For businesses trying to scale with monday.com

Struggling to get monday.com working for your business?

You've watched the videos, built the boards, tried the automations. It still doesn't match how your business runs, the team can't use it properly, and you're not getting the reports you need. Watch the video to see how we can help.

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Businesses Just Like Yours.

Over a hundred systems built across construction, distribution, agencies and professional services. Almost certainly one like yours.

Construction Company

What they had
A large construction business running every project on spreadsheets. No single view of what was live, which stage each project had reached, who owned what, or what had been billed against it. Each department kept its own version.
What we built
A project management system with every project on one high-level board, each broken into its stages from planning through to handover, with each department's tasks inside each stage. New projects arrive from the sales team by form, and the finances for each stage are tracked alongside the work.
What changed
Every stage delivered the same way, every time, with nothing forgotten between them. Projects move faster, each department sees exactly what's theirs, and the whole company is visible at a click.
What it meant for them
Billing by project, by month and across the year, live on a dashboard for the first time. From a folder of spreadsheets to knowing where every project and every pound stands, and they've run on it since.

Aerospace Parts Distributor

What they had
An eight-figure parts business run entirely from an email inbox. Requests for quotes arrived as PDFs, purchase orders came back the same way, and nobody could see the pipeline as a whole or where any order sat between quote and delivery.
What we built
Every incoming RFQ read by AI and added to monday.com line by line, then allocated to a salesperson. Quotes go to suppliers from the board; the purchase order is read in the same way and linked to its quote, every line item visible. Parts are ordered against the PO and shipping runs as the final stage.
What changed
Nothing is typed in twice and nothing sits unseen in an inbox. Every RFQ, quote, order and shipment is visible at its stage, and the team works from the board instead of their email.
What it meant for them
Reporting they'd never had: RFQ volume and revenue by week and by month, and the average gross margin on every quote. The whole operation measurable, and manageable, for the first time.

Video Production Agency

What they had
A growing production company shooting podcasts and corporate video. They'd signed up to monday.com and tried to build it themselves, but it never went anywhere. No pipeline, no project plan, no view of what was booked.
What we built
Sales and delivery in one system. A website lead is qualified, moves onto the deals pipeline, gets a proposal, and when it's won it becomes the right kind of work automatically: a retainer with a set number of shoots a month, or a one-off project. Every project sits on the project plan with its shoot days underneath, each with its own tasks.
What changed
Won deals turn into scheduled work without anyone re-keying anything. The whole team can see what's sold, what's shooting and what's due, and the sales reporting exists for the first time.
What it meant for them
A business that had stalled on a half-built setup now runs its sales and its production on the same boards, and the system has scaled with them as they've grown.

Surveying Practice

What they had
A small RICS surveying practice running every job from a spreadsheet: enquiries, quotes, bookings, surveys, invoices and reports, all by hand, with some surveys outsourced and no way to see what each one made.
What we built
The whole process in monday.com, from enquiry to review request. A website enquiry triggers the right pricing email for the survey type; the client confirms by form, which creates the job and sends them a link to book the inspection; the survey is scheduled to a surveyor, the invoice raises itself, and once it's paid the report goes out and a review request follows.
What changed
A two-person practice with the admin of a much bigger one taken off their hands. Every job moves through the same steps automatically, and nothing waits on someone remembering to send an email.
What it meant for them
Numbers they'd never had: enquiries per month, enquiry-to-job conversion, revenue per month and per enquiry, and the margin on every outsourced survey.

Student Accommodation Landlord

What they had
A large portfolio of properties they own and let to students, with applications, rental agreements, move-ins, move-outs and inspections managed in different places by different people. Every summer the whole portfolio turned over at once.
What we built
Connected boards for properties, tenants and rental agreements. An application comes in, gets approved, and creates the agreement and the move-in checklist. Renewals loop back into a new agreement; non-renewals trigger the move-out inspection, the turnaround work and the property becoming available to the next tenant.
What changed
One process for every tenancy from application to handover, with nothing missed at move-in or move-out. Inspections and repairs happen in order, every time, across the whole portfolio at once.
What it meant for them
A live view of which properties will be vacant, and when, a full year ahead. The summer turnaround stopped being a scramble and became a schedule.

Medical Device Supplier

What they had
A surgical implant supplier whose business runs on relationships with individual surgeons across several hospitals. Nothing tracked the surgeon relationships or the sales, and the money owed to them by each hospital was chased from a spreadsheet, with each manufacturer sending a fresh list of outstanding balances every week.
What we built
A CRM around the surgeons they work with, the hospitals they operate at, and every surgery and invoice linked to both. The weekly balance lists from each manufacturer are read in by AI and matched to the invoices board, so outstanding balances update themselves.
What changed
They can see every surgeon relationship and every sale, and every week they know exactly which hospitals owe what, without rebuilding a spreadsheet by hand.
What it meant for them
Slow payers get chased on time, so cash comes in sooner. And with the relationships finally tracked, they had the foundation to grow the surgeon network into new states.
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Please note: we only take on a handful of new clients each month. If we're at capacity, or not the right fit, your call may be cancelled.

01

Your Business

What you do, who you serve, and how the business runs day to day.

02

Your Processes

What you need to keep track of, and where things are getting missed.

03

Your monday.com

What you've built so far, half working or not started, and what's stopping it.

04

How We Help

How we work, what we'd build for you, how long it takes and what it costs.