What to Prepare Before Your Connect Call

To make the most of your call, here are a few things you can review or gather ahead of time:

• Know what tool(s) you currently use and where they fall short

• Think through your team’s key workflows—where do things slow down or get lost?

• Be ready to talk about team structure: how many people, what departments, etc.

• Identify any key reporting needs (e.g., KPIs, executive dashboards)

• Jot down tools you currently use or want to integrate with Asana (e.g., Slack, Salesforce)

Optional:

• Share your screen to walk through your current setup

• Have a rough idea of your timeline or internal deadlines

We’ll guide the conversation, but this prep helps us go deeper—faster.