Let’s take a closer look at what’s working, where there’s room for more, and what could make your day to day run even smoother.

STARTING AT

$550

Final pricing depends on the complexity of your systems.

a good place to start

The Bright Start

Starter Audit

Good. Let’s see how much further we can take it.

If you already have Asana up and running, great! The audit gives us a chance to look at how you're using it now and uncover opportunities to make your setup even more useful, from smarter workflows and structure to automations and features that could make your day to day run even smoother.

already using Asana?

From “something’s not working” to knowing exactly what to do about it.

HERE'S HOW IT WORKS

1

You give me the full picture

You’ll walk me through how work currently happens, what feels messy, what keeps getting stuck, and where you’re spending more time than you should.

2

I get into the weeds

I dig through your current setup to find what’s working, what’s creating extra work, where things are falling through the cracks, and what I’d change.

3

You get the game plan

You’ll get a clear breakdown of what I found, where I see opportunities, and exactly what I’d recommend doing next, including the quick wins that can make a difference right away.

4

We talk through all of it

We’ll walk through the findings together so you understand what I’m recommending, why it matters, and where I’d start.

WHAT THIS LOOKS LIKE AFTER

Less guessing

More moving.

You know where everything lives and what actually needs your attention

You stop second guessing whether anything slipped through the cracks

You have a clear plan instead of a long mental list

You can decide confidently whether to implement changes yourself or hand them off

Love the plan, not so much the building-it-yourself part?

I can handle that part too.

If your audit uncovers changes you'd rather hand off, Sunbeam Setup is where I can take those recommendations and turn them into a system that actually works for your business.

Want to tackle it yourself instead? You absolutely can. The audit is designed to give you what you need either way.