Workflow Status
Are you interested in creating a new workflow, or updating an existing one?
Question 2/2
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Product
Choose the product your most interested in exploring
Explore the entire monday.com platform with an expert!
- 30 minutes
In this session, we’ll explore the monday.com platform through the lens of your goals. Whether you’re evaluating monday.com or refining an existing setup, we’ll help identify the products and workflows that fit your team the best.
Possible discussion areas include:
Platform products and how they fit together
Your team’s goals, challenges, and current tools
Scaling a Work OS across departments
Cross-functional use cases and examples
Leveraging native AI capabilities
monday CRM Platform Exploration
- 30 minutes
In this session, we’ll explore how monday CRM supports your sales and client workflows. Whether you’re evaluating a CRM or improving an existing process, we’ll focus on structure, visibility, and follow-through.
Possible discussion areas include:
Lead and contact management structure
Pipeline stages and deal visibility
Emails & activities, call, and calendar integrations
Sales dashboards and performance tracking
Automation for follow-ups and task ownership
monday Work Management Exploration
- 30 minutes
This session focuses on how teams plan, track, and collaborate using monday Work Management. We’ll explore how your work gets done today and where clarity or automation could help.
Possible discussion areas include:
Task, project, and portfolio tracking workflows
Resource planning and workload management
Automation for reducing repetitive work
Cross-team collaboration and handoffs
Reporting and operational visibility
monday Dev Exploration
- 30 minutes
This session explores how monday Dev supports development teams and their workflows. We’ll look at how planning, execution, and collaboration come together in one system.
Possible discussion areas include:
Sprint planning and backlog management
Bug and issue tracking workflows
Integrations with GitHub, GitLab, & more
Development reporting and insights
Dependencies and cross-teams collaboration
monday Service Exploration
- 30 minutes
This session focuses on how monday Service supports customer and internal service workflows. We’ll explore how requests are handled and where structure or automation can improve response times.
Possible discussion areas include:
Ticket intake and request management
SLA tracking and routing logic
Automation for faster responses
Service performance dashboards
Leveraging native AI capabilities
Health Check for
Which monday.com product is your current workflow built on?
monday.com General Health Check
- 30 minutes
Schedule a time with a CarbonWeb account manager to review your existing monday.com product workflow(s) to discuss current problems or room for improvement.
monday CRM Workflow Health Check
- 30 minutes
monday Work Management Workflow Health Check
- 30 minutes
monday Dev Workflow Health Check
- 30 minutes
monday Service Workflow Health Check
- 30 minutes