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, and standard operating procedures (SOPs)

  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

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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.

  • Keep teams connected with Connected Boards & Workspaces

  • Automate Project tasks and workflows

  • Integrate your faborite tools like Slack, MS Teams, Gmail and More!

  • Visualize KPIs, Timelines and Milestones with Dashboards

Process Automation & AI

Need to automate some of your existing manual tasks? Or, maybe you’re looking to automate/integrate a couple tools in your 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.

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Training/Support

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

Custom Sales CRM Setup

Are you tracking all your Leads, Contacts and Deals/Opportunities in a spreadsheet? Or, maybe you’re current Sales CRM just isn’t working out for you. Well, you’ve come to the right place. We create custom CRM setups automating as much as possible throughout the whole sales process.

  • Qualify Leads Faster -> Close Deals Quicker

  • Save Time! Automate Lead Capture & Sales Funnels

  • Integrate your favorite tools like Instantly, Panda doc, Gmail and Outlook

  • Visualize Revenue, Lead Source and Deals by stage with Dashboards so you know your priorities

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