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How to Book?

If we’ve worked together before, you can skip the consultation and book a Monday.com support session directly, please email me at info@kbinfinitysolutions.com

If you are ready to get started, we have several options available: Consulting, training, or building the complete workflow and boards for you, I have the solution for you. Packages start at only $2500 for smaller packages, up to $7500 for our larger ones. I can’t wait to help your team soar!

Implementing Monday.com Across Different Businesses

I’ve built custom Monday.com systems for a wide range of businesses—from law firms and marketing agencies to coaches, consultants, and event organizations. My approach isn’t just about setting up boards—it’s about creating intuitive, automated workflows that make businesses more efficient, scalable, and stress-free.

Types of Businesses I’ve Helped with Monday.com

Law Firms & Professional Services

  • Implemented automated client onboarding, case tracking, and document management.

  • Challenge: Lawyers often struggle with adopting new tech, so I created SOPs and training videos to make onboarding smooth.

  • Result: Reduced manual admin work by 75%, allowing lawyers to focus on clients instead of paperwork.

Coaching & Consulting Businesses

  • Built CRM-style boards to track client progress, automate follow-ups, and schedule coaching sessions.

  • Challenge: Admin struggling to keep up with demand and looking to hire second worker.

  • Result: Created an automated tracking system that decreased time by 30% by ensuring consistent follow-ups.

Marketing &
Social Media Agencies

  • Designed content calendars, project workflows, and approval pipelines for managing client campaigns.

  • Challenge: Teams struggled with bottlenecks in feedback & approvals, delaying content delivery.

  • Result: Streamlined processes, cutting turnaround time by 50% and ensuring faster client approvals with automation.

Event & Networking Organizations

  • Developed event planning workflows with timelines, task dependencies, and automated reminders.

  • Challenge: Team members lacked visibility on who was responsible for what, leading to last-minute chaos.

  • Result: Created clear role assignments and real-time progress tracking, reducing miscommunication and missed deadlines.

Common Challenges & How I Solve Them

Overcomplication

Many businesses overbuild their Monday.com boards, making them confusing and hard to use.

The Fix:

I design clean, intuitive boards focused on simplicity, automation, and actual usability.

Lack of Clear Processes

Businesses want to use Monday.com, but they don’t actually have workflows in place.

The Fix:

I help businesses map out processes FIRST, then build a system in Monday.com that works for them.

Resistance to Change

Teams often resist new tools because they don’t understand them.

The Fix:

I provide customized training, recorded tutorials, and cheat sheets to make adoption easy and seamless.

Not Using Automation Effectively

Many clients don’t realize how much manual work can be automated inside Monday.com.

The Fix:

I implement time-saving automations, like auto-assigning tasks, sending reminders, and integrating with other tools (like Slack, Google Drive, and CRMs).