Wealth Management/Asana
Alterra Advisors
Asana implementation & team launch
“Flowyand has been an extremely valuable resource. They helped us build out Asana and launch it for our team. Highly recommend!”
Nikki BuecheleVerified review
CERTIFIED PARTNEROfficially recognized
Officially recognized
by the platforms we architect.
Direct access to Asana and HubSpot product roadmaps, technical escalation, and partner-only training.
ASANA · SOLUTIONS PARTNER
HUBSPOT · SOLUTIONS PARTNER128 rolloutsSince 2021 · NDA-protected client list$2.4B ARR servedCombined revenue across client base
Three ways into your operation.
We build the systems that run your revenue and delivery, rebuild the ones you’ve outgrown, and extend them with AI and stack-wide automation.
What we build01 — 03
01
Architect
Architect a new operating system
New HubSpot for revenue. New Asana for delivery. The sync between them. Stood up from scratch so it scales past you.
→Workspace architecture→Pipeline configuration→Asana ⇄ HubSpot→Governance & reporting
Read brief →02
Rebuild
Rebuild what you already have
We audit what is broken, rebuild what is worth keeping, and leave you with a CRM and workspace that stop fighting your team.
→System audit→Workflow redesign→Reporting upgrade→Data cleanup
Read brief →03
Extend
Extend it with AI and automation
AI inside the workflows that need it. n8n and Make flows across the rest of your stack. The parts of your operation that should run themselves, finally do.
→AI-in-the-loop→n8n / Make flows→Custom integrations→Cycle-time reduction
Read brief →Proof of workProof, in their
Proof, in their
own words.
A sample of recent engagements across Asana, Monday.com, and HubSpot — every quote is from a verified client, shared with permission.
Renewals & Contracts/HubSpot
Groundswell
HubSpot configuration & rollout
“Flowyand was fantastic — responsive, communicative and quick. We’d definitely work with them again on future HubSpot projects!”
Candice SchmittVerified review
Workflow Automation/Asana
Boltflow
Asana workflow automation
“One of the best teams I’ve worked with — 10 points on every front. Flowyand helped us with an Asana project, with fantastic communication and outstanding results.”
Gaston ViauVerified review
Healthcare/Monday.com
Johnson & Johnson
EMEA administration & rollout
“At Johnson & Johnson, we hit the jackpot in procuring Flowyand for our EMEA Monday administration work. They have been clear with their availability while also fulfilling their timelines and having accountability for everything they said they would provide. Their willingness to step in and support our team from the ground up has been our saving grace this year with the amount of projects we were tasked to complete.”
Carrie HallVerified review
Struggling to keep track of tasks, leads, and deadlines?
Four problems we hear in every first conversation, and the foundation we rebuild underneath each one.
Challenges solved01 — 04
01
Lack of team accountability
Who actually owns what, right now?
The resolution
We build live dashboards across Asana and HubSpot so ownership and progress are visible in real time, not reconstructed in a status meeting.
02
Repetitive manual processes
Hours lost to routine admin every week.
The resolution
We automate task creation, lead assignment, and status updates across both platforms, so the busywork runs itself.
03
Complexity of managing projects
Too many disconnected pipelines and tools.
The resolution
We structure projects, campaigns, and sales pipelines into one connected system with a single hierarchy.
04
Inefficient communication
Marketing, sales, and ops working in silos.
The resolution
We connect the teams so tasks and customer data live in one place, and context stops getting dropped at the handoff.
How we work
Four phases. One connected system.
Every engagement follows the same architectural cadence: audit the operation, design the structure, build the integrations, then hand your team a system they can run.
The engagementAudit → Enable
01
Audit
Map workflows, data flows, and operational gaps.
- →Stakeholder interviews
- →Stack inventory
- →Gap analysis
02
Architect
Design hierarchy, governance, and the automation framework.
- →Portfolio model
- →Lifecycle stages
- →Automation rules
03
Build
Configure Asana and HubSpot. Integrate the APIs.
- →Workspace build
- →Pipeline setup
- →Slack / API bridges
04
Enable
Train the team, document the system, govern it over time.
- →Playbooks
- →Live training
- →90-day review
OPERATING PRINCIPLE
Our goal is not just to set up tools — but to help you build a smoother, more organized way of working.
FLOWYAND · OPERATING THESIS
// The next stepDiagnostic
Stop fighting your tools.Start scaling your execution.
Let's map your current revenue-to-operations flow and identify exactly where the friction is costing you time.
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