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Training and maintenance that keep Asana running the way it should

Setup is one project. Adoption is ongoing. We train every role, then stay on to keep the system healthy as your team grows.

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Everything that keeps a workspace healthy

Training gets people fluent. Retainers keep them there. Filter by the piece you want to strengthen first.

Role-based training

Sessions tailored to contributors, managers, and admins.

  • Contributor sessions
  • Manager tracks
  • Admin deep-dives
Training
Admin enablement

Permissions, governance, and workspace hygiene handled correctly.

  • Permission models
  • Governance playbooks
  • Workspace hygiene
Admin
Adoption tracking

Visibility into who's using what, and where the gaps are.

  • Usage dashboards
  • Team-level metrics
  • Gap alerts
Adoption
Workflow audits

Quarterly reviews that catch rules and templates going stale.

  • Rule audits
  • Template refresh
  • Portfolio cleanup
Audits
License & seat optimization

The right tier and seat count for how you actually work.

  • Tier fit
  • Seat rightsizing
  • Renewal planning
Licensing
Process

How the retainer runs

A steady cadence, not a one-off handover. Each phase feeds the next.

  1. 01

    Baseline audit

    Assess current usage, gaps, and where training is most needed.

  2. 02

    Role-based training

    Live sessions for contributors, team leads, and admins.

  3. 03

    Adoption tracking

    Measure who's active and which teams need more support.

  4. 04

    Quarterly optimization

    Workflow and template reviews as your team changes.

  5. 05

    Ongoing support retainer

    A direct line for questions, fixes, and new use cases.

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The partner that stays past launch

Most agencies hand off a workspace and disappear. We stay on retainer because Asana keeps evolving, and so does your team. Quarterly reviews mean small issues get fixed before they turn into a reason to stop using the system.

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Selected work

Outcomes we can point to.

Advanced Manufacturing

PCB Technologies

Challenge: Sales lived in HubSpot while operations and revenue lived in Priority ERP - finance spent days on manual reconciliation.

Solution: Two-way HubSpot-Priority sync via Engini with closed-loop reporting - sales and finance now read the same numbers.

60% faster month-end close
HealthTech

Nanox

Challenge: A commercial operating system that had to scale from a small Israeli team to a NASDAQ-listed medical imaging company.

Solution: Sales Hub as the core CRM with hardened deal stages and audit-ready revenue tracking through IPO.

100% audit-ready revenue tracking
Cybersecurity / SaaS

CHEQ

Challenge: A defined enterprise target-account list, but campaigns ran broad and pipeline contribution could not be tracked.

Solution: Account-based campaigns on LinkedIn with budget attribution wired directly into HubSpot pipeline.

3x pipeline lift on target accounts

Book a 30-minute portal audit.

We'll look at your HubSpot together, identify the 3 highest-leverage moves, and tell you honestly whether IV-Lead is the right partner for your organization.

Book the audit