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  • Elena Korolkova

Monday.com Expert Shares 5 Tips On How To Maintain The Consistency Of Your Service Delivery!

As your business grows, it's hard to continue to provide the same incredible service to your clients as you did when you were a small start-up!


As Monday.com Experts, we want to share some tips on how to make sure your clients continue to receive love and attention from you, like its the first time!


We love Monday.com, because anything you can imagine can be done with Monday!


Tip #1 Automate Subitems For Repetitive Tasks.

In your sales and client service, you will have the same number of steps that need to be done EVERY TIME! As Monday.com specialists, we believe in efficiency. So, why waste your staff’s precious time creating those tasks, why not automate? Automating Monday subitems is easily done through Zapier integration with code. If you want to know how to do it, get in touch with us.




Tip #2 Assign Tasks And Set Deadlines.

It’s much easier to do something when you know when it needs to be done. When you assign Monday task, your teammate will get a notification of what you would like them to do and by when. Don’t forget to use a deadline feature!



Tip#3 Utilise Board Descriptions Area.

Did you know an average office employee spends 1.5 hours a day (6 weeks per year) looking for things?* As Monday experts, we believe in making finding things easier! We suggest utilising the “Board description” space for the templates and information that team will be looking for most frequently, like your NDA or proposal template or summary of all your Zapier automations.






Tip#4 Automate, Integrate, Repeat

How about integrating a “Welcome” or “Please leave us a review” email to your clients? This can be done easily through Monday.com Outlook or Gmail integration.

Monday.com has a great variety of native automation and integrates with almost anything you can imagine. If you are still burning for more, then you should look at Zapier or even code via Zapier.






Tip#5 Encourage teamwork through Monday automations.

There is nothing worse than getting stuck with a task and not knowing who to ask for help. With Monday.com’s automations this roadblock is all in the past.


So, to summarise: five tips from Monday experts to maintain the consistency of your service delivery:

  1. Automate subitems for repetitive tasks.

  2. Assign tasks and set deadlines.

  3. Utilise board descriptions.

  4. Use automations, integrations and Zapier.

  5. Encourage teamwork through Monday.com automations.

Ready to “upgrade” you Monday.com set up?

We love optimising processes and helping businesses. First, we discuss your needs and pain points, then we analyse your Monday.com set up and create detailed recommendations to solve your pains using Monday. Contact us to get started.



*Stats are from A Clear Path.


Automate 99% of Your Business Processes

Hi, I'm Elena Korolkova and I can streamline your business with ease

About Elena Korolkova

Elena started Kick Consulting so she could help successful entrepreneurs get access to an experienced, well rounded and knowledgeable Business Optimisation Project Manager on the terms they need and for a fraction of the cost of a full-time staff

Ready To Kick Your Business Into Gear?

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