Workflow & System Creation or Optimization

Custom built workflows and systems tailored to your teams needs. We can start from scratch or optimize your existing setup.

What does this typically look like?

  1. In depth review of your workflows, tools you are using, standard operating procedures (SOPs) you follow, etc.

  2. We’ll create a mockup document, video or setup using tools like monday.com, make.com or Zapier.

  3. 1st Draft of your new system and Training

  4. Iterate on the system a few times

  5. Final Delivery and Training

  6. Ongoing Support

Implementation

Let us do the work. We will do a full end to end monday.com implementation for your business. Leverage our years of experience in sales and process improvement to supercharge your monday.com CRM, Work Management, Dev or Service setup.

Optimization

Need some help with your current setup? No worries! We’ll review your current processes and bring your team up to the next level. We will build out custom automations, integrate your favorite tools/apps and fine tune your processes to simplify your team’s workflows and save you more time.

Training

Beginner: monday.com Fundamentals & how to setup your workspace (1-1.5hours)

Intermediate: Beginner + How to do automations & Workflows (2-2.5hours)

Pro: Custom training to fit your teams skill level and goals

Ongoing Support Packages are also Available

Book a free consultation