Intro to Asana Client Management: Asana for Agencies and Professional Services

Asana Client Management is built for agencies and professional services firms. This walkthrough covers the core features, including the Client Portal, Meetings, AI Teammates, Client Directory, and Team Capacity.

Most agencies run into the same three problems: client communication spread across channels, every question landing on the account manager, and margin risk that shows up too late. This video shows how Asana Client Management handles each one.

What you’ll see:

• A Client Portal where clients see status updates and deliverables, and reply in the same place
• Asana Meetings turning a kickoff call into assigned tasks
• The Creative Producer Teammate turning a creative brief into a first draft for human review
• The Client Directory, with renewal dates, delivery status, account health alerts, and ARR for every client
• Team Capacity, comparing actual time to estimated time across all client accounts
• Budget tracking with alerts at a threshold you set, such as 60% or 80% burned

Learn more: https://bit.ly/48541LU