INSIDEA
CRM & Platforms

Monday.com Managed Operations

Ongoing Monday.com admin as a monthly retainer: new boards, automation fixes, user changes and a written review of what changed.

What changes

Outcomes you can expect.

Monthly
Retainer
Clear deliverables every month
Certified
Team always
Certified experts, every engagement
Named
Account lead
One person who knows your setup
Written
Monthly review
What changed and what comes next
How we work

Methodology that ships.

Two-week sprints, certified experts always, fixed-fee pricing. The same shape every time.

  1. Step 01
    01

    Learn your setup

    We review your account, your requests backlog and your priorities.

  2. Step 02
    02

    Plan the month

    An agreed list of work for the month, in priority order.

  3. Step 03
    03

    Ship the work

    Changes built, tested and released, with requests handled as they come.

  4. Step 04
    04

    Review & report

    A written review each month of what changed and what to do next.

Track Record

Built on real engagements.

1,500+
Businesses served worldwide
Across 25+ countries
4.99
Elite HubSpot Partner
500+ verified reviews
150+
In-house certified experts
CRM, RevOps, marketing, and AI
5
HubSpot accreditations
Onboarding, Enablement, Migration, Integration, Implementation
What's included

Inside our Monday.com Managed Operations work.

01

Board and workflow changes

New boards, columns and views built as your teams ask for them.

02

Automation maintenance

Automations checked, fixed and kept within your plan limits.

03

User management

New starters, leavers, permissions and guests handled.

04

Dashboards kept current

Leadership dashboards updated as boards and teams change.

05

Request queue

One place to send requests, with clear priority and turnaround.

06

Monthly review

A written review of what changed and what to tackle next.

Featured customers

A few of the brands we've delivered for.

FAQ

Monday.com Managed Operations, answered.

How does the retainer work?

It is a monthly retainer with clear deliverables. Scope and hours are agreed up front and reviewed every month.

How is this priced?

Project work is fixed-fee against a defined scope. Retainers are monthly with clear deliverables. We share specifics on the strategy call once we understand the scope.

Who's on my account?

A dedicated project lead, plus the specialists relevant to your scope. One named account lead end-to-end.

How do we get started?

Book a 30-minute strategy call. We cover scope, timeline, and pricing. If we're a fit, you get a proposal within 48 hours.

Ready to ship this?

Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.

Get Started
With Us

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