10 Tips for Choosing the Right Monday.com Consultant

Whether you’re streamlining project management or scaling operations, Monday.com can be a game-changer. But to unlock its full potential, you’ll want an expert by your side. A good Monday.com expert doesn’t just implement workflows—they help future-proof your business processes. Here are 10 practical tips to help you choose the right one.

1. Define Your Goals First

Before hiring a consultant, get crystal clear on what you want from Monday.com. Are you building a CRM? Automating task management? Integrating with other tools? Clear goals help you assess if a consultant has the right experience.

2. Check for Platform Certification

Look for consultants who are Monday.com certified. While not mandatory, certification shows they’ve gone through official training and are up to date on the platform’s latest capabilities.

3. Ask for Industry-Specific Experience

A consultant who has worked in your industry will better understand your workflows, jargon, and bottlenecks. Whether you’re in real estate, marketing, SaaS, or logistics, experience in your niche is a huge plus.

4. Review Their Portfolio or Case Studies

A reputable Monday.com consultant should have a portfolio or case studies showing how they’ve helped clients improve efficiency, automate workflows, or increase collaboration.

5. Assess Integration Expertise

Monday.com integrates with tools like Slack, Gmail, Make, Zapier, and Salesforce. If you rely on other platforms, make sure your consultant knows how to connect them seamlessly with Monday.com.

6. Evaluate Their Communication Skills

You want someone who can translate technical concepts into simple language—and train your team without confusing them. During discovery calls, pay attention to how clearly they explain things.

7. Understand Their Onboarding Process

Ask about their step-by-step process. Do they conduct an audit first? Offer wireframes or prototypes? Provide documentation and training afterward? A transparent onboarding plan is essential.

8. Prioritize Automation and Efficiency Thinking

Great consultants don’t just build boards—they build automated systems that save you time. Ask how they approach workflow automation and what time savings they typically achieve for clients.

9. Check Reviews and Testimonials

Look for verified reviews on platforms like Clutch, Upwork, or LinkedIn. Pay attention to testimonials that mention problem-solving, ROI, and support quality.

10. Discuss Ongoing Support and Scalability

Your needs will evolve. Choose a consultant who offers ongoing support, system optimization, and the ability to scale your setup as your business grows.

Final Thought

Choosing the right Monday.com consultant is more than just hiring someone who knows the platform. You want a strategic partner who understands your business, solves real problems, and builds systems that last. Vet carefully, ask the right questions, and you’ll find a consultant who delivers measurable impact—not just flashy dashboards.