Stop losing leads to manual chaos. Get a tailored Monday.com CRM pipeline, automated workflows, and a visual sales dashboard — so your team can focus on closing deals, not chasing data.
I Will Set Up Your Monday.com CRM Sales Pipeline
A focused 30-minute consultation to map your sales process and plan your Monday.com CRM build.
- 30-minute live strategy consultation
- Review of your current sales process and requirements
- Recommended Monday.com CRM structure and pipeline stages
- Workflow and automation planning outline
- Clear action plan delivered after the session
Full hands-on configuration of your Monday.com CRM pipeline, automations, and dashboard.
- Everything in the Strategy Session
- Bespoke lead management pipeline built and configured
- Automated workflows, follow-up reminders, and lead assignment rules
- Visual sales dashboard with key metrics and deal tracking
- Task prioritisation and delegation setup for your team
- Handover walkthrough so your team is ready to go
A comprehensive, premium Monday.com CRM solution covering strategy, full build, advanced automation, and reporting.
- Everything in the CRM Build tier
- Advanced automation and multi-stage workflow engineering
- Deep-dive reporting and conversion analytics dashboard
- Integration configuration with your existing tools and platforms
- Full team training and onboarding support
- Priority delivery and dedicated project oversight throughout
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What You'll Receive
Full Description
If your sales team is still tracking leads in spreadsheets, missing follow-ups, or struggling to see where deals stand at any given moment, the problem is not your people — it is your system. A well-built Monday.com CRM changes everything.
I am a Tier 1 CRM strategist with over 20 years of experience helping businesses streamline their sales operations. I specialise in Monday.com — configuring it not as a generic project board, but as a precision-built sales engine tailored to how your team actually works.
Here is what I build for you:
**Bespoke Lead Management Pipeline**
A structured, stage-by-stage pipeline that tracks every lead from first contact through to closed deal. Custom stages, status labels, priority flags, and ownership — all configured to match your actual sales process.
**Automated Workflows & Notifications**
Repetitive manual tasks eliminated. Follow-up reminders, lead assignment rules, status-change triggers, and team notifications are all automated, so nothing slips through and your team stays aligned without constant check-ins.
**Visual Sales Dashboard**
A real-time dashboard giving you instant visibility into lead sources, deal values, pipeline health, and conversion rates. Make faster, smarter decisions with data that is always current and clearly presented.
**Task Prioritisation & Delegation**
Every team member knows exactly what to do and when. Tasks are assigned, prioritised, and tracked so daily workflows run without the bottlenecks that slow growing sales teams down.
**Who is this for?**
This service is ideal for founders, sales managers, and operations leads who are ready to replace manual processes with a scalable, automated CRM. Whether you are setting up Monday.com for the first time or rebuilding a system that has grown unwieldy, I will make it work properly.
**How it works**
The entry tier begins with a focused 30-minute strategy consultation — we map your current sales process, identify the right configuration approach, and establish exactly what needs to be built. Larger tiers move into full hands-on build-out, delivering a complete, live Monday.com CRM environment your team can use from day one.
I bring the strategic depth of big-four consulting experience together with practical, platform-specific Monday.com expertise. You get a CRM that is not just set up — it is set up right.
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Compare Packages
| Feature | Strategy Session | CRM Build | Full CRM Solution |
|---|---|---|---|
| Delivery Time | 5 days | 14 days | 21 days |
| Revisions | 0 | 0 | 0 |
| 30-minute live strategy consultation | ✓ | ✕ | ✕ |
| Review of your current sales process and requirements | ✓ | ✕ | ✕ |
| Recommended Monday.com CRM structure and pipeline stages | ✓ | ✕ | ✕ |
| Workflow and automation planning outline | ✓ | ✕ | ✕ |
| Clear action plan delivered after the session | ✓ | ✕ | ✕ |
| Everything in the Strategy Session | ✕ | ✓ | ✕ |
| Bespoke lead management pipeline built and configured | ✕ | ✓ | ✕ |
| Automated workflows, follow-up reminders, and lead assignment rules | ✕ | ✓ | ✕ |
| Visual sales dashboard with key metrics and deal tracking | ✕ | ✓ | ✕ |
| Task prioritisation and delegation setup for your team | ✕ | ✓ | ✕ |
| Handover walkthrough so your team is ready to go | ✕ | ✓ | ✕ |
| Everything in the CRM Build tier | ✕ | ✕ | ✓ |
| Advanced automation and multi-stage workflow engineering | ✕ | ✕ | ✓ |
| Deep-dive reporting and conversion analytics dashboard | ✕ | ✕ | ✓ |
| Integration configuration with your existing tools and platforms | ✕ | ✕ | ✓ |
| Full team training and onboarding support | ✕ | ✕ | ✓ |
| Priority delivery and dedicated project oversight throughout | ✕ | ✕ | ✓ |
Extra Information
Why Choose Me
Perfect For
My Process
Frequently Asked Questions
At minimum, a brief description of your current sales process — how leads come in, how they are managed, and what your team's key pain points are. For build tiers, access to your Monday.com account (or a guest invite) is also required. The more context you share upfront, the more tailored the result.
Not at all. The strategy consultation is specifically designed to meet you where you are. Whether you are brand new to Monday.com or have an existing account that needs rethinking, the engagement is tailored to your starting point.
Once your order is placed and you have shared your project details, we will schedule a video call at a time that suits you. During the session we map your sales process, discuss your goals, and produce a clear recommended structure for your CRM build. You will leave with an actionable plan.
The Full CRM Solution tier is designed precisely for that. It covers advanced multi-stage workflows, cross-team task delegation, integrations with other tools, and team training — making it well suited to more complex or larger-scale requirements.
A handover walkthrough is included in the CRM Build tier, and full team training and onboarding support is included in the Full CRM Solution tier. The goal is always that your team leaves confident and self-sufficient.
Integration configuration is included in the Full CRM Solution tier. If you are on a lower tier and need a specific integration, please describe your tools in the project brief and we can discuss the best approach.
Primarily through the order messaging system, which keeps everything in one place. Video calls are used for the consultation and handover stages. You will receive updates throughout so you always know where things stand.
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