Our customer success services provide solid partnership and plenty of resources to help you hit your goals on day one, and throughout your journey. Explore the offerings below and see our FAQ to determine what you qualify for.
Work hand-in-hand with an expert on a custom onboarding plan, timeline, and kickoff.
Customer success managers (CSMs)
A dedicated partner familiar with your goals, helping you hit them with coaching, calls, and training.
Additional consulting sessions for on-site training, digital transformations, custom integrations, and more.
From onboarding to feature tips, we can provide the right content at the right time to help answer your team’s questions and needs.
No matter your learning style or goal, we have lots of educational resources to help you and your team onboard, master Asana, and connect with others.
Terri’s superpower is delighting customers and helping them streamline processes. She loves working with customers to show how Asana can help them achieve their goals.
Dave loves working with our valued customers to ensure that they’re set up for success. He focuses on the on-boarding experience to implement positive changes with Asana!
Lily is driven by fostering relationships. She loves working with Asana customers to establish best practices that work for each individual team’s needs and celebrating their success with them along the way.
Our Customer Success offerings vary by geographic region and language. Admins of qualified accounts can find their dedicated success manager’s information in the admin console. If you’re interested in purchasing a personalized consultation or onsite training, please contact our professional services team.
Our Admin Console shows your Asana plan and number of members. Access the console by clicking your avatar in the top right corner of Asana.
You can do so with our form, or through the admin console in Asana. Just click your avatar in the top right corner.
CSMs partner with you from the beginning to ensure your team is set up for success. This includes new team onboarding and training, coaching calls, regular business reviews, and early access to new features. You can contact them at any time to schedule trainings or ask questions.
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