Sales Reps
- How to manage deals and move them through the pipeline
- Logging activities and tracking client communication
- Using views, filters, and My Work to stay on top of tasks
- Where to find what they need, fast
Live session + recorded walkthrough
Training & Ongoing Support
A great system is useless if your team doesn’t use it.
We’ve seen beautifully built monday.com setups gather dust because nobody trained the team properly. That’s why training isn’t an add-on for us, it’s built into every engagement. And when your business evolves, we’re here to make sure your system evolves with it.
The problem
The #1 reason CRM projects fail.
It’s not the technology. It’s not the data. It’s adoption. Teams go back to spreadsheets, workarounds, or their old system because the new one feels unfamiliar, and nobody showed them how it fits into their actual workflow.
That’s why we don’t just hand over a system and wish you luck. We train every role on the specific tasks they’ll do every day, and we stick around to make sure it actually sticks.
70%
of CRM projects fail due to poor adoption
3–6 mo
is the typical time to full team adoption
Days
is what it takes with proper role-specific training
Role-specific training
Training built around your team, not the platform.
Every role uses monday.com differently. We train each role on exactly what they need, nothing more, nothing less.
Sales / Team Managers
- Dashboard setup and KPI tracking
- Pipeline visibility and forecasting
- Team workload and activity monitoring
- Reporting and exports
Live session + recorded walkthrough
Operations & Delivery
- Workflow automations and how they trigger
- Board structure and cross-board relationships
- Handoff processes between sales and delivery
- Managing status updates and notifications
Live session + recorded walkthrough
Admins & System Owners
- Full system architecture and how everything connects
- How to add fields, adjust automations, and manage permissions
- Troubleshooting common issues
- When to call us vs. what you can handle yourself
Extended live session + admin reference guide
Deliverables
Every training engagement includes.
Live Training Sessions
Role-specific, interactive sessions tailored to how each team member actually uses monday.com day-to-day.
Recorded Walkthroughs
Screen-recorded videos of your actual system so your team can revisit training anytime, no generic tutorials.
Quick-Reference Guides
One-page visual guides for each role covering the key actions they’ll perform most often.
Admin Training
Deep-dive session for system owners covering architecture, automations, permissions, and maintenance.
Post-Launch Office Hours
Dedicated Q&A sessions in the first 2–4 weeks after launch to catch issues early and reinforce adoption.
Adoption Check-In
A structured review 30–60 days post-launch to measure adoption, identify gaps, and adjust as needed.
Training gets you started. Support keeps you growing.
Your business isn’t static. You’ll hire new people, launch new products, enter new markets, and change how you work. Your monday.com system needs to keep up, and that’s where ongoing support comes in.
Support plans
Ongoing support that grows with you.
Ad-Hoc Support
- Pay-as-you-go support requests
- Bug fixes and troubleshooting
- Small workflow adjustments
- Email-based support with 48-hour response
- No monthly commitment
Best for: stable systems that only need occasional tweaks or troubleshooting.
RECOMMENDED
Monthly Retainer
- Priority support with same-day response
- Proactive system monitoring and health checks
- New hire onboarding and training
- Workflow adjustments and feature additions
- Quarterly system reviews and optimisation
- Dedicated account manager
- Discounted rate for larger change requests
Best for: growing teams that need their system to evolve with them.
Timeline
What this looks like in practice.
01
Month 1
Launch & Train
System goes live. Role-specific training sessions delivered. Recorded walkthroughs and guides distributed. Office hours begin.
02
Month 2
Reinforce & Refine
Adoption check-in. Address any friction points. Adjust views, automations, or workflows based on real-world usage.
03
Month 3
Optimise & Extend
Introduce advanced features as the team grows confident. Add dashboards, automations, or integrations as needed.
04
Month 4–6
Scale & Support
Ongoing retainer support. New hire onboarding. Quarterly reviews. System evolves as the business evolves.
05
Month 6+
Independence
Your team owns the system. We’re available for complex changes, but you’re fully self-sufficient for day-to-day operations.
Our goal is your independence.
We don’t design systems that keep you dependent on us. Everything we build, train, and document is designed so your team can own it. Support is there for when you need it, not because you can’t function without it.
Common questions
Honest answers on training and support.
How long does training typically take?+
Most teams complete initial training in 1–2 sessions per role, spread across 1–2 weeks. Each session runs 60–90 minutes. We don’t rush it, we’d rather your team feels confident than overwhelmed.
Can you train new hires after the initial rollout?+
Absolutely. That’s one of the main reasons teams choose our monthly retainer. We onboard new hires with the same role-specific approach, so they’re productive from day one without burdening your existing team.
What if our team isn’t very technical?+
That’s completely fine, most of the teams we train aren’t. We focus on the specific tasks each person needs to do, using plain language and real examples from your actual system. No jargon, no unnecessary complexity.
What does ongoing support actually include?+
It depends on the tier. Ad-hoc support covers specific requests like troubleshooting or small adjustments. Monthly retainers include proactive monitoring, new hire training, workflow adjustments, quarterly reviews, and priority response times.
How much does training and support cost?+
Training is included in every implementation engagement. Standalone training starts from a fixed project fee. Monthly retainers are priced based on scope and team size, we’ll recommend the right level during your consultation.
Can we eventually manage the system entirely ourselves?+
That’s the goal. Everything we build and train is designed for your independence. The admin training, reference guides, and recorded walkthroughs all exist so you can own the system long-term. Support is there for when you need it, not because you depend on it.
Related services
References
Sources and further reading
Independent and primary sources we draw on when scoping migrations and recommending platforms.
- monday.com Knowledge Base · Official help docs
- monday.com Academy · Official training
- monday.com Community · Peer support
Ready to start
Ready to make sure your team actually uses the system?
Whether you’re launching a new monday.com setup or reviving one that didn’t stick, we’ll make sure your team is trained, confident, and supported.