Looking for a Monday consultant

Hi, we have a small consulting/marketing firm and we are looking for a Monday consultant to help us make our internal organization more streamlined. We are currently using Monday, but not to its full potential. We would like someone who can help us:

  1. Integrate our software stack, including Google Drive, Hubspot, Canva, Gmail

  2. Implement automations to streamline board management

  3. Organize and standardize individual boards for each client, where we can have all the tasks for that client, including future planning

  4. Currently each associate has their own board where they’re putting their tasks, we want to dissolve those boards into the client boards

  5. Learn about formulas

No matter what time zone you are based in, we will happily work with you. English fluency is required, however. Thanks!

3 Likes

Hi @Eric7S :wave:

Welcome to the monday.com community!

upstream can help. We are Platinum Partners, monday.com Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams. We’re also Diamond HubSpot Partners so can certainly assist with integrating and automating!

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialize in integrations and custom requirements.

Please feel free to return by email directly via peta@upstreamtech.io alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to understand your use case and see how we can help you.

Meet with Peta

Kind regards,
Peta - upstream

@Eric7S

I do offer consulting and custom integrations. But, if you want some free help, you might want to check out my channel (and the monday Formulas playlist)


Jim - The Monday Man (YouTube Channel)
Watch Our Latest Video: Creating subitems using Make/Integromat The Monday Man (EASY) Way
Contact me directly here: Contact – The Monday Man

Hi @Eric7S,

Welcome to the community! You are in the right place to find someone.
My name is Kaya with Kick Consulting. We are a Silver Partner with monday.com and have a global team of 14 (project/change managers, engineers, developers) who have a tremendous amount of monday.com knowledge. We would love to help you set up and optimise your monday!

We offer a complimentary 1-hour initial meeting to discuss your pain points, needs, possible steps forward and options. You can book through this link. If you cannot find a suitable time, please let me know, and I will contact you with more availability.

I look forward to hearing from you.

Kaya
Kick Consulting

Hi @Eric7S !

Welcome to the Community! I work for Lucid Day. We are monday.com partner that works with design firms on a regular basis. Our team specializes in creating efficient workflows that increase collaboration for successful teams. We also believe in collaborative building to assure that you and your team are as comfortable building as you are with your system.

Integrating with Slack, Google Drive, Hubspot, Canva, and Gmail, implementing automations, organizing and streamlining individual boards, and educating on formulas are all familiar topics that every Solution Architect has experience learning the pros, cons, and potential roadblocks with.

Our team is also very close, so even when you work with one Solution Architect, you have access to a full teams experience and expertise!

We offer a FREE consultation and you can book that here with my colleague!

Hope to hear from you soon!

Jai-Lynn Hoops - Solution Support Manager

Hey there @Eric7S and welcome to the monday.com community forums!

This sounds like a very interesting project and I know the team at CarbonWeb would be interested in discussing this with you. Our team specializes in a component-by-component style that allows us to optimize a user’s monday.com environment efficiently and effectively.

There are a lot of great partners to work with, but if you’d like to discuss this with me please schedule some time here: Consultation - Ricky

Good luck!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co

Hi Eric,
If you are still looking out for some help, feel free to reach out to me as this is well within my area of expertise.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew

Hey @Eric7S

Welcome to the community! You are in the right place to find someone.

My name is Kaya from Kick Consulting. We are a Silver Partner with monday.com and have a global team of 14 (project/change managers, implementation specialists, developers) who have a tremendous amount of monday.com knowledge. We would love to help you set up and optimise your monday!

We offer a complimentary 1-hour initial meeting to discuss your pain points, needs, possible steps forward and options. You can book through this link. If you cannot find a suitable time, please let me know, and I will contact you with more availability.

I look forward to hearing from you.

Kaya
Kick Consulting

Hello! We are a certified monday.com services partner. If you are still looking for assistance, send an email to jenna@iointegration.com and we can set up a call for this week!

Hello @Eric7S

Welcome to the monday.com community!

If you’re planning to hire monday.com consultants, you should hire the right one from monday .com preferred partners. The experienced consultants can help you simplify project management and team collaboration through monday com implementation. Be it project, work, task, team, or time management, consultants help you create customized workflows so that your internal teams can keep track of objectives, observe task progress, and align operations across departments (marketing, sales, HR, IT, etc.) with greater transparency, accountability, and agility.

Regards
Neelam B
Damco Solutions
Phone: +1 609 632 0350 | Email : info@damcogroup.com