Monday.com Onboarding

Skilled Monday.com consultants and Cloud engineers with experience in operating onboarding programs for over 100 SaaS clients are here to support your successful implementation and operation of Monday.

Combining Performars' expertise and know-how with monday's global standard onboarding, we can provide onboarding services tailored to your business needs.


 

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Monday Onboarding

Monday.com Onboarding

Perfomars possesses the experience and expertise to successfully conduct SaaS onboarding for around 100 clients.

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Onboarding Service
Work management
Sales CRM
DEV
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Data integration guide comptab-infoalt7-icon
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Monday Onboarding

Onboarding Milestone

Onboarding takes place as follows:

Week 1

Orientation & Kick-off

Introduce new users to monday and onboard support team, setting up support methods and communication channels.

Week 1
Week 2

Onboarding Plan

Establish goals and workflows tailored for monday's customer onboarding process, defining related tasks and schedules to solidify communication between customers and performance.

Week 2
Week 2

Monday Configuration

Adding users, integrating emails, connecting app accounts, uploading data, and configuring settings. Configure basic settings for automation flows and activate dashboards for analysis.

Week 2
Week 2~3

Practice with Project tasks

Implement the monday template and assign missions for users to directly execute, enhancing skills through practical exercises.

Week 2~3
Week 4

Revise the growth goal

Through onboarding, we work with users who are familiar with Monday to set new growth goals and adjust them accordingly.

Week 4
Week 4

Future training & Ongoing service

Guiding teams and systems for future learning, ultimately measuring satisfaction with onboarding before concluding.

Week 4

FAQ

What is a monday onboarding?

Monday onboarding provides friendly guidance from basic product usage to advanced features, helping users understand and utilize Monday's functions correctly.

Why do I need a monday onboarding?

Monday is not only flexible but also powerful. It is a cloud-based no-code platform that allows users to create their own applications and project management software limitlessly.

However, to fully utilize these features and achieve maximum results, an onboarding process is necessary. Through onboarding, you can become an expert in Monday and expect a more effective transition to new ways of working.

How much does a monday onboarding cost?

Monday onboarding pricing is as follows:

  • Onboarding: $4,000/4 weeks
  • Consulting and Implementation: Upon request
New way of working

Work with Performars to increase Monday ROI

Don't worry if processes are inadequate or data integration seems daunting. Performars is here to support you.

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SaaS integration service
Support integration among CRM, ERP, and WorkOS in legacy or cloud environments.
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Manage and optimize RevOps solutions including HubSpot, Monday.com, Bloomreach.
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Your success is our mission.

Testimonials from our satisfied customers

Read what our customers say about us.

"Without Performars, we may sacrifice our investment in the new market, because we did not know how our new education services fit to the target market. They have helped us save a large investment and prevent from the failure."
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Sung Lee
Director, New Business Planning
"Performars helped us to create the right e-commerce strategy for Chinese travelers. We could understand the customer journey, their unmet needs and our business directions from the practical insights of Performars. Performars is very to the point and in-detail including marketing, sales, and overseas operations."
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HJ KIM
Manager at eComm., SHILLA
"We had a superior experience with Performars. They are experts in how they understand overseas customers with their well-structured framework on data analysis and insights based storytelling."
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ChangKyu Cho
CEO, Almaden Design
"Whatever you dream, Performars make it. Performars is the best helper to realize our dream on web service. the members are very open mind and try to help with low cost. Performars is very helpful to our business"
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James Jeong
Marketing Manager | SK Group
"Performars has significantly improved our comprehension of Hubspot. Previously, we were unaware of the Hubspot features that could benefit our company. We questioned, 'How can these features help us?' However, after discovering Performars, we have found continuous support that has allowed us to effectively utilize the Hubspot tools in our sales and marketing efforts. We are grateful for the assistance from Performars."
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Dohyung Kim
Marketing Lead | Global Business
"Build a successful online marketing strategy through the expertise of Performars. Considering implementing HubSpot to strengthen non-face-to-face sales, we discovered Performars. With the need to undertake marketing tasks different from our existing work, such as implementation, planning, and content, we successfully introduced the system smoothly with the overall consulting provided by Performars. Being a global company, we faced strict security and privacy regulations. We resolved these issues together. Since HubSpot is an unfamiliar system and lacks local language support, the involvement of an expert was essential during the initial implementation. After careful consultation, we determined that Performas had the highest level of expertise, and we have no regrets about selecting them."
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Arum Kim
Marketing manager | Strategy & Planning
"Performars is an effective partner to work with. I loved working with PEROFRMARS. The team is extremely knowledgeable and helpful. They bring good frameworks and know-how and have particularly deep expertise in HubSpot. They set us up for success by providing education and training."
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Y.J. Yum
Director | Strategy & Planning
"HubSpot is well known as a marketing program and has endless functions, but there are many parts that do not fit the domestic sentiment. This is because the majority of sales are based on SMS and KakaoTalk. In these areas, there are parts that are difficult to develop in-house. It's great that Performars makes it easy to use. I think it will be a key to resolving the concerns that domestic companies have in using HubSpot in the future."
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Wooyong Kim
Manager | Marketing
"We introduced it as a sales management tool and are even using Marketing Hub. If we had not gone through Performars, including initial setup and advice on operation methods, onboarding would have required a lot of resources. We are receiving a lot of help at each stage of expansion. We are receiving a lot of help through HubSpot for efficient operation. We are building a sales process. By using reports, we can collect performance data that used to be written by hand in real time, freeing up time to focus on other tasks. Additionally, as all members see the same information, alignment between functions is naturally achieved. ."
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Byung-mun Hwang
Leader | Solution BU
"No matter how competitive a tool is, it is true that it is difficult to introduce if onboarding, use, and maintenance are difficult. In particular, competitive foreign CRMs often have limited local support and sales resources in Korea. Performars' implementation experience and various references served as a point where I could expect reliable support whenever I had these concerns, and they remained effective even after the actual introduction. I do not regret collaborating with Performars!”
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Eddy Kim
Head of Sales | Sales Department
"Performars actively provided advice during the initial setup process to help the team quickly apply HubSpot to their work. We are currently using it starting with the introduction of a sales hub and expanding it to include a marketing hub. Performars is adapting to the growing business situation. We are helping them use HubSpot appropriately.”
디웨일 로고
Yeryung Lee
Customer Success Lead
Monday onboarding service

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