Hire a monday.com Consultant to Save Time & Money
Get an Expert Consultation
It’s time to make monday.com work for you.
With tailored guidance from our certified consultants,
you’ll improve the way your team collaborates, manages
projects, and gets work done.
We help you refine processes, uncover hidden efficiencies,
and build workflows that drive measurable results.
Why Work With a monday.com Consultant?
monday.com is a truly amazing tool that powers many businesses, but without expert setup, it can easily become a glorified to-do list. That’s where we come in.
We know what works, what doesn’t, and how to turn your current setup into a system that drives clarity, accountability, and growth.
Working with a certifies monday.com consultants helps you:
- Identify and fix workflow inefficiencies (including those you may not have known existed)
- Automate busywork and free your team’s time for high-value work
- Build scalable structures that grow with your business
- Maximize your ROI on monday.com
Our monday.com Consulting Process
We keep things simple, focused, and built entirely around your goals.
Every recommendation we make has one purpose: to create a monday.com setup that makes your work easier and drives measurable business outcomes.
Stop settling for “good enough” workflows.
monday.com can be the best system your team’s ever used, if it’s built right. Let’s make it work the way you need it to.
Our monday.com consulting packages include:
4 Consultation Sessions
In four focused sessions, you’ll meet one-on-one with a monday.com expert who will:
- Review your current setup and identify practical opportunities for improvement
- Answer questions about features, workflows, and automations
- Provide targeted recommendations for structuring boards, dashboards,
and processes that align both with best practices and your specific needs
These sessions are fully interactive and collaborative to make sure you get what
you need to fuel your business.
Tailored Best Practices Recommendations
We’ll assess how your team currently uses monday.com and offer specific, tailored guidance on:
- Structuring boards for visibility and collaboration
- Automating repetitive work for efficiency
- Leveraging underused features for greater impact
At the end of your monday.com consultation, you’ll have a practical plan to implement proven strategies that make your system simpler, smarter, and more scalable.
Ongoing Support & Q&A
You’ll have ongoing access to our monday.com specialists for the duration of the project:
- Each session includes ample time for open Q&A, troubleshooting, and workflow discussions
- You’ll also receive unlimited email support throughout the month
(Questions requiring more than 10 minutes of research will count toward your 4 hours of consultation time.)
We’re here to ensure every challenge gets addressed and every question gets answered.
Every recommendation we make has one purpose: to create a monday.com setup
that makes your work easier and drives measurable business outcomes.
- Identify and fix workflow inefficiencies (including those you may not have known existed)
- Customized recommendations tailored to your team’s goals and challenges
- Strategic system design to align monday.com with your business processes
- Feature discovery sessions to reveal capabilities you didn’t know existed
- Clear, actionable steps you can implement immediately for quick wins and long-term scalability
- Automations that save your team HOURS of time each month
- Dashboards that elucidate insights that will move your business forward
- Better team collaborations and faster product delivery
Perfect for:
Teams that want to own their monday.com setup, while benefitting from expert guidance to ensure every process, automation, and dashboard is built properly.
If you need something more in-depth than consulting guidance and decide it’s time for a hands-on team, we can help you with an end-to-end monday.com implementation.
Get a monday.com Audit for Your Workflows
Sometimes a deeper analysis of your monday.com boards and workflows can help you figure out how to best fix your setup in order to meet your goals. As an alternative to our consulting packages we offer a comprehensive audit with the goal of identifying key pain points, limitations, improvement opportunities, and potential enhancements to ensure your team maximizes the platform’s value.
Our monday.com audit package includes:
1. Consultation Meetings
First we conduct a 1-hour discovery meetings (usually 2-3) to gain an in-depth understanding of your business needs and how these align with your monday.com configuration. Through targeted questions, we’ll uncover any structural issues or optimization opportunities within your existing setup.
2. A Comprehensive Final Report
We complete the audit from our findings and then provide a detailed report. You get actionable recommendations for how to enhance your monday.com workflows and improve overall efficiency.
3. Access to Consultation Recordings
As part of our audit package, we provide you with recordings of all consultation sessions for easy reference and team alignment.
What You Can Achieve With a monday.com Consultant
“[Simpleday] has reduced the stress, errors, and production time by a factor of over 80 %“
– Tom Nelson
V.P. Operations for American Tank Co. Inc.
FAQs
Working with a certified monday.com Partner means you’re getting guidance from a team that’s been trained, tested, and approved directly by monday.com. We understand the platform inside and out, from the technical features to the strategic best practices that make it work effectively for teams of all sizes, in all industries.
When you work with Simpleday, you’re not just getting platform knowledge, you’re getting the experience gained by helping hundreds of businesses build monday.com systems that have proven to be successful.
Yes. In addition to monday.com consultations, our team provides full implementation and build services for monday.com. If you’d like us to take a more hands-on role, we can design, build, and automate your workflows from the ground up, ensuring your system is set up correctly and aligned with your specific goals. Many clients start with a consultation package and move into implementation once they have a clear plan in place.
Absolutely. We know that monday.com evolves, and so do your processes. After your consultation package ends, you can continue working with us for ongoing support, additional strategy sessions, or new workflow builds as your needs change and your company grows. We also offer optional support retainers for teams who want regular access to our experts for continued optimization and troubleshooting.
Yes. Training is one of the most valuable parts of what we do. We offer customized monday.com training sessions for teams and administrators, focused on how your company uses the platform. Our goal is to ensure every member of your team feels confident and comfortable using monday.com, so the system you build actually gets used and delivers results.