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Fiverr Pro
Português
$
USD
I will audit and optimize your monday CRM in a 60 min strategy call
AI Developer, Automation Expert, Monday CRM, n8n, Custom Integrations
300+ projects across operations, automation, AI, and custom software, for businesses that needed more than off-the-shelf tools.
That range isn't accidental. A CRM that doesn't connect to invoicing is...
Verificado pelo Fiverr Pro
Michael Hayles foi selecionado pela equipe do Fiverr Pro considerando sua experiência.
Verificado para
Gerenciamento de Software
Sobre este Serviço
Vetted Pro
If your CRM feels messy, hard to use, or no one on your team trusts it you're not alone. Most businesses come to Fiverr because their system was set up too fast, by the wrong person, or grew without a clear plan.
This gig is designed to help you get unstuck.
What you get
60-Min Audit Call: Review your CRM setup, workflows, and pain points walk away with clear next steps
5-Hour Guided Setup: Core CRM structure, pipeline config, and a training session
10-Hour Full Implementation: Complete CRM rebuild with automations, dashboards, analytics report, and training
This is ideal if:
Your CRM feels overcomplicated or underused
Sales follow-ups fall through the cracks
You don't trust your data or pipeline
Your team avoids Monday.com because it's confusing
Certified Monday.com channel partner 200+ projects delivered.
Not sure which package fits? Message me before ordering I'll help you choose the right option so you don't waste time or money.
Software:
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Perguntas frequentes
What do I get in the 60-minute audit call?
A focused review of your current CRM and workflows. We’ll identify what’s not working, what’s missing, and outline clear next steps you can act on immediately.
Do I need to already be using Monday.com?
No. This is suitable whether you’re brand new, partially set up, or feel your current setup isn’t working as expected.
Will you build anything in the 60-minute package?
No builds in the audit. This session is about clarity, direction, and defining the right solution before time or money is wasted.
What’s included in the 5-hour package?
Guided setup of core CRM structure based on what we agree in the audit. This focuses on foundations, not advanced automation or custom templates.
What does “limited implementation” mean in the 10-hour package?
It covers essential CRM components only. Automation and customization are intentionally limited to ensure quality and realistic delivery.
Can you work with my existing data and processes?
Yes, as long as they’re shared clearly before we begin. Part of the audit is deciding what should stay and what should change.
I’m not sure which package I need. What should I do?
Message me first. I’ll help you choose the right option so you don’t overbuy or start in the wrong place.
Is this training or consulting?
This is hands-on consulting focused on fixing real problems, not generic training.
Can this turn into a larger engagement later?
Yes, many clients start here to validate fit and direction before expanding.
