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I will setup monday workspace, monday CRM project management boards, automations
Tier 1 AI and Automations Workflow Specialist
Hi, I’m Sam 👋 I'm a workflow automations specialist.
With over 10 years of experience in workflow automation and project management across multiple industries, I specialize in building custom automa...
About this Gig
Do you find it hard to monitor your project status, track your team's workload, manage deadlines, or streamline communication? Not sure where to start?
Here's How I Can Help:
- Monday.com account setup: Get started with a clean, optimized workspace
- Board setup & customization: Tailored to fit your unique project needs
- Automations & integrations: Save time with powerful automation tools
- Workflow optimization: Streamline your processes for maximum efficiency
- Dashboard setup: Gain instant insights into progress and performance
- Project status tracking: Always know where things stand at a glance
- Deadline tracking Stay on top of key dates without the last-minute scramble
- 1:1 Consultation Personalized guidance to make Monday.com work for you
My 4-Step Process to Delivering a Successful Order:
- Step 1: Understanding your business and needs
- Step 2: Building the perfect custom solution for you (board structure, automations, & integrations, etc)
- Step 3: Test, iterate & finalize to ensure final result fits your exact needs
- Step 4: Provide training to empower you & your team to feel confident using your new system
Planning, tracking & delivering your team's best work has never been easier!
Domain:
Business
Industry:
Business services & consulting
•
Real estate
Language:
English
My Portfolio
FAQ
Do you offer assistance for those who are using Monday.com for the first time?
Absolutely. Select the Basic Package which includes a 1 hour video consultancy call. We'll go over the main features of Monday.com and I'll advise you on how to set up your Workspace to meet your business goals.
What if I haven't set up a Monday account yet?
No worries, I will take care of creating the account for you and get started on your project right away.
Can Monday.com be used for project management and/or a CRM?
Yes, Monday.com is a powerful project management tool that can be used in any industry to manage, track, and monitor the progress of projects and teams. It can also be set up as a CRM.
Is it possible to add custom integrations?
Absolutely! I can help you integrate various third-party apps including Slack, Zoom, Google Calendar, Google Drive, Gmail, Zapier, and more, providing a custom-tailored solution to meet your unique business needs.
What do you need from me to get started?
To begin, I’ll need some basic details about your business and/or project, your team’s needs, & any tools or apps you may want integrated. If you already have specific workflows in mind, feel free to share that information as well. I recommend starting with the Basic Package (video call) to discuss.
Do you offer ongoing support after the initial setup?
Yes, I offer ongoing support for any questions or adjustments you need after the initial setup, but for more advanced help, I recommend ordering the Basic Package (video call). We can discuss getting help with updates to your Workspace, troubleshooting, or further customization.
What type of clients/industries have you worked with?
I have experience setting up Monday.com for clients across several industries including Real Estate, Human Resources (HR), Creative Design, Marketing, Customer Support, and others.
Reviews
5 reviews for this Gig
| (5) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
D directmeds
United Kingdom
Ongoing collaborationExcellent customer service. Ensured deadlines were met and helped create automations ans integrations on monday. Com as briefed.
$1,000-$2,500
Price
4 days
Duration
S 
Seller's Response
Helpful?J juant319
United States
Ongoing collaborationSam A truly impressed me in project management with his attention to details and exceeding expectations to deliver top-notch data interpretation and presentation. Highly recommended!
$400-$600
Price
2 weeks
Duration
S Seller's Response
Helpful?J juant319
United States
Ongoing collaborationGreat work from Sam!
$100-$200
Price
4 days
Duration
Helpful?J juant319
United States
Ongoing collaborationIt was great to work Sam—very responsive, detail-oriented, and professional throughout the entire process. They handled everything efficiently and delivered exactly what was needed. I really appreciated their communication and follow-through. Highly recommend and would definitely work with them again!
$400-$600
Price
5 weeks
Duration
S Seller's Response
Helpful?J juant319
United States
Ongoing collaborationSam was able to draw up some great plans for my CRM.
$50-$100
Price
6 days
Duration
S Seller's Response
Helpful?
Reviews
5 reviews for this Gig
| (5) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
D directmeds
United Kingdom
Ongoing collaborationExcellent customer service. Ensured deadlines were met and helped create automations ans integrations on monday. Com as briefed.
$1,000-$2,500
Price
4 days
Duration
S Seller's Response
Helpful?J juant319
United States
Ongoing collaborationSam A truly impressed me in project management with his attention to details and exceeding expectations to deliver top-notch data interpretation and presentation. Highly recommended!
$400-$600
Price
2 weeks
Duration
S Seller's Response
Helpful?J juant319
United States
Ongoing collaborationGreat work from Sam!
$100-$200
Price
4 days
Duration
Helpful?J juant319
United States
Ongoing collaborationIt was great to work Sam—very responsive, detail-oriented, and professional throughout the entire process. They handled everything efficiently and delivered exactly what was needed. I really appreciated their communication and follow-through. Highly recommend and would definitely work with them again!
$400-$600
Price
5 weeks
Duration
S Seller's Response
Helpful?J juant319
United States
Ongoing collaborationSam was able to draw up some great plans for my CRM.
$50-$100
Price
6 days
Duration
S Seller's Response
Helpful?
