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Official monday.com Consultancy Partner

Official monday.com Consultancy: Transform How Your Team Works

We design, automate, and optimise your monday.com workspace — turning complex processes into effortless workflows that scale with your business.

What we do

End-to-end monday.com implementation
expertise

From initial setup to ongoing managed support — we cover every stage of your monday.com journey.

⚙️
Setup & Configuration
We build your monday.com workspace from scratch — boards, columns, automations, and integrations tailored to how your team actually works.
  • Custom board architecture
  • Workflow design
  • Team permissions & structure
Learn more about Setup & Configuration →
Automation & Integration
Eliminate repetitive tasks with smart automations and connect monday.com to the tools you already use — from CRMs to email to accounting.
  • Custom automation recipes
  • Third-party integrations
  • API connections
Learn more about Automation & Integration →
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Health Check & Optimisation
Already using monday.com? We audit your existing setup, identify bottlenecks, and restructure for maximum efficiency and clarity.
  • Workspace audit & report
  • Process optimisation
  • Performance improvements
Learn more about Health Check & Optimisation →
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Managed Services & Banked Hours
Ongoing support when you need it. Bank hours for future automations, tweaks, new boards, or changes as your business evolves.
  • Flexible hour packages
  • Priority support
  • Continuous improvement
Learn more about Managed Services →
Free tools

Try our free monday.com
planning tools

Not ready to talk yet? Use our free tools to get instant, tailored insights for your monday.com setup — no sign-up required.

📝
Build Spec Generator
Describe how your team works and get an instant, AI-generated monday.com build specification — boards, columns, automations, and integrations mapped out for you.
  • Takes under 5 minutes
  • No sign-up needed
  • Instant AI-powered results
Try the Build Generator →
🔍
Health Check Tool
Already using monday.com? Answer a few questions about your current setup and get a personalised health check report with actionable recommendations.
  • Identify bottlenecks instantly
  • Tailored to your setup
  • Get a full report in minutes
Try the Health Check Tool →
Our process

Our monday.com
Implementation Process

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Step 01
Discover
Understand your world
We deep dive into your team's processes, systems, and pain points. We map how your team currently works — every spreadsheet, email chain, and manual step.
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Step 02
We map & build your monday.com setup
Bring monday.com to life
Once we understand how you work, we get to building. We map your existing processes directly into monday.com — boards, groups, columns, and automations configured around how your business actually operates.
📖
Step 03
We record how everything works with Scribe
Step-by-step guides, forever
Once the build is signed off, we record walkthroughs of every key workflow using Scribe — a tool that automatically creates step-by-step guides with screenshots as we navigate through monday.com.
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✉️
Step 04
Ongoing support via email
Always here when you need us
After handover, support is simple — just email us. Whether you have a question, want a new automation added, or need a board tweaked as your processes change, drop us an email and we'll handle it.
🔄
Step 05
Support
Grow alongside you
Onwards we stay in the picture. Questions, adjustments, and future improvements — from new automations to changes as your business grows.
5
Training & Handover

Expert monday.com
Training & Handover

We don't just build it and leave. Every engagement includes comprehensive training so your team owns the system with confidence.

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Scribe Recordings
Step-by-step recorded walkthroughs with annotated screenshots. Your team can revisit these guides anytime — perfect for onboarding new starters and keeping everyone aligned.
Visual step-by-step guides with annotated screenshots
Accessible anytime, anywhere — no scheduling needed
Perfect for onboarding new team members
Process documentation included
Shareable links your whole team can bookmark
Yours to keep and update as your processes evolve
Your team can learn at their own pace, revisit guides whenever needed, and share them with new starters. All training materials remain yours to keep.
How it works

Your step-by-step
implementation guide

Simple, async, and built around your schedule. Here's exactly what working together looks like.

📋
Step 01
You share your processes & tools
What happens

To get started, all you need to do is fill out a short intake form or send over a description of how your team currently works.


We want to know what processes you run day-to-day, what tools you use (spreadsheets, emails, other software), what each role is used to, and where things feel slow or manual.


You don't need to have it perfectly written up — in bullet points, a brain dump, a voice recording — we'll work with whatever you've got.

