Siebman for templates and consulting, and more consultants at http://productivity-experts.com/.
Larry Berger
Asana2Go & Trilogi Software: Asana Consulting
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Larry,
Thank you much. How do you PM in Asana? Do I need to supply you with anything more than you already know about me?
You just click your avatar in the top right of this Community window and then click the letter icon. I’ve just sent you one so you should have a notice now.
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The best resource for templates is definitely @Bastien_Siebman’s Templana. Check it out!
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