If your goal is task optimisation, a project management tool may be enough. If your goal is long-term structure — across website, offers, delivery, and teams — you need a system designed to hold the whole business together.

Asana is built to manage tasks, work items, and planning activity. As your business grows, your website, content, and delivery often sit outside the project management tool. This separation creates extra tools, duplicated data, and manual work.

Planbook is where your brand plans come to life. It turns your strategy into clear journeys, stages, and tasks that move every contact forward. Nothing is manual or disconnected — Planbook links people, personas, and actions automatically, so everyone knows what happens next.

• Break work into journeys, stages, and tasks that reflect how you actually operate

• A single contact can be part of multiple journeys (for example, buyer and reseller)

• Tasks are created automatically when a persona or journey is assigned

• Track progress clearly with planned, in progress, and completed stages

This is where all the actions live that move one person from first contact to long-term value. Every task is intentional, timed, and connected to the same journey — so relationships grow in a structured, human way.

Nothing is random. Nothing is forgotten.

• Welcome and position your brand clearly from the first touch

• Build trust through value, follow-ups, and engagement

• Guide the contact towards the right offer at the right time

• Keep improving the relationship after conversion

This is how single actions become long-term customers — one clear task at a time.