Get Started · For teams already on monday.com

See exactly where your monday.com account really stands

Your monday.com account grew one board at a time. Now automations fire into nothing, integrations have drifted, and half the boards go untouched. This is the fastest way to see the gaps, the leaks, and what to fix first.

YOUR CERTIFIED PARTNER

START HERE IF THIS SOUNDS FAMILIAR

Every account that grows organically ends up here. If even one of these is true, there is value hiding in your account you cannot see.

Grew one board at a time, and now no one owns the whole picture

Automations that fire into nothing

Recipes still switched on, pointing at a status or board that changed.

Integrations that silently drifted

A connection stopped syncing weeks ago and nobody noticed.

Boards and folders no one opens

Half the account is clutter that hides the boards that matter.

 

Approval steps that trigger no one

Work waits on a step that quietly notifies nobody. 

Seats you pay for, barely used

Users who logged in twice and went back to spreadsheets.

Dashboards that stopped updating

Leadership reads a view that froze without anyone realizing.

WHAT IT IS

An AI-run read of your entire monday.com account

We read every board, folder, automation and integration, and tell you which boards drive the work, which were quietly abandoned, and what to fix first. Based on how the account is really used, not on assumptions.

FIXED FEE

$2,000

An AI-run read of your live monday.com account

100% credited within 60 days into an implementation or a recurring plan. You risk nothing.

What we check

Every layer of your account,
tested against how it should run.

Not a glance at a few boards. We go through the whole account, layer by layer, and flag exactly what is working, what is broken, and what to adjust.

Boards & folders

Which boards drive the work, which are abandoned, and where the structure has sprawled into clutter.

Automations

Every recipe tested: which fire, which fire into nothing, and which quietly stopped when a status or column changed.

Integrations

Connections to your other tools checked for drift, duplicates, and silent failures that stopped syncing.

Dashboards & reporting

Whether leadership sees the truth, or a view that stopped updating weeks ago.

Permissions & governance

Who can change what, orphaned board owners, and the gaps that let things break unnoticed.

Adoption & engagement

Who actually uses it, who drifted back to spreadsheets, and where paid seats are wasted.

 

AI in your account

What AI is connected, what it touches, and whether anyone can see what it is doing.

Structure & naming

Consistency across boards, columns and statuses, so reporting and automation stop breaking.

What to adjust first

Every finding turned into a specific, ranked fix, so you know exactly where to start.

HOW IT WORKS

Scan, evaluate, direct

STEP 1

Scan

We read your entire live account: boards, automations, integrations, and AI.

STEP 2

Evaluate

How it is used, by whom, and where structure and governance are missing.

STEP 3

Direct

A ranked roadmap of gaps and leaks, plus a baseline to measure from.

What lands on your desk

A deliverable you can decide from

STEP 1

A branded map of your whole account

Every board, folder, automation and integration on one visual.

STEP 2

A one-page findings summary

In plain language, no jargon.

STEP 3

A prioritized roadmap of fixes

From broken automations to governance gaps, ranked.

STEP 4

Baseline adoption and engagement scores

Across your boards and users, so improvement is provable.

Compare · three ways in

Process Audit, Process Architecture, or Platform Audit?

Three fixed-fee front doors, and each answers a different question. The fee is always credited back into your build within 60 days, so the first step is low risk either way.

Diagnostic

Where does one workflow break, and what would fixing it look like?

Process Audit →
Redesign

Turn a problem you already understand into a build-ready blueprint.

Process Architecture →
Platform health

What is really happening inside your monday.com account?

Platform Audit →
Best when
You suspect a workflow is leaking time or margin, but you are not sure where.
You already know what is broken and want the plan and spec to build it.
Your monday.com account grew organically and no one is governing it.
What you leave with
A diagnosis: current-state map, bottlenecks ranked by impact, measurable success criteria and a recommended next step.
A build-ready design: future-state of every workflow, a spec detailed enough to build from, and a phased roadmap (Foundation → Connect → Automate).
A visual map of your whole account, a one-page findings summary, a prioritized fix roadmap and baseline adoption scores.
Focus
How your work runs
How your work should run
The platform you already use
Platform
Platform-neutral
Platform-neutral
monday.com only
Scope
1 workflow · 1 department
One or more workflows
Your entire monday.com account
Your time
Approximately 3 hours
Approximately 6 hours
Minimal
Price
$2,500 fixed
$4,000 + $1,500 / extra workflow
$2,000 fixed
Fee credit
100% credited into your build within 60 days
100% credited into your build within 60 days
100% credited forward within 60 days

PREFER WE REACH OUT?

Rather have us get in touch?

Not ready to book a time? 

Tell us a little about your process and our team will reach out.

Ready for your monday.com audit?

Your fee is 100% credited toward implementation. You will know exactly where your monday.com system stands today, and what to do next.