The last rollout did not stick.
Built, announced, quietly abandoned. Usually because the structure did not match how anyone actually works.
Spreadsheets, half-used CRMs, manual handoffs. I turn them into one monday.com system that runs the business, built 90+ times, then handed over so your team owns it.
The four conversations I have most often. If more than one is true, the problem is structural, and no amount of extra training will fix it.
Built, announced, quietly abandoned. Usually because the structure did not match how anyone actually works.
The dashboard says one thing, the spreadsheet says another, and everyone keeps their own version.
One person knows which board to check on a Thursday. That is not a system, it is a dependency.
Someone re-types the same information into a second system every week. That is what integration is for.
Both start from the same place: understanding the process before touching the tool. Every price is quoted after a short call, never guessed on a pricing page.
On your own boards, taught by someone who builds these systems for a living. You leave able to run and extend it yourself.
One focused problem, live on your account, with a written recap and recording.
An expert on call while you build: 4 × 90 min over 4–6 weeks, async questions in between.
Half or full day, role-specific tracks, a written playbook, follow-up 3 weeks later.
Designed around how your team actually works, built in stages, handed over with documentation and training.
One workflow, up to 5 automations, 90 min handover, written documentation.
Process mapping, full architecture, integrations, migration, training, 30 days support.
Set hours each month, priority changes, quarterly review. Cancel any time.
The order matters. Most failed builds skipped stage one and went straight to building boards. (Yes, this is a board. Scroll and watch it move.)
I watch how the work happens today, including the spreadsheet nobody mentions.
Not startedYou see the structure on paper before anything is built, so disagreements happen when they are cheap.
Not startedBuilt in stages with something to look at every week. No four-week silence followed by a reveal.
Not startedYour team learns it on the real thing, in their language, with a written playbook they keep.
Not startedDocumentation, admin access and the reasoning behind every decision. You are not tied to me afterwards.
Not startedThe reasons people either want to work with me or definitely do not. Useful information for both of us.
I will ask what you do before I ask what you want built.
No reseller quota. If monday.com is the wrong fit, saying so costs me one project and saves you a year.
Every build is documented and handed over properly. Indispensable consultants optimise for their own revenue.
Everything I learn goes into the Playbook, for free.
Everything learned building monday.com systems, organised so you find the answer instead of scrolling. Pick a topic.
Anyone can write “monday.com expert” in a LinkedIn headline. These seven are issued by monday.com itself.
I am the person you hire when the last rollout did not stick.
I have delivered more than 90 monday.com implementations and over 250 hours of live training: CRM systems, project operations, reporting for management, and a fair number of rescues of builds somebody else abandoned halfway.
Somewhere around project 30 the pattern became impossible to ignore. The tool was almost never the problem. Nobody had decided how the work should flow before configuring software to carry it. So I stopped starting with boards and started starting with questions.
The same 10 questions come up on every project, and answering them once in public beats answering them 90 times in private. If the Playbook means you build it yourself and never hire me, that is a good outcome.
Usually the person I work with is the one inside the company who owns monday.com and never asked to.
Usually 4 to 8 weeks from kickoff. The variable is almost never the building, it is how quickly decisions get made on your side.
Fixed scope and fixed price for defined projects, monthly for ongoing work. You get the number before we start, and it does not move unless the scope does. No hourly billing surprises.
One decision maker who can approve structure, access to the account, and a few hours from the people who do the work today. That last one matters most.
For the surrounding automation, yes: Make, n8n, and direct API work when it is warranted. If monday.com is the wrong tool, I will say so in the first call rather than the last.
Often yes, and it is usually cheaper. It starts with an audit of whether the structure can be repaired or whether patching costs more than rebuilding.
For most sessions no. Automations, integrations or dashboards need Standard or Pro, and I will tell you before we book.
One short call. You describe the mess, I tell you whether it needs a fix, a rebuild, or nothing at all. If the answer is that you do not need me, you get that answer too.