A pipeline you can’t trust is costing you deals you already won.
Book a free 60-minute monday CRM health check with a monday.com Certified Partner. We open your account, score it across eight areas, and send you a written report with your top five quick wins. Keep it, act on it, or hand it to someone else. No obligation either way.
Limited to a handful of audits each month, because the principal consultant runs every one.
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Trusted by leading Australian organisations
monday.com Certified Partner. Sydney-based, working with clients across Australia, the US, UK and Canada.
We open your account and score it with you.
A screen share, eight areas, and a written report within 72 hours. No preparation needed, and nothing to install.
| Item | Status | Audit flag |
|---|---|---|
| Northbridge Group — fit-out | Negotiation | — |
| Harbour Logistics — renewal | Won | ⚑ no owner |
| Delta Health — expansion | At risk | — |
| Sandstone Property — new | Qualified | ⚑ no owner |
Drift doesn’t send you an invoice.
It bills you in hours instead: chasing updates, re-keying data, rebuilding the same report. Move the sliders for a rough idea of what it costs your business each year.
every year, before you count the deals, deadlines and goodwill that slip with it
Indicative only, based on your inputs. The health check replaces this estimate with findings from your actual account.
What’s quietly broken right now.
These are the six findings we hit most often. Each one is survivable on its own. Together they are why teams stop trusting the system and drift back to spreadsheets.
Enquiries sit unanswered while a competitor replies in ten minutes.
Two reps, one company, two conversations, one embarrassed customer.
Deals marked as live that died months ago, inflating the forecast.
Calls and emails outside the CRM, so the account history is fiction.
Pricing rebuilt in documents, with no approval trail.
Sales and finance report different figures to the same board.
One hour. Three days. Done.
No preparation, no data exports, no procurement process. Book a slot and you will have a written report before the week is out.
Book in 30 seconds
Pick a 60-minute slot online. We confirm who should join: usually an admin and one person who uses the account daily.
We open your account
Screen share or guest access. We work through eight areas, ask hard questions and show you what we find as we go.
Your report arrives
Scored findings, risk register, top five quick wins and a 30-day action plan. Yours to keep, with no lock-in.
Eight areas. Scored out of 100.
The same checklist we run before every implementation, applied to your live account with you in the room.
A real scorecard
An anonymised monday CRM account we audited. The gaps sit exactly where most accounts break down first.
This lands in your inbox on Thursday.
A document your leadership team can read in ten minutes and act on the same day.
- Merge 214 duplicate contacts and enforce required fields at deal creation
- Route every web and phone enquiry into the CRM within one minute
- Add stage definitions and rot alerts so stale deals surface automatically
- Replace manual quote documents with a templated flow from the deal record
- Build one forecast dashboard both sales and finance work from
Answer six questions first.
Honest answers only. Nobody else sees this.
Every enquiry lands in the CRM automatically, not in an inbox
You trust this quarter’s forecast without checking with each rep
Contact and company records are free of obvious duplicates
Emails and calls are logged against deals without extra effort
Quotes are generated from CRM data, not rebuilt in documents
Sales and finance report from the same numbers
Why the free audit exists
Roughly one in three accounts we audit becomes a project later. The other two get a useful report and our number. That trade works for us, and it means we have no reason to dress up the findings.
Every audit is run by Paul Bharti personally, which is why we cap the number we take each month.
Take one of this month’s slotsAnswer the six questions
Your indicative score appears here. The full health check scores eight areas with evidence from your account.
Book the full health checkTake the plan and run. Or hand it to us.
The audit ends with a report, not a contract. What happens next is entirely your call.
Quick Wins Sprint
Two weeks. We implement the top five findings from your report, working in your account.
CRM rebuild & migration
Restructure pipeline, data model, automations and dashboards, and migrate clean data.
AI Transformation Package →
Agents that qualify leads, summarise calls and chase follow-ups. Official monday.com AITP methodology.
AI Transformation with monday.com.
We put monday AI and custom AI agents to work inside your boards, so routine work happens on its own and your team stays in control. Unlike standard packages that stop at native integration advice, we build the custom integrations that connect AI to your real systems.
Every health check includes an AI readiness score. If agents are the right answer, we scope an AI Transformation Package built on monday.com’s official three-phase methodology, with fixed fees and sign-off gates.
Book an AI discovery call See the AI Transformation PackageWhat our monday.com clients say.
The gold standard for monday.com implementation.
“He took our business processes and workflows from chaos to a streamlined, professional powerhouse in record time.”
The first system the whole team actually uses.
“They connected housekeeping, maintenance and bookings into one workflow where a status change actually moves things forward.”
If you need monday.com done right, call Inayah.
“Paul’s depth of experience was immediately apparent; he transformed our workflows from scattered to streamlined.”
What used to take hours now happens automatically.
“AI-driven workflows, automations and insightful dashboards have given us total visibility into performance.”
Closing leads faster and saving hours.
“A custom monday.com CRM that eliminated our manual chaos and automated our entire field workflow.”
Improved our lead management.
“A highly professional monday.com CRM implementation that has improved our lead management and day-to-day organisation.”
Straight answers.
What people ask before they book.
Is the health check really free?
Yes. One hour with a certified consultant plus the written report, at no cost and no obligation. Roughly a third of audits turn into work later, which is what pays for the rest.
Are you an official monday.com partner?
Yes. Inayah Consulting is a monday.com Certified Partner with ten monday.com certifications, including Work Management, monday CRM, Advanced Workflows and Professional Services. You work with a certified consultant, not a reseller.
Do we have to hand over account access?
No. A screen share is enough. If you prefer, guest access with view permissions works too, and you can revoke it the moment we finish.
How fast is the report?
Within 72 hours in almost every case, often the next business day.
What does it cost if we want help afterwards?
We scope first, then quote a fixed price per phase, so there are no hourly surprises. monday.com licences are paid directly to monday.com, and we will tell you honestly which plan and how many seats you need.
Will monday.com work with the tools we already use?
In most cases, yes. We connect monday.com to Xero, MYOB, Employment Hero, Outlook, Gmail, JustCall, Aircall and Shopify, using native apps where they exist and custom integrations built with Make or the monday.com API where they don’t.
Can you add AI to our workflows?
Yes. We set up monday AI and custom AI agents that score leads, summarise updates, draft replies and chase approvals, with a person signing off anything important.
Where are you based, and do you work remotely?
We are based in Sydney and run on-site workshops there. For teams in Melbourne, Brisbane, Adelaide, Perth, Hobart and elsewhere, we deliver remotely with the same consultant and process.
What if the answer is to change nothing?
Then we will say so, in writing. Most quick wins are things your team can do without us, and the report is written that way.
Find out what your account is really costing you.
Sixty minutes with a certified partner. A written report in 72 hours. No cost and no obligation.
Book online at inayahconsulting.com/book-consultation