Discovery Step 1 of 8 12% To start with, tell us about you...We need to know some basic information.Name First Last Email Are you looking for help with Asana or another project management tool?(Required) Yes, we use Asana No, we use something else We haven't picked a project management tool yet What Asana Plan are you on?(Required) Basic/Free Premium Business Enterprise I don't know What tool(s) are you looking for help with?(Required) Todoist Notion Monday.com Teamwork Wrike AirTable Something Else What other tools?Are you an agency?For this question, what we mean is: in addition to work on your own business, do you have clients whose projects you manage and work on? Or is all of the work you are managing exclusively for your own business? Yes, we have clients No, all work is for our business Other HiddenDeal ID About the ProjectWhat prompted you to get in touch with an Asana Certified Pro?(Required)What prompted you to get in touch with us for help?(Required)If we decide to work together, by when would you like to see this project fully implemented?(Required) Month Day Year What are your goals for working together? What are you specifically looking to accomplish?(Required)How would you measure the success of this project?(Required)Would your team benefit from learning productivity tips, tricks, and best practices?(Required) Yes, that would be helpful No, we're already very productive Other Rank these pain points, in order of importanceWe understand that all three are important, but we need to know what is the most important problem that needs to be solved. Place a 1 in the field of highest importance, a 2 for medium importance, and a 3 in the field of lowest importance.Task Management(Required)What is everything that needs to get done, who needs to do it, and when is it due? Sounds like:"We're losing track of what needs to be done, by who, and by when."Priority Management(Required)Surfacing the most important tasks from everything else, so everyone can work on the tasks that advance the mission and help to achieve organizational goals. Sounds like: "We're doing lots of things but we're dropping the ball on the most important things that move the company forward. We need to move away from just putting out fires."Time Management(Required)Visibility about how much work is assigned to each team member, and knowing who has space to lend a hand. Sounds like: "We're all overworked with too much on our plates and we need to get our project timelines under control so we can go home at a reasonable hour." How long have you been using Asana?(Required) Days? Months? Years?What is the email address that is used as the Super Admin on your Asana account? This is typically the email address that the billing information is sent to and/or the person who set up the account. We ask for this so we can contact Asana Technical Support for you if necessary.How many users in your Asana workspace?Please include full members only. Do not include guests.Are you planning to add more team members to the platform in the future? Yes No I don't know Which of the following items would you be interested in having in your system? Project Plans & Processes Content Management (Blogs, Podcasts, Videos) Social Media Management Customer Relationship Management (CRM) New Team Member Onboarding Meeting Agendas Weekly Stand Up Meetings Priorities Event Planning Creative or Work Requests RFP Process Product Launch Which of the following Asana features are you using? Portfolios Workload (Resource Planning) Goals Forms Dashboards Timeline View Messages Status Updates Tags Dependencies Milestones Approvals Reports Who will be the internal champion for Asana? The person who has the final say on system protocol? If we think another tool would be helpful for your team, would you like us to... Please just stick with Asana only. No additional tools. We'd like to talk about it with you. Yes, please make other recommnedation. Your TeamWhich of your teams need access to this system? Leadership Finance Marketing Sales Operations HR Customer Service Are there any other teams or groups of people who need access? Do you have an org chart you can share with us? Yes, I can upload it now Yes, I can email it later No Other FileMax. file size: 50 MB.Great, just email us here when you're ready [email protected] CommunicationWhat are your methods and tools for internal communication? In-Person Meeting Email Phone Call Text/SMS Slack Microsoft Teams Google Chat Asana Other Please explain "Other" What are your methods and tools for client communication? In-Person Meeting Email Phone Call Text/SMS Slack Microsoft Teams Google Chat Asana Other Please explain "Other" Do your clients or customers need visibility into your project management system? Yes No Not sure yet What are your methods and tools for vendor/partner communication? In-Person Meeting Email Phone Call Text/SMS Slack Microsoft Teams Google Chat Asana Other Please explain "Other" Do your vendors need visibility into the system? Yes No Not sure yet Tools & IntegrationsWhat do you use for your email and calendar? G Suite Outlook Other Do you use any tools for time tracking? Harvest EverHour Clockify Other What do you use for a CRM? Salesforce Hubspot Pipedrive Keap Zoho ActiveCampaign Other Do you ever use Gantt charts? Yes No, but we'd like to No, we don't need it Other Do you ever track dependencies between projects or tasks? Yes No, but we'd like to No, we don't need it Other File ManagementWhere do you currently store files and documents? Google Drive Microsoft Sharepoint Dropbox Box.net Local Shared Drive / Server Other Please explain "Other" Do people outside your organization need access to these documents? (Like vendors, clients or customers) Yes No Not sure yet Would having something to help you with the approval process inside Asana help you? Yes No Not sure yet Frequently Used ProjectsPlease check if any of these commonly used projects would be helpful to your organization: New Employee Onboarding Meeting Agendas Sales Pipeline CRM New Client Onboarding Knowledge Base Standard Operating Procedure Repository Content Calendar Management Social Media Content Calendar Management Weekly or Monthly Reports Is there a desire to better understand resource and workload management? Not really. We’ve got this down. We don’t work crazy hours. Yes. This is a dumpster fire and it would be great if we didn’t work 80 hour weeks. Something in between. Do you feel that the amount of work that is on your plate is... Great. We're able to get everything done. Average and usually reasonable. Completely unhinged. We can't get it all done.
