A template will not fix
how your
work actually runs
We set monday up around the way your team already works: the boards, fields, and views your process needs. A template is a starting point, not the answer. Fixed scope, fixed price.
Boards, fields, and views shaped around your process, not around what someone else's business needed.
Sales and pipeline
Stages and fields that match how you actually sell, with the work each stage creates sitting next to it.
Delivery and projects
Delivery boards wired to the pipeline, with timelines that reflect the real work rather than the plan.
Ops and recurring work
The repeatable work nobody tracks, given a board, an owner, and a due date.
What a template cannot do is decide your stages, your fields, or what counts as stuck. Most teams install one, use it for a month, then rebuild it. We build the version you keep.
Two ways to start
One board, fixed scope
We build and configure a single board around how your team works today. $1,500 fixed. If it does not fit the work, you do not continue.
The full workspace build
We map the process, then build the boards, fields, views, and permissions the whole team runs on.
How a build runs
Week 1
We watch how the work actually moves today, including the spreadsheet and the group chat nobody mentions.
Week 2
We build the boards around that, then migrate what you already have instead of starting you from empty.
Week 3 onward
The workspace runs. We tune it for 30 days as real work hits it, then hand you the keys.
What we actually build
Not a downloaded template with your logo on it. A workspace shaped around how your team already moves work.
Sales and pipeline
Your stages, your fields, and your definition of a qualified deal.
Files the dispute
Order to cash
Won deals flowing into delivery, with timelines that reflect the real scope.
Chases the exception
Ops and recurring work
The work that repeats every week, given a board and an owner so it stops living in someone's head.
Calls the supplier
Permissions and views
Who sees what, set once, so nobody has to ask for the same view again.
Maintains
Who owns what
The workspace holds up.
It handles the routine work and raises only what needs human judgment.
You own the build.
The build fee purchases your production asset, and it keeps running even if our partnership ends.
We keep it running.
The monthly fee keeps it monitored, refined, and evolving as the business changes.
You own it. We keep it running.
Scale, once it is working
Each board build is $1,500, fixed scope. A full workspace build starts at $3,500. Ongoing refinement from $500 a month. monday.com seats are billed by monday.com at cost and shown separately.
Who this is for
Mid-market and enterprise teams, typically 50 to 1,000+ people, whose AI work is scattered across tools, whose stack has grown faster than their process, or whose leaders need a credible plan before funding a rollout. Sponsors are usually the CEO, COO, VP Operations, Head of Digital Transformation, or RevOps.
Security-conscious deployment
Healthcare, finance, and other regulated teams can deploy inside their own tenant or fully self-hosted. Scope and controls are confirmed during the audit.
We are a monday.com channel partner. We set monday up around the way your team already works, then hand it over. If a template already fits what you do, we will tell you, and you should use it.
What a build includes
Your process first
We start from how the work moves today, not from a gallery. The board follows the process, not the other way round.
Built in your account
Built in your monday account, on your boards, with your naming. Nothing lives in a tool you cannot see.
Tested against real records
Tuned for 30 days as real work hits it, because the first version is never the one you keep.
Monitored for 30 days
We watch it for 30 days, fix what the real world breaks, then hand you the keys.
What we do not do
We do not sell you a template. The monday gallery is free and worth browsing. What we build is the version that fits your stages, your fields, and your exceptions.
Why it is not a template build
A template shows someone else's business. Yours has stages nobody else has, and exceptions that break every generic setup. We build around those.
What it costs
Board builds start at $1,500, fixed scope.
Three or more in one engagement, $1,200 each.
monday.com seats are billed by monday.com directly, commonly around $50 per seat per month depending on plan.
Ongoing refinement from $500 a month, only for the boards you keep.
What it returns
20% recovered on a $30M CPG supply chain.
Loan qualification and processing went from six people to two, with $500K+ deals moving through monday.com.
Transaction reconciliation went from hours a week to 30 minutes to review.
“Our company decided to switch from Salesforce to monday.com. William was instrumental in helping us create the hundreds of processes we needed in place to run our sales organization. Our timeline was tight but he managed to get us up and running within the allotted time. We now have a fully functioning Salesforce replacement and save several tens of thousands of dollars a year with our new setup.”
Tell us what you are trying to run on monday.com and we will tell you what the build takes.
Stop rebuilding the same board.
Start with a 30-minute review. Show us how the work moves today, and we will tell you whether a template gets you there.
