Partner CRM

A net-new channel program with no system of record, no funnel definition, and no way to see which partners were going cold.

Four connected Monday.com boards — Agency Lead Pipeline, Active Partners, Outreach & Activities, and Partner Performance — with a ten-stage funnel, lead scoring, partner health scores, twelve automation recipes covering stale-lead alerts and stage-change logging, a KPI dashboard, and a fifty-seven agency import.

Gave a new channel program a working system of record and funnel definition from day one instead of improvising per partner.