The Build Kit: monday.com edition

One weekend, one working CRM. The Build Kit is the files I start a monday.com sales board with, as files you import and follow rather than work I do.

What's inside:

01 The pipeline and properties: six stages with entry rules and required fields, as the board template, columns, groups and statuses, with a ten-step walkthrough and an import file.

02 Follow-up sequences, written: five emails, two call scripts and one message for the silence after a proposal, day-numbered for a monday.com automation.

03 Automation recipes: the stale-deal alert, the sales-to-delivery handover trigger and lead routing by owner, drawn as diagrams and built step by step, with what breaks when you rename a stage.

04 The Monday 08:30 dashboard: five reports, each with its filters, thresholds and the question it answers.

05 Playbook skeleton: stage by stage, with the prompts a new hire needs.

06 New-hire day one: the first Monday, hour by hour.

$79 once, not monthly. Updates free for every v1.x release. One licence per business: share it with your team, not your competitor. Not a course: no videos, no community, no upsell inside the files.

Seven-day refund if it isn't what the page says: reply to your receipt. If you would rather it was done for you, every fix is priced at thepipelinefixer.com/pricing/