Our monday.com setup & optimization consulting includes processes, templates and training for SMEs, Remote Teams, Agencies, Sales Teams, Property Management, and More!
Based on our experience, we will create your ideal project workflows with monday.com building blocks, saving you hundreds per week
Build the perfect delivery pipeline and immediately see where your projects are hitting snags
Create fully automated marketing campaigns. Personalize messaging. Centralize your conversations and assign them to team members
Put your pipelines into the right visual context by deploying our view templates. Use best-practice setups to quickly organize any job
Monitor your whole team's capacity and assign work accordingly. Track metrics like communication, turnaround time, and customer feedback to uncover your superstars
All of our Monday.com projects go through 4 phases: Process and Strategy Audit, Pipeline Mapping, Optimization and Implementation, and Automation.
By using advanced automation tools with Monday, processes that used to take all day now are done for you, on demand, within minutes. All you need to do is watch.
Monday can natively integrate with many tools, such as PandaDoc, Slack, Gmail, and Quickbooks. For tools that are less cooperative, we can build custom connectors.
Monday Powerup client discusses their overall experience working with Convert Clicks.