monday Work Management Onboarding
Learn the ins and outs of monday.com Work Management and set up your first monday.com workflow in 60 days or less.
Pre-requisites:
- Need a Pro or Enterprise monday account
Your Work Management Onboarding
Jumpstart your monday.com journey with Work Management Onboarding and help from trained monday.com professionals
Become a monday.com Champion
Assign an adoption specialist to support your team in learning about monday.com
Side-by-Side Expert Guidance
Work with a Workflow Expert to guide you as you build your first two workflows.
Setup for Long-term Success
Optimize your account structure to scale across your entire company.
What’s Included
Every monday.com Work Management Onboarding comes with all the tools you will need to start building your dream workflow in monday.com
Two Unique Workflows
Build out your first two unique workflows to get your team started on monday.com.
monday.com Training
Your monday.com champion will be trained on the ins and outs of the platform and its possibilities.
Deep Dive on Functionality
We’ll introduce the platform’s key capabilities, like integrations, automations, dashboards, and more.
Roles & Permissions
We help you set roles and assign permissions to safeguard your account and protect your workflows.
Syncs & Online Feedback
Throughout the project we’ll sync several times to provide feedback and help get you up to speed.
Training Resources
Unlock access to additional monday.com training resources and guides.
The Journey
In order to ensure a smooth onboarding of your monday.com Work Management, we follow the stringent process below:
Kick-off
Introduction to monday.com
- Presentation deck
- Workflow goals questionnaire
- Create a new project pan board
- Plan the next steps
Execution
Start building your first workflows
- Setup of account structure
- Map and build use cases
- Create dashboards
- Setup integrations
Discovery
Deep dive into client needs
- Map out roles and responsibilities
- Define the implementation approach
- Build a project plan
- Understand workflow goals
Deployment & Support
Setup for future success
- Inviting users
- Team training
- Collect feedback
- Plan for future projects
Deliverables
These deliverables encompass the essential components and milestones that will drive the successful integration and utilization of your new CarbonCRM
- 2 Unique Workflows
- Understand Dashboards
- Understand Automations
- Understand Integrations
- Up to 6 Online Meetings
- Account Permissions Setup
- Account Roles Setup
- Learning Resources
- monday.com Training Board
- Project Planning Board
- Offline Q&A
$1,750
- Dedicated Implementation Consultant
- 60 day onboarding