monday Service Onboarding
Learn the ins and outs of monday service and set up your first service-based ticketing workflows in 75 days or less.
- Pro or Enterprise monday.com account
- Must have monday service in your account
Your App Setup
Maximize your ticketing and resolution workflows with a monday Service Onboarding, perfected by trained professionals.
Master Your Ticketing Workflow
Getting hands-on to build your process results in a more holistic understanding
Train Your Champion
Ensure your team champion will understand each and every intricacy of your process
Customization & Consultation
Work alongside our monday service experts to craft your ideal service workflows
What’s Included
Every monday service onboarding comes with all the tools you will need to start creating custom ticketing workflows inside monday.com
Ticketing Service Workflows
Build out your first ticketing workflows to get your team started on monday service.
Monday Service Training
Your Service champion will be trained on the ins and outs of the platform and its possibilities.
Deep Dive on Functionality
We’ll introduce the platform’s key capabilities, like integrations, ticketing, AI automations, etc.
Roles & Permissions
We help you set roles and assign permissions to safeguard your service processes and account.
Sync & Online Feedback
We’ll sync several times throughout the project to provide feedback and help keep you on track.
Training Resources
Unlock access to additional monday.com training resources and guides for your team.
The Journey
In order to ensure a smooth onboarding and adoption of monday service, we follow the stringent process below:
Kickoff
- Discuss client's monday Service goals and objectives
- Gain platform access and install deployment kit
- Introduce questionnaire and plan next steps
Discovery & Setup
- Review questionnaire
- Understand service workflow needs
- Ensure correct template installation in a clean workspace
- Build a project roadmap and assign tasks
- Plan the first consultation meeting
Training Session
- Get additional users invited to account
- Host individual or joint training with client’s team
- Finalize service workflow, provide Q&A, or create documentation
Offline between calls
- Available for Q&A, providing feedback and troubleshooting issues
Consultation Calls
- Review Service progress, offer feedback, suggest best practices
- 5 repeated meetings
- Plan training sessions jointly with client teams (if applicable)
- Discuss client training needs and methodologies
Deliverables
These deliverables encompass the essential components and milestones that will drive the successful onboarding and adoption of monday service.
- Installation of monday service template
- Customization of service template
- Service ticketing workflow created
- Implement SLA Tracking
- Ticket view customization
- Setup custom email channels to send from monday.com
- Database matching (Internal or External)
- Up to 8 meetings (8 online hours)
- CSAT automation & emailing workflow
- Incident tracking alongside tickets
- Co-create automations
- Configuration of Account Roles & Permissions
- Training on Email best practices
- User Training & Documentation
- Offline Q&A support during onboarding
- Dedicated Implementation Consultant
- 75 days or less
*monday service purchased separately
CarbonWeb offers packages for all your workflow needs
