Your Expert
Process & Workflow
Professionals!
Accelerate Sales
Automate Tasks
Beat Deadlines
Keep Teams in Sync
Book a
Credit: Monday.com
Credit: Monday.com
Workflow & System Creation: We’ll help you create systems and processes to keep your Sales, Operations and Projects on Track.
monday.com Implementation: Let us setup your monday.com boards for you or work along side your team.
monday.com Training: Custom tailored training to fit your team’s workflows and processes.
monday.com Optimization: We will do a full audit of your current monday boards, processes, SOPs, sales processes, etc… and suggest and implement improvements
Industries, Applications & Use Cases
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Issue Tracking
Maintenance Request Management
Project Management
Facility Request Management
Customer Relationship Management
Production Operations Tracking
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Highly Customizable CRM to fit your team
Operations
Customer Success Management
Customer Onboarding Management
Engineering & Design Service Work Management
Marketing Campaign Tracking
Product Development Tracking (features, sprints, etc.)
Beta Test Tracking
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Service Work Project Tracking
Administration
Inventory Management
Customer Relationship Management
Fleet Management
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Highly Customizable CRM to fit your team
Service Work Project Tracking
Operations
Customer Success Management
Customer Onboarding Management
Engineering & Design Service Work Management
Marketing Campaign Tracking, Product Development Tracking (features, sprints, etc.)
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Investor Relationship Management
Franchise Business Management
Operations
Investor Event Management
Qualify Leads Faster -> Close Deals Quicker with automated notifications
Save Time! Automate Lead Capturing & Sales Funnel
Visualize Revenue, Conversions & Deal Stage with Dashboards
Integrate Gmail or Outlook for seamless Lead & Deal tracking
Tools Used
Keep teams connected with Connected Boards & Workspaces
Automate project tasks and workflows
Integrate your favorite Tools like Slack, Gmail, Outlook & More!
Visualize KPIs, Timelines & Milestones with Dashboards
Customer Reviews
“As a company, we loved working with Charlie. He was very responsive and he is truly a Monday CRM expert. On the rare occasion where he could not answer our questions, he was able do to a bit of research and get back to us quickly. Charlie has excellent people skills. He was able to work with our entire team, both individually and as a group. We highly recommend Charlie and will continue to work with him”
“Charles’ work has been outstanding. Knowledge base on product is high and the overall flow of work has been consistent and communication has been excellent. I would highly recommend him.”
“Charlie has been an integral part of our monday.com onboarding and to our successful new business launch. We are grateful for his knowledge of CRM, as well as for strategic and practical applications based on our business requirements. He is easy to work with and an asset to our team. Thanks Charlie!”
Don’t have your workflows established yet? No problem!
Not sure how to get started with a CRM or Project Management software?
Or, maybe you’re looking to upgrade your current sales & project workflows and processes with automations and a better look and feel.
Fill out the form and we’ll help get you on the right track as soon as possible!
Book a Free 30 Minute Consultation
The Original Pro
Charlie leverages his 12+ years of experience in sales, process improvement and operations to insure your team is saving time and money with established systems and workflows. Primary Industries & Customers serviced include: SaaS, Manufacturing, Service Industries, Industrial (Utilities/O&G), Enterprise & Startups.
