Need help setting up monday for a landscape company

Hi, We are landscape business and need help setting up monday to use to onboard and track a clients journey through the business.
Ay suggestions of who can help??

Hey @mattcustomcreations - We would love you help you out with your monday journey! We are a certified partner and have worked with clients worldwide on new builds and optimizing their current designs.

We always start with a 30-60 minute complementary session to get a better understanding of your requirements and overall scope.

Feel free to reach out to me here via DM or Also check us out online to learn more about what we do!


Hi @mattcustomcreations

Welcome to the community! My team and I have done this sets ups for many of our clients.

I personally have specialised in for over four years now and love the software! My team has a background in management and projects, allowing us to streamline our clients’ processes with ease! On my team, I have 3 Monday specialists, a project manager and a developer/Zapier expert, so you will never have to wait for answers.

We offer a complimentary 1-hour initial meeting to review your current set up and show you options going forward. You can book a session through this link.

I look forward to hearing from you.

Founder of Kick Consulting

Hi, @mattcustomcreations - Welcome to the community! Polished Geek is a product-certified team of consultants that specializes in helping you create business processes and workflows in monday․com that are perfectly tailored to the way your team works. Creating customer journey processes from initial lead intake through nurturing past clients to drive referrals and repeat business revenue is something we’ve built for many industries.

I’d love to chat with you to learn more about your business and see how we can help your landscape business do more with monday․com. You can book an initial consultation here: Book Polished Geek: more with

~ Deb Cinkus
monday․com Certified Consultant

Hi Matt,
If you are still on the lookout for some help, feel free to reach out to me as what you are wanting is well within my skill set.
You can reach me on
Best Wishes and Have a great day,

Hi @mattcustomcreations, just checking if you’d found a resolution to this?
It sounds like something I could resolve within a couple of days for you.
Feel free to email me at if you’re still seeking assistance.