Monday.com Setup for Sales & Project Tracking
Budget: $250 – $750 USD
I'm seeking an experienced freelancer to assist in setting up my Monday.com for sales management and project tracking. The setup will require a thorough needs assessment, design recommendations, and programming.
Key Areas of Assistance:
- Setting up for tracking the sales cycle from prospect to sale.
- Designing for project management post-sale.
- A focused setup for lead tracking, sales pipeline management, customer follow-up reminders, and project management.
I envision this as the beginning of an ongoing relationship where we can continuously enhance the platform's functionality to suit my needs.
Ideal Skills and Experience:
- Proficient in Monday.com with proven experience in sales management and project tracking setups.
- Excellent communication skills for effective Zoom consultations.
- Ability to provide design recommendations based on needs assessment.
- Capability to program and set up the platform in fairly quickly.
Key Areas of Assistance:
- Setting up for tracking the sales cycle from prospect to sale.
- Designing for project management post-sale.
- A focused setup for lead tracking, sales pipeline management, customer follow-up reminders, and project management.
I envision this as the beginning of an ongoing relationship where we can continuously enhance the platform's functionality to suit my needs.
Ideal Skills and Experience:
- Proficient in Monday.com with proven experience in sales management and project tracking setups.
- Excellent communication skills for effective Zoom consultations.
- Ability to provide design recommendations based on needs assessment.
- Capability to program and set up the platform in fairly quickly.