Three fixed-price ways to get your customer live on monday.com.
A reference for monday.com account managers. Every package is fixed scope and fixed price, agreed in writing before work starts, so you always know what you are referring and what it costs.
Product illustration of the monday.com platform.
Not sure which one? Answer three questions.
Pick the closest option for your customer. The recommendation updates as you go, and selecting it highlights that package throughout this page.
Pick a package to highlight it across this page.
Every package covers discovery, solution design, build, testing, training and handover. What changes is the scope of what gets built.
What is included in each package.
A dash means the item is not part of that package's standard scope. Anything not listed here is quoted separately.
| Inclusion | Silver | CRM | Gold |
|---|---|---|---|
| Price (AUD, fixed) | $7,500 | $9,000 | $12,000 |
| Engagement hours | 25 | 30 | 40 |
| Departmental workflows | 1 | CRM only | 2 |
| Requirements discovery and solution design | Yes | Yes | Yes |
| Board build, automations and configuration | Yes | Yes | Yes |
| Contact, account and deal pipeline setup | – | Yes | – |
| Lead capture, stages and automation workflows | – | Yes | – |
| Email sync and activity logging | – | Yes | – |
| Dashboard and reporting setup | – | Yes | – |
| Cross-board connections and dependency mapping | – | – | Yes |
| User training and handover documentation | Yes | Yes | Yes |
| Post-launch support window | Yes | Yes | Yes |
| Hypercare (2 weeks, 4 dedicated hours) | – | – | Yes |
What sits outside a fixed-price package.
Worth setting expectations early. None of the following is included as standard, and all of it can be quoted.
Quoted separately
- Third-party integrations, API connections and bespoke automation beyond the standard platform toolset
- Data migration from another CRM
- Additional workflow boards beyond the package scope
- Ongoing managed service and support retainers
How the engagement works
- Scoped and agreed in writing before commencement
- Out-of-scope work is quoted separately, never assumed
- Packages can be tailored, so raise anything unusual early
- Custom integration and API work is assessed on complexity
The same framework behind every package.
Structured, transparent and fixed scope, from first workshop through to handover.
Discovery phase
Design, plan, build, test
Deployment phase
Referring a customer takes one email.
Send the customer name, the problem they described and the package you think fits. Wisely takes it from there and keeps you in the loop.
Book a scoping call
Customer receives a proposal
Live on monday.com
Your Wisely team.
Start with business development for a new referral, or consulting if you want a second opinion on scope before you send it.
Wisely is a monday.com Platinum Partner, the highest accreditation monday.com awards to delivery partners in APAC. Every engagement is delivered by certified consultants across New Zealand and Australia. wiselyglobal.tech