30 min consultation about setting up your CRM sales funnel with monday | Tier 1 Consulting CRM strategist
Automate Your Sales Process with Monday CRM - Zinn Digital ™
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Value Position
Platform
Engagement Type
Automation Stack
Deliverables Scope
Full Description
Are you tired of juggling leads and wasting time on manual tasks? Let me help you streamline your sales process with monday CRM so you can focus on what really matters - closing deals!
I'll set up a customised lead management system tailored to your unique needs. My goal is to help you prioritise leads, automate follow-ups, and get clear visibility on your sales pipeline, so you spend less time managing data and more time building relationships!
Here's What You'll Get:
1. Custom Lead Management Pipeline:
I'll create a structured pipeline to track your leads from initial contact to deal close, with clear stages, status updates, and priorities.
2. Automated Workflows & Notifications:
Automate repetitive tasks like follow-up reminders, lead assignments, and status updates to save you time and keep your sales team aligned.
3. Visual Sales Dashboard:
Gain insights at a glance with a customised dashboard displaying key metrics like lead sources, deal value, and conversion rates to make data-driven decisions.
4. Task Prioritisation & Delegation:
Streamline your daily workflow by assigning tasks to team members and setting priorities.
This Zinn Will Include (30 Min Consultation)
30 min consultation about setting up your CRM sales funnel with monday
Delivery: 5 days
Revisions: None
Upgrade Options
Choose an upgrade addon to get more features:
| Feature | Basic | Boost Upgrade | Premium Upgrade |
|---|---|---|---|
| Delivery | 5 days | 14 days | 10 days |
| Revisions | None | None | None |
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Extra Information
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Frequently Asked Questions
I offer unlimited revisions and 100% satisfaction guarantee. If you are not satisfied with my work or want to make changes, you can request a revision or contact me for clarification. I will do my best to meet your expectations and deliver high-quality work.
Yes, you can also contact me for samples of my previous work or references from my clients.
Monday.com is a work operating system that allows teams to create workflows and manage projects. It helps you to organize your work, collaborate with your team, automate tasks, and track your progress. You need it if you want to improve your business efficiency and effectiveness.
I can help you with setting up and customizing your Monday.com account, creating and optimizing your Monday.com boards, dashboards, automations, integrations, and workflows, providing training and support for your team members on how to use Monday.com, consulting and advising you on how to re-engine
I have over 20 years of experience working for the big 4 in the US to help companies streamline their sales process. I have also founded a mobile social startup and helped companies negotiate contracts worth more than $1 million.
I communicate and collaborate with my clients through Zinn Hub messages, video calls, email, or any other preferred method. I am available for regular updates and feedback throughout the project.
I deliver the work through Zinn Hub or any other agreed platform. I need from you a clear description of your project goals, requirements, expectations, and deadlines. I also need access to your Monday.com account or a guest invite.
I charge for my services based on the scope, complexity, and duration of the project. I offer different packages to suit different needs and budgets. You can choose the package that best fits your project or contact me for a custom offer. I accept payment through Zinn Hub only and require full payment
Customer Reviews
See what our customers say about this Zinn
Neil is excellent on what he does. I recommend him 100%.
Neil is awesome!! He has fresh ideas and deep knowledge of processes and implementation as an expert on Monday.com. He always respond to my questions with a in depth answer within 24 hours, and teaches you how to use the system. Would recommend him to anyone and everyone!
Will and his team were great! Would definitely hire them again.
Based on our consultation, Neil seems very knowledgeable in creating and customizing CRM systems, and easily understands the needs of the client. I plan to move forward with him in building a CRM.
The Get Efficient team helped me build out a CRM and project management system that not only streamlines how I run my projects but also sets me up to scale. I now have an organized and easy to use platform I can confidently share with future employees that will make collaboration smoother and more efficient. Neil has been thoughtful and professional from the start.
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