YOUR AUDIT RESULTS ARE AT THE BOTTOM OF THIS PAGE

BUT BEFORE YOU SCROLL DOWN...

PLEASE READ THESE 2 IMPORTANT SECTIONS FIRST THEN SCROLL DOWN TO SEE YOUR RESULTS

MOST CRM PROBLEMS ARE NOT SOFTWARE PROBLEMS

THEY'RE ACTUALLY OPERATIONAL CLARITY PROBLEMS

The good news? Those problems are usually fixable with simpler workflows, clearer structure, and systems designed for how small businesses actually operate.

Further down this page, you’ll find your CRM Audit result, what it likely means for your business, and the best next step based on your current operational stage.

But first...

BEFORE YOU SCROLL DOWN TO YOUR AUDIT RESULTS...

LET'S CHECK IF MONDAY IS EVEN A GOOD OPTION FOR YOU

Sounds pretty black and white I know, but after years working as a Monday CRM Consultant I have come up with a shortlist of questions that can tell me straight away if Monday is NOT a good fit for you.

So, here goes nothing...

Monday's Whole Philosophy Is All About

  • Being able to manage pretty much any process, data or workflow

  • Connecting data/boards (turns monday into a relational database and is the key to monday's true power)

  • Creating one single source of truth for your organisation

  • Automating manual busy work

Which is why I recommend you look for another tool if;

  • You don't want to use any Automations

  • You want a lower plan than the Pro Plan

  • You don't want to connect Items in separate boards

HOW TO TURN YOUR FERRARI INTO A LAWN MOWER

If you don't connect boards/items, monday is no longer a powerful relational database, it's a bunch of lists.

If you don't use Automations, you have to connect everything manually, do everything manually and you will drown in manual busy work. This is the EXACT OPPOSITE of the whole reason monday was built the way it was built.

Below the Pro Plan level, pricing plan based limits on how many automation actions you can use per month mean you won't be able to automate your way out of a wet paper bag.

Basically, if you don't want Automations, don't want to connect items and want a lower plan than the Pro Plan, it's like buying a Ferrari and converting it into a ride-on lawn mower.

You're buying something that was never intended to be a lawn-mower.

And you're still paying a large amount of money for something with a Ferrari badge on it.

You would be better off just buying a lawn mower.

IF YOU DON'T WANT TO BUY A FERRARI AND TURN IT INTO A LAWN MOWER...

READ THIS

If you're keen to sign up to a Pro Plan or higher, you plan to connect your Boards to turn Monday CRM into a powerful relational database that can manage anything and you plan to use Automations so as not to go insane in the process...

Awesome!

Monday is, in theory, a good fit for you.

Scroll down to see your CRM Audit Results and figure out your next steps.

If You Scored 30% or Lower...

Your business is still relying more on momentum than systems

Overview

Your results suggest that operational processes in your business are still fairly reactive and dependent on memory, manual follow-ups, or disconnected workflows.

That’s incredibly common, especially for growing small businesses.

Common Symptoms

  • Tasks scattered across tools

  • Follow-ups slipping through cracks

  • Reliance on memory

  • Inconsistent processes

  • Operational overwhelm

  • Duplicated admin work

The Good News

This does NOT mean monday CRM is the wrong tool for you.

In fact, it usually means the opposite.

It means your business may benefit enormously from:

  • Clearer workflows

  • Centralized visibility

  • Simplified operational structure

  • Calmer systems that reduce mental load

Key Insights

The businesses that succeed with monday CRM usually start by simplifying before they optimize.

This philosophy is exactly why CRM 2.0 was designed around clarity and maintainability rather than complexity.

The Next Step

Right now, the priority is probably not advanced automation or highly customized setups.

It’s creating a solid operational foundation first.

Because no CRM platform, including monday, can fully compensate for unclear workflows or fragmented processes.

Want To Skip The Setup Headaches Completely?

Get my Advanced Monday CRM Installation Checklist (25 critical steps most people miss) free when you grab CRM 2.0 - enter your details below and I'll send you the checklist plus details about CRM 2.0.

Saved 40+ businesses from CRM chaos

What's in the Installation Checklist?

