Monday Portal Audit

This is a great way to maximize the use of your services with RBP. Use this audit to get ideas on how you can improve your experience by letting us know your challenges and goals!

  1. Have you given everyone in your company access to this Monday account? 

  2. What Monday tier is this account on? Are you open to Upgrading? (Basic or Pro)

  3. Please tell us about your companies 90 day goals, what are your main objectives? 

  4. Can you describe how you. currently use the software, what was the your original objective to acquire Monday?

  5. What is the goal of this Audit?

  6. Is there anything specific you need us to take a look at and give you recommendations to improve? 
    Please select:
    * Marketing Tasks
    * Sales Enablement 
    * Production Management or Service
    * Task Management
    * Internal Work Operations (WorkOS) 

  7. If you selected Sales Enablement : What are your sales team biggest challenges? What are the bottlenecks that are blocking you to be selling more roofs or solar systems? 

  8. If you selected Marketing: What are your marketing team biggest challenges? Lead quality, data analysis, attribution modes, etc?

  9. If you selected or Production management Service: Where are you currently dropping the ball? What kind of customer service issues are your encountering? What is slowing you down? 
  10. If you selected Task Management. Do you need anything to be repeated or reset? Do you need this connect to external teams or people? 
  11. If you selected Internal work Operations. What team members do you need them to report to? Where does the data come from? Would you like a management Dashboard to see an overview of multiple people/departments? 
  12. What is the question you are trying to answer? What decision are you trying to make based off of the information or use of your boards? 
  13. Is there any additional information that you consider important for us to know to meet the audit goal?

  14. Do we have access to all the 3rd party software?