A London renewable energy company
One Monday.com system for a growing renewable energy business
A London renewable energy company carrying out residential and commercial work.
The challenge
A London renewable energy company was managing residential and commercial projects across a mixture of Monday.com, spreadsheets and other communication channels. This made it difficult to get a clear view of enquiries, quotes and live projects, or know what needed attention next.
What I did
- Mapped the sales and project delivery process with the team
- Built structured sales boards for residential and commercial work
- Created a live projects board linking sales through to delivery and procurement
- Added automations to reduce manual updates and keep project statuses current
- Built reporting to give management a clearer view of the pipeline and project progress
- Created a demonstration guide to help the team adopt the new system
Results
A single, structured system giving the client clearer visibility of its sales pipeline and live projects, with less reliance on spreadsheets and manual updates.
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