You will get Monday.com Consultation, Training or Support
Top Rated
Top Rated
Project details
Leverage my 3 years of experience with Monday.com and as a certified Monday.com Partner. Below are a few examples of how I can help out...
1. Determining if Monday.com is a good fit for your team
2. Determining which Monday.com Products (Work Management, CRM, Dev, Service) work best for your team.
3. How to optimize your current Monday.com setup
4. The best strategy for implementing Monday.com with your team
5. Sales process strategy review and consulting. How can Monday CRM supercharge your business.
I also have 10+ years experience in sales, product and project management so happy to leverage my expertise in those areas to supercharge your business.
1. Determining if Monday.com is a good fit for your team
2. Determining which Monday.com Products (Work Management, CRM, Dev, Service) work best for your team.
3. How to optimize your current Monday.com setup
4. The best strategy for implementing Monday.com with your team
5. Sales process strategy review and consulting. How can Monday CRM supercharge your business.
I also have 10+ years experience in sales, product and project management so happy to leverage my expertise in those areas to supercharge your business.
Industry
Construction, Engineering, Marketing & Advertising, Real Estate, SoftwareWhat's included
| Service Tiers |
Starter
$65
|
Standard
$124
|
Advanced
$235
|
|---|---|---|---|
| Delivery Time | 1 day | 1 day | 2 days |
Live Consultation (Minutes) | 30 | 60 | 120 |
Frequently asked questions
6 reviews
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PM
Peter M.
Feb 11, 2026
monday.com services - Nomad, Peter
RM
Romy M.
Jul 9, 2025
Monday.com CRM Expert Needed!
SM
Sam M.
Jun 19, 2025
Monday.com Expert Training for Team
Charles is very professional and flexible. He helped us onboard the full team to monday.com
JS
Jerome S.
Apr 23, 2025
Monday.com CRM & Project Tracking Setup
Charles has been a pleasure to work with. His knowledge of Monda.CRM is top notch. We love his responsiveness and how he the creative solutions that he delivers. We will hire Charles in the future.
KI
Kadvise I.
Jan 27, 2025
Monday.com Expert
Charlie was hired to help us build and setup Monday.com. Charlie is very knowledgeable and truly understands the platform inside out. He was always willing to mock up ideas and automations and share it. He was instrumental to the successful use of Monday.com that we currently operate in our company.
About Charles
monday.com Expert, Sales CRM/Project Management Automation, make.com
100%
Job Success
Grand Rapids, United States - 10:29 pm local time
Together we can reduce manual tasks with automation and keep your teams in sync so you never miss a project deadline.
What to expect
1. Free 30 min consultation
2. Requirements gathering deep dive, goals/expectation setting and deadlines
3. Workflow diagramming and mockup solutions in tools like monday.com, make.com or zapier
4. 1 to 3+ iterations for each set of workflows
5. User Acceptance Testing
6. Training and Implementation/Team Adoption
7. Ongoing support as needed
I specialize in working with Manufacturing, SaaS, HW/SW companies, Industrial (Utilities/O&G), Service and Consulting companies.
I have experience working with everyone ranging from startups to SMB and Enterprise.
Use Cases & Expertise Include
Business/Operation/Sales Process Automation & Optimization
Customer Onboarding & Ongoing Success Processes and Strategies
Pricing Strategy especially in B2B for both SaaS and HW/SW solutions
Project/Program management especially in sales and process integrations
Market Research: Battle cards, GTM strategies, SWOT analysis
Copywriting
Additional Domain Knowledge
Internet of Things (IoT): I was a product manager and partner manager for broadband mesh wireless routers for industrial applications (Utilities, O&G, Manufacturing). I have also worked in manufacturing environments as a process improvement engineer.
Augmented Reality (AR): I was an account manager in charge of onboarding new customers and growing accounts. I can help you with best practice around implementing AR and increasing its adoption.
Steps for completing your project
After purchasing the project, send requirements so Charles can start the project.
Delivery time starts when Charles receives requirements from you.
Charles works on your project following the steps below.
Revisions may occur after the delivery date.
Video Chat consult
Video chat consult for 30 - 120 mins based on the package purchased. This can be split up into 30 minute increments.