Monday.com consultant
Monday.com consultant for small businesses in London and across the UK
I set up Monday.com so it matches how your business really works: enquiries, quotes, jobs, staff and reporting in one place, with automations doing the chasing for you.
monday.com Partner
This is for you if
- Your team lives in spreadsheets, email and WhatsApp groups
- You bought Monday.com but nobody uses it properly
- Quotes go out and are never followed up
- You cannot see which jobs are booked, live, invoiced or paid
- Someone else built your boards and they no longer fit
What I build
CRM and sales pipeline
Enquiry to won or lost, with follow up reminders and a clear view of the pipeline.
Quotes and pricing
Quote boards with pricing formulas, unique quote IDs and approval automations.
Live jobs and projects
Booking, scheduling, procurement and completion tracking for every job.
Finance and invoicing
Invoice status, disputed invoices and payments, visible to the people who need them.
People and time
Staff time tracking, onboarding checklists and HR records.
Dashboards
The numbers you check each week, in one screen.
Example: one system for a renewable energy business
A London renewable energy company was managing residential and commercial projects across Monday.com, spreadsheets and other channels, with no clear view of enquiries, quotes and live projects.
I built structured sales boards, a live projects board linking sales through to delivery and procurement, automations that keep statuses current, and reporting for management. Read the case study.
How it works
Discovery workshop
We map your process from first enquiry to final invoice.
Build
Boards, columns, automations and dashboards configured to that process.
Test with your team
Real jobs run through the system before you switch over.
Train, hand over and support
Training for each role, a short written guide, then changes as the business grows.
How pricing works
Board review and fixes
For an existing account that needs tidying and automating.
Review of current boards
Priority fixes made
Full system build
Sales, jobs and reporting set up from scratch.
Discovery, build and training
Fixed quote after discovery
Hourly support
For changes, new automations and questions once your system is live. Quick questions are free.
No minimum term
Edward quickly got under the skin of how our business actually operates. He helped us put proper systems and structure in place, which has made a noticeable difference to how smoothly we run day to day. Communication is clear, delivery is fast, and the impact has been immediate.
Questions
Do I need a paid Monday.com plan?
For most businesses, yes. Automations and integrations need a paid plan. I will recommend the lowest plan that does what you need.
Can you move our spreadsheets into Monday.com?
Yes. I clean up and import existing data so you start with your real clients and jobs, not an empty system.
Do you train the team?
Yes. Every build includes training for each role and a short written guide.
Can you fix a system someone else built?
Yes. I often review and rebuild boards that have grown messy over time.
Do you work outside London?
Yes. Monday.com work is done remotely for clients anywhere in the UK, with on site workshops in London.
Let’s talk about your business
A short, no obligation call to understand what is getting in the way. Based in North West London, working across London and the UK.