Implementation Timeline

A 5-phase migration plan spanning 4 weeks to fully implement the Monday CRM system with training, testing, and go-live milestones.

Phase
Week 1
Week 2
Week 3
Week 4
Week 5
1

Add Leads Board

Week 1
Week 1

Tasks

  • Create Leads board with all fields
  • Configure field types and options
  • Set up lead stage groups
  • Import existing lead data

Deliverables

  • Leads board live
  • All 20+ fields configured
  • 5 stage groups created
  • Historical data imported

Team

  • System Admin (lead)
  • Account Managers (training)
  • Data entry support
2

Update Opportunities

Week 1-2
Start
End

Tasks

  • Add contact collection fields
  • Add company collection fields
  • Configure Connect Board links
  • Backfill existing Opportunities

Deliverables

  • 10+ new fields added
  • All Connect fields configured
  • Existing data backfilled
  • Manual testing complete

Team

  • System Admin (lead)
  • Account Managers (testing)
  • CMO (approval testing)
3

Create Automation

Week 2
Week 2

Tasks

  • Build Make.com scenario
  • Implement 5-step workflow
  • Configure decision branches
  • Test edge cases

Deliverables

  • Make.com scenario deployed
  • Contact auto-creation working
  • Group auto-creation working
  • Deal creation automated

Team

  • Integration Specialist (lead)
  • System Admin (support)
  • QA testing team
4

Backfill Data

Week 3
Week 3

Tasks

  • Extract contact info from Opportunities
  • Create Contact records
  • Create Group records
  • Link all existing Deals

Deliverables

  • All Contacts created
  • All Groups created
  • 100% Deal linkage
  • Data validation passed

Team

  • Data Migration Specialist
  • Account Managers (validation)
  • QA team (verification)
5

Go Live

Week 4
🚀 LIVE

Tasks

  • Enable all automations
  • Final team training
  • Monitor for issues
  • Adjust as needed

Deliverables

  • System fully operational
  • All users trained
  • Dashboards active
  • Support process defined

Team

  • All stakeholders
  • On-call support
  • Executive sign-off

🎯 Success Metrics

📥 Leads

Entry within 24hrs 80%+
Lead → Opp Rate 30-40%
Avg Days in Lead <14 days

🎯 Opportunities

Complete Contact Info 100%
Auto Deal Creation 100%
Manual Deal Creation 0

📊 Data Quality

Duplicate Contacts 0
Duplicate Groups <5%
Deals Fully Linked 100%

📚 Training Requirements

Lead Management

30 min
  • How to enter new leads
  • Qualification criteria
  • Converting Lead → Opportunity
  • Lead status workflow

Contact/Group Entry

30 min
  • Collecting complete contact info
  • Auto-create vs manual
  • Searching existing records
  • Avoiding duplicates

Relationship Mgmt

30 min
  • Multiple Contacts per Group
  • Communication tracking
  • Updating contact info
  • Using dashboards