Pre-installation planning, board connections, automation setup, and post-launch optimization steps that prevent the most common Monday CRM disasters.

Why is this free?

ll I ask is honest feedback on the checklist once you've used it - helps me make it even better for other Monday users.

How do I get CRM 2.0 and the bonus?

Just DM me INSTALL and I'll send you both the free checklist and details on CRM 2.0. No pressure either way.

If You Scored 31% - 67%...

Your systems are functional… but growing complexity is starting to create friction

Overview

Your answers suggest your business already has some operational structure in place, but your workflows are beginning to feel heavier, messier, or harder to maintain as the business grows.

Common Symptoms

  • Visibility gaps

  • Duplicated work

  • Workaround-heavy processes

  • Disconnected tasks

  • CRM clutter building up quietly over time

The Good News

This does NOT mean monday CRM is the wrong tool for you.

In fact, it usually means the opposite.

It means your business may benefit enormously from:

  • Clearer workflows

  • Centralized visibility

  • Simplified operational structure

  • Calmer systems that reduce mental load

Key Insights

The businesses that succeed with monday CRM usually start by simplifying before they optimize.

This philosophy is exactly why CRM 2.0 was designed around clarity and maintainability rather than complexity.

The Next Step

Right now, the priority is probably not advanced automation or highly customized setups.

It’s creating a solid operational foundation first.

Because no CRM platform, including monday, can fully compensate for unclear workflows or fragmented processes.

Want To Skip The Setup Headaches Completely?

Get my Advanced Monday CRM Installation Checklist (25 critical steps most people miss) free when you grab CRM 2.0 - enter your details below and I'll send you the checklist plus details about CRM 2.0.

Saved 40+ businesses from CRM chaos

What's in the Installation Checklist?

Pre-installation planning, board connections, automation setup, and post-launch optimization steps that prevent the most common Monday CRM disasters.

Why is this free?

ll I ask is honest feedback on the checklist once you've used it - helps me make it even better for other Monday users.

How do I get CRM 2.0 and the bonus?

Just DM me INSTALL and I'll send you both the free checklist and details on CRM 2.0. No pressure either way.

If You Scored 68% or Higher...

You’re surprisingly close to a calm, scalable operational system.

Overview

Your answers suggest your business already has a fairly strong operational foundation.

You Appear To

  • Think systematically

  • Value workflow clarity

  • Understand the importance of operational visibility

  • Recognize that simplicity often scales better than complexity

That matters because tools like monday CRM tend to work best when paired with clear operational thinking… and your results suggest you’re already approaching your business that way.

Your Biggest Opportunities Right Now

  • Refining workflows

  • Reducing friction

  • Improving visibility

  • Simplifying maintenance

  • Strengthening connections between processes as the business grows

Common Signs Of This Stage

  • Systems mostly function well

  • Operational bottlenecks are identifiable

  • Workflows are reasonably consistent

  • Visibility exists but could improve

  • Scaling pressure is beginning to appear

The Next Step

The businesses that scale most successfully usually don’t build the most complicated systems.

They build the clearest and most maintainable ones.

The CRM 2.0 Kitset was specifically designed for businesses at this stage that want:

  • Stronger operational clarity

  • More scalable workflow structure

  • Centralized task visibility

  • Smarter relationships between processes without turning their CRM into operational spaghetti

You’re likely ready for a more refined operational structure rather than a complete rethink.

Want To Skip The Setup Headaches Completely?

Get my Advanced Monday CRM Installation Checklist (25 critical steps most people miss) free when you grab CRM 2.0 - enter your details below and I'll send you the checklist plus details about CRM 2.0.

Saved 40+ businesses from CRM chaos

What's in the Installation Checklist?

Pre-installation planning, board connections, automation setup, and post-launch optimization steps that prevent the most common Monday CRM disasters.

Why is this free?

ll I ask is honest feedback on the checklist once you've used it - helps me make it even better for other Monday users.

How do I get CRM 2.0 and the bonus?

Just DM me INSTALL and I'll send you both the free checklist and details on CRM 2.0. No pressure either way.

The Workflow

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus.

Step One

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim.

Step Two

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim.

Step Three

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim.