monday CRM Onboarding

Learn the ins and outs of monday CRM and build your automated sales pipeline in 75 - 90 days.

Pre-requisites:

Your monday CRM Onboarding

Jumpstart your sales process with a monday CRM Onboarding and help from trained monday.com professionals

Understand Your Sales Pipeline

Getting hands-on to build your process results in a more holistic understanding

Train Your Champion

Choose the member of your team who'll champion your sales workflow

Customization & Consultation

Work alongside an expert to guide you through tailoring and customization

What’s Included

Every monday CRM Onboarding comes with all the tools you will need to start building your dream workflow in monday.com

Kickoff

We'll spend time to align goals, understand needs, and get signed in to your monday.com account.

Discovery & Setup

Through a questionnaire and discovery, we'll get your template set up for future customization.

Online Consultation

We'll meet with you at various times to guide the customization of your sales process.

Roles & Permissions

We help you set roles and assign permissions to safeguard your sales process and account.

Offline Feedback + Q&A

We're available for offline questions and feedback to keep your project moving forward.

Training & Resources

We'll provide a time for team training and share additional monday.com resources with you.

The Journey

In order to ensure a smooth onboarding of your monday CRM, we follow the stringent process below:

Kick-off

  • Kickoff Meeting Review client’s monday.com CRM and goals
  • Gain platform access and install deployment kit
  • Introduce questionnaire and schedule next call
Week 1

Discovery + Customization Meeting

  • Review CRM progress, offer feedback, suggest best practices
  • Plan training sessions jointly with client and sales team
  • Discuss client training needs and methodologies
Week 3-7
Up to 75 days

Discovery & Setup

  • Review questionnaire
    Understand CRM needs and board differences
  • Initiate customization, set actions, and plan future consultations
  • Schedule ongoing consultation calls
Week 2

Offline Between Calls

  • Host individual or joint training with client’s team
  • Cover monday.com basics and CRM specifics
  • Finalize CRM, provide Q&A, or create documentation
Week 8
Kickoff
Execution
Delivery

The Journey

In order to ensure a smooth onboarding of your monday CRM, we follow the stringent process below:

Kick-off

  • Kickoff Meeting Review client’s monday.com CRM and goals
  • Gain platform access and install deployment kit
  • Introduce questionnaire and schedule next call
Week 1

Discovery + Customization Meeting

  • Review CRM progress, offer feedback, suggest best practices
  • Plan training sessions jointly with client and sales team
  • Discuss client training needs and methodologies
Week 4 -12
Up to 90 days

Discovery & Setup

  • Review questionnaire
    Understand CRM needs and board differences
  • Initiate customization, set actions, and plan future consultations
  • Schedule ongoing consultation calls
Week 2 -3

Offline Between Calls

  • Host individual or joint training with client’s team
  • Cover monday.com basics and CRM specifics
  • Finalize CRM, provide Q&A, or create documentation
Week 12
Kickoff
Execution
Delivery

Deliverables

These deliverables encompass the essential components and milestones that will drive the successful onboarding of your monday CRM

Pricing
Methodology
Online consultation sessions
Admin & Team Training
User roles & permissions
Basic pipeline customization support
Data migration (provided template only)
Native Integration Guidance
Custom formula support
Advanced pipeline customization
Design reporting dashboards
Design post-sales process
UAT & rollout
Process documentation
App marketplace support
API development (custom integrations)
Basic Onboarding
$2,700

One-time

Train the trainer
Up to 8 Meetings
Advanced Onboarding
$4,500

One-time

Train the trainer
Up to 12 Meetings

Get expert guidance throughout the implementation process and learn the ropes using our hands-on methodology. Your dedicated implementation consultant will work with you to strengthen the foundations of your account and processes.

*monday CRM subscription purchased separately

CarbonWeb offers packages for all your workflow needs

We are here to help your business grow on monday.com. Click below to view all the packages we currently offer for monday.com.

Get Started Today!

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