Turn Leads into Loyal Clients with the Asana CRM & Client Project Template
Keeping up with client projects, follow-ups, and every little detail in your sales process can feel overwhelming—especially when you're juggling it all yourself or managing a small team. If you're tired of messy spreadsheets and forgotten follow-ups, it's time to streamline your client workflow with Asana.
The Asana CRM & Client Project Template is designed to help you organize, track, and optimize every step of your client journey—from first contact to project completion.
Whether you're working solo or with a team, this template keeps all your tasks in one place so nothing falls through the cracks.
What’s Inside:
- Pre-loaded task list with 34 essential steps—fully customizable to fit your business
- Instructional video & workbook to walk you through setup and best practices
- Built-in process tracking to spot inefficiencies and see where clients drop off in your sales funnel
No more guesswork. No more lost leads. Just a clear, organized system to close more deals, serve your clients better, and scale with confidence.
Ready to transform the way you manage clients? Grab your template today and start working smarter! 🚀
Asana: CRM + Client Project Template
- A CSV file loaded with 34 tasks for you to upload into Asana and customize as your own.
- Instructional Video
- Workbook
- Pre-designed, customizable Canva cover pages to elevate the look of your Asana board