What you get
  • A simple intake form to fill or your own note
  • We map and show you what you can be
  • Clarification on the processes that take up the most time
  • No calls or workshops needed at this stage
How we deliver it
We'll send you a short structured form after you get in touch. You complete it in your own time and send it back — that's it.
🔗
Step 02
We map & build your monday.com setup
We take your processes and translate them into a clean, automated monday.com workspace.
What happens

Once we understand how you work, we get to building. We map your existing processes directly into monday.com — boards, groups, columns, and automations configured around how your business actually operates.


Where you currently rely on manual steps, emails, or spreadsheets, we'll set up automations to handle the repetitive stuff: status updates, notifications, task assignments, deadline reminders, and more.


We work through this in our own time and keep you updated by email as things progress. No need for you to be available — we'll come to you when it's ready to review.

What you get
  • Fully built monday.com workspace based on your processes
  • Automations set up to remove manual, repetitive steps
  • Your tools and systems mapped into structured boards
  • Everything configured and tested before handover
  • Progress updates sent to you by email
How we deliver it
We work through the build asynchronously and share a review link when it's ready. You look it over, send feedback, and we make any adjustments needed.
📖
Step 03
We record how everything works with Scribe
Every workflow gets a step-by-step guide your team can follow and reference forever.
What happens

Once the build is signed off, we record walkthroughs of every key workflow using Scribe — a tool that automatically creates step-by-step guides with screenshots as we navigate through monday.com.


Each process gets its own guide: how to add a new item, how automations fire, what to do when something changes, how to run a report. These are delivered as shareable links your team can bookmark, share with new starters, and refer back to any time.


No live training sessions needed — the Scribe recordings do the job, and they're available on demand forever.

What you get
  • Step-by-step Scribe guide for every key workflow
  • Screenshots and instructions auto-generated for clarity
  • Shareable links your whole team can access
  • Perfect for onboarding new staff members
  • Yours to keep and update as your processes evolve
How we deliver it
We record all guides after the build is approved and deliver them as a set of Scribe links. No scheduling needed on your end.
✉️
Step 04
Ongoing support via email
Questions, tweaks, or new automations — you send an email and we'll get a quote back.
What happens

After handover, support is simple — just email us. Whether you have a question about how something works, want a new automation added, or need a board tweaked as your processes change, drop us an email and we'll handle it.


There's no ticketing system, no support portal, no waiting in a queue. Just a straightforward email exchange with someone who knows your setup inside and out.


We aim to respond to all queries within 1–2 business days.

What you get
  • Direct email support — no portals or ticketing systems
  • Response within 1–2 business days
  • Small tweaks and adjustments handled as needed
  • Larger changes scoped and quoted on request
  • Friendly, plain-English support from someone who built it
How we deliver it
You'll get a direct email address to use whenever you need us. That's it — no fuss.
Ready to get started?
Get in touch and we'll send you the intake form. Fill it in at your own pace — no calls, no commitments.
Book your free consultation →
FAQ

Frequently Asked Questions

How much does monday.com consultancy cost? +

Our pricing is tailored to the complexity of your requirements and the size of your setup. We offer clear, fixed-price quotes for builds and health checks, with no hidden fees. For ongoing support, we provide flexible banked hours so you only pay for what you use.

How long does a monday.com implementation take? +

A typical implementation takes between two and four weeks, depending on the scope of your processes. This timeline includes discovery, building the boards, setting up automations, and handing over the final system to your team. We focus on async collaboration to keep the project moving without eating up your schedule.

Do I need to already be using monday.com to work with you? +

Not at all. We frequently work with teams moving to monday.com from spreadsheets or legacy systems. We handle the entire initial setup and architecture, making sure you start off on the right foot without bad habits baked in.

What size businesses do you work with? +

We specialise in helping UK-based SMEs, typically with 10 to 75 employees. Whether you are an Operations Manager seeking better visibility or a fast-growing agency needing scalable processes, our builds are designed to fit your scale.

What's the difference between your Health Check and a full build? +

A Health Check is an audit of your existing monday.com workspace, providing a clear roadmap of bottlenecks and quick wins. A full build involves us designing and constructing a custom workspace from scratch, mapping your exact workflows into the platform with automations and team handovers included.

Get started

Let's talk about your workflow

Book a free consultation and we'll explore how monday.com can transform the way your team works. No obligations, just clarity.

  • Free initial consultation — no strings attached
  • Tailored recommendations for your business
  • Transparent pricing with no hidden costs
We typically respond within 24 hours