Asana (2)

🔗 Asana

Day 0

**Subject** Your Asana Plan

**Body**

Hi {{first_name}},

Thank you for writing in, and I will be more than happy to direct you to the right person.

I see you have an existing account within Asana, So I would like to get you in touch with your account manager Jane Doe, as they will be able to assist you further with your evaluation of Asana Enterprise.

I’ll let the two of you take it from here!

Regards,
John Doe

Inbound Representative@ Asana

633 Folsom St San Francisco, CA 94107

Sign up for a free trial of Asana Business today!

Day 1

**Subject** Re: Your Asana Plan

**Body**

John – thanks for the introduction.

{{first_name}} – It’s great to meet you and thanks for your interest in Asana for your team!

I’m happy to discuss how Asana Enterprise can help your business. A quick introduction call generally helps to understand the team’s overall goals and to put together an action plan for evaluation.

I sent you a calendar invite for

{{date&time_stamp}}

Let me know if a better time works for you. You can also schedule another time to talk by booking time on my calendar here:

https://calendly.com/janedoe-ms/asana-intro-call

Looking forward to speaking soon!

Thanks
Jane Doe

Asana Account Manager

Day 5

**Subject** Reminder: your meeting Asana – {{first_name}} / Jane is about to start

**Body**

Hi,

Our meeting “Asana – {{first_name}} / Jane” is about to start in a few minutes (3:00 PM AET).Please click the button below to join the web conference.

{{Join_meeting}}

I’m looking forward to talking to you soon, Jane

Day 5

**Subject** Asana call follow up

**Body**

Hi {{first_name}},

I’m glad we could connect today!

Based on what we talked about, the Advanced plan will be a great fit for your team.

Asana Advanced

will provide all the productivity features included with our Starter plan and allow you to manage all of your work and goals across departments so that every team can deliver their highest-impact work.

Get started on a 30 day free trial here!

As you get started, be sure to check out the

Asana Help Center

for access to live webinars, the Asana Academy, and numerous ways to use Asana.

Also, here are the additional resources to help with your evaluation:

• Get started with Asana Intelligence: Drive clarity and accountability, maximize impact, and scale with confidence with our human-centered approach to AI. Visit our dedicated article for more information on AI feature usage across all tiers.
• All of the views available in Asana Personal, such as list, board, and calendar view.
• Timeline: A live view of how your work fits together that helps you start projects on the right foot and hit your deadlines.
• Gantt view: This view equips project managers with the tools to visualize and manage project plans effectively, offering insight into task durations, delivery dates, dependencies, and baseline of your project plan.
• **Over 100 free integrations** including Microsoft 365, Google Workspace, Slack and many more.
• Custom templates: Create custom templates for common workflows and projects to save time on future project setup and ensure that everyone is following the right processes.
• Task dependencies: Mark a task as blocking another task, or blocked by another task.
• Workflow builder: Coordinate work seamlessly across teams by automating your team’s processes to keep work flowing.
• Custom fields: Add additional data to tasks in your Asana projects.
• Project dashboards: Dashboards are project-level tabs containing graphs and visualizations that let you zoom out from the day to day to quickly understand your team’s progress.
• Time tracking: Native time tracking feature allows you to estimate the time needed to complete a task, as well as record the actual time spent. Valuable time data helps inform decisions regarding workload and resourcing.
• Jira Cloud two-way sync: Automatic updates between designated fields in Asana and Jira in either direction.
• Rules: Streamline routine tasks and establish workflows with ease. Visit our dedicated article for more information on rule feature usage across all tiers.
• Formulas: Perform calculations directly in Asana, making managing data easier and significantly enhancing your productivity.
• Goals: Set, track, and manage company goals while connecting it to work to achieve it for a single source of truth for leads, executives, and individuals.
• Portfolios: Organize strategic initiatives into portfolios to monitor the status, timelines, and teammate workloads across projects.
• Portfolio workload: Asana’s resource management feature provides a single view of team bandwidth and helps you make informed staffing decisions and rebalance workloads if needed.

If needed, you can always schedule another time to talk by booking time on my calendar here:

https://calendly.com/janedoe-ms/asana-intro-call

• Asana YouTube – How to series of videos

Please let me know if you have any further questions and I’m happy to help!

Thanks,
Jane Doe

Asana Account Manager

⬅️ View more email templates from top companies