Looking for someone to help streamline my quote tracking & follow-up system

We build, resurface and maintain tennis & pickleball courts (clay and hard surfaces) in the southeast. I am quite familiar with Monday but need a new view point/ideas/structure to streamline and get more efficieict as our business grows.

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Hey @leckenrod100

We can help you out there. Lets just start with a call to connect and share ideas, sounds like you may be able to help yourself a bit too :slight_smile:

Reach out via teameasy@easy-mondays.com

Hey Leroy,
Sound like you need a monday expert to help you getting more from your monday.com account
This is my expert profile from monday’s official website
Hezi Bosmi - monday.com Consultant & Expert
Feel free to reach out
hezi@kindaa.io

Hi Leroy,

I work a lot with Monday.com and can help you clean up the structure so things run smoother as you scale.
There are a few ways to set it up depending on how your jobs and teams are scheduled.
Happy to take a look and suggest a setup that fits how you actually work.

You can reach out to me on my email here

Colin

Hi Leroy,

I saw your post about improving your quote tracking and follow-up workflow. With your experience in Monday.com and a growing business, it sounds like a great time to introduce a more scalable structure.

I specialize in optimizing operational workflows for service-based businesses using Monday.com, Airtable, and automation tools. I’d love to understand your current process and help you build a system that simplifies tracking, improves follow-ups, and saves you time as you continue to grow.

Let me know if you’d be open to a quick call — happy to share ideas and see how I can support.

Hi @leckenrod100,

Thanks for sharing your needs — it’s great that you’re already familiar with Monday. We’re a team of 10+ automation and workflow specialists who’ve helped growing businesses like yours bring more structure and efficiency into Monday as operations scale.

We’d love to connect, understand your current setup, and suggest ways to streamline your workflows — whether it’s job tracking, scheduling, or team coordination. Happy to hop on a quick call to discuss what’s working, what’s not, and how we can help.

Looking forward to hearing from you!

Best regards,
Deligence Technologies