Simplify Your Business with Customised monday.com Workflows

Spend less time managing tasks and more time growing your business with systems that work for you. Let monday.com transform how you operate—without the stress.

Does managing your business feel like a never-ending to-do list? Trying to keep up with projects, stay organised, and manage your team’s workload can feel overwhelming. That’s where tailored monday.com solutions come in.

Imagine having a system that keeps everything in one place—clear priorities, deadlines, and processes that save you time and keep your team moving forward. That’s what I create for businesses like yours. Together, we’ll build workflows that make your day-to-day easier, leaving you free to focus on what you do best.

How We Can Help You:

Customised monday.com Workflows

  • Stay organised with dashboards tailored to your business.

  • Manage priorities, deadlines, and ownership in a way that works for you.

Streamlined Tools & Automation

  • Save time with automation that handles repetitive tasks.

  • Integrate your favourite tools like Google Workspace, Office 365, Trello, or Hubspot to keep everything connected.

Simplified Project Management

  • Track progress with project plans designed to meet your goals.

  • Create clarity and alignment across your team to ensure nothing falls through the cracks.

Training & Support

  • Get personalised training for you and your team to maximise monday.com’s potential.

  • Enjoy ongoing support to refine and scale your system as your business grows.

Workflow Health Check
($195 + GST)

For teams already using monday.com but know it could be better.

Your boards are built, your automations are running — kind of — but something still feels clunky. This audit gives you expert eyes on your setup to spot what’s working, what’s wasting your time, and what needs a serious glow-up.

What’s included:

  • A full review of your monday.com setup

  • Written audit report with improvement recommendations

  • A 30-minute debrief call to talk through what’s next

  • Option to upgrade to a full workflow build

Note: This service does not include any implementation. It’s a diagnostic, not a fix-it job.

monday.com subscription and other related costs are not included.

The monday.com Method (Project-Based Pricing - POA)   

For businesses starting fresh or ready to rebuild with purpose.

If your current “system” is a mix of spreadsheets, notes, and gut instinct, we’re here to change that. We’ll build a monday.com setup around how you actually work — not just what looks good in a template.

What’s included:

  • Tailored board structure, columns, and automations

  • Custom workflows to match your real-world processes

  • Dashboards, views, timelines, and workload planning

  • Data import or migration from your existing tools

  • Up to 2 live training sessions for your team

  • Handover documentation or recordings to help you stay confident

Who this is for: Businesses who need a clear, streamlined, scalable system that grows with them.

monday.com subscription and other related costs are not included.

The Flow Fixer 
(Monthly Retainer - $280 + GST)

For businesses that have the system in place and want to keep it that way.

This retainer is perfect for businesses that already have a solid monday.com setup but need a trusted partner to keep things tidy, efficient, and evolving as your business grows.

We’ll handle the tweaks, tune-ups, and tidy-ups so you don’t have to.

What’s included:

  • Up to 7 board updates per month (adjusting columns, views, filters, or layout)

  • Up to 5 new automations built or optimised

  • Creation or setup of 1 new board (duplicated or based on an existing format)

  • A 30-minute check-in each month to review performance, suggest improvements, and talk through any changes needed

  • Support for 5 minor monday.com questions or tweaks by email each month

  • Proactive suggestions to keep your system humming as your business evolves

Who this is for: Clients with an existing setup who want to keep their system sharp without getting sucked into DIY rabbit holes.

Note: Larger projects, new builds, or strategy sessions will be scoped separately.

monday.com subscription and other related costs are not included.

Add-on Services

Available at an additional cost

Mini Training Session

New workflow, who dis?
Get a 20–30 minute recorded or live walkthrough to bring your team up to speed on new boards, features, or updates without the guesswork.

Custom Form or Document Generator

Tired of rewriting the same email or checklist?
We’ll set up smart forms or templated docs that auto-fill what you need. Perfect for onboarding, reporting, or keeping your team consistent.

Integration Setup

Need your tools talking to each other?
We’ll connect monday.com to your go-tos like Google Workspace, Outlook, Xero, Slack, Mailchimp, Dropbox, and more so things run smoother without the copy-paste shuffle.

Workflow Add-On Pack

Going through a growth spurt or switching things up?
This pack gives you extra boards, automations, or tweaks beyond your monthly inclusions. Ideal when things are moving fast and you need support to match.

What this means for you:

  • Less clicking, more doing: Stop wrestling with boards and automations. We fine-tune your monday.com so it works for you, not the other way around.

  • Custom workflows that make sense: No cookie-cutter setups here, just smart, flexible builds that match how your business actually runs.

  • Support you can lean on: Whether it’s a tweak, a tune-up, or a whole new board, we’re here to keep things ticking without the tech headaches.

You don’t have to manage everything on your own. With the right system in place, your business can run smoother, leaving you more time to focus on what truly matters. Let’s make it happen.

Book a free 30 mins discovery call

Take the first step toward stress-free workflows today.