Sales Automation Checklist
Get your team ready for success with Monday.com automations
Total setup time: ~3 hours | Weekly time saved per rep: 8-12 hours
PRIORITY 1 - Start Here (Week 1)
✓ Automatic Follow-Up Emails
What it does: When a lead hasn't responded in 3, 7, or 14 days, automatically send a follow-up email
Setup time: 45 minutes
Time saved: 5 hours/week per rep
Difficulty: Easy
Requirements: Free with Monday.com
Setup Steps:
Create email templates for day 3, 7, and 14
Set up automation: When status changes to 'Waiting for Response' + 3 days → send email
Add rep signature automatically
Test with one lead first
✓ Lead Assignment by Territory
What it does: New leads automatically assigned to the right rep based on location, industry, or deal size
Setup time: 30 minutes
Time saved: 2 hours/week
Difficulty: Easy
Requirements: Free with Monday.com
Setup Steps:
Define territory rules (zip code, state, industry)
Set up automation: When new lead is added → assign to [rep] if [criteria]
Create notification to assigned rep
Test with sample leads
PRIORITY 2 - Build Next (Week 2-3)
✓ Manager Deal Alerts
What it does: Notify sales manager when deal reaches specific threshold ($10K, $25K, etc.)
Setup time: 20 minutes
Time saved: 3 hours/week
Difficulty: Easy
Requirements: Free with Monday.com
Setup Steps:
Set deal value thresholds
Create automation: When deal value > $10,000 → notify manager
Include deal details in notification
Set up for multiple thresholds if needed
✓ Email Integration & Auto-Logging
What it does: All client emails automatically logged in CRM without manual entry
Setup time: 40 minutes
Time saved: 4 hours/week per rep
Difficulty: Medium
Requirements: Requires Monday.com + email integration
Setup Steps:
Connect Gmail/Outlook to Monday.com
Set rules for which emails to log
Link emails to contact records automatically
Train team on BCC address for manual logging
✓ Task Creation on Key Events
What it does: When prospect opens proposal or clicks link, create follow-up task for rep
Setup time: 35 minutes
Time saved: 2 hours/week per rep
Difficulty: Medium
Requirements: Requires email tracking tool
Setup Steps:
Set up proposal tracking (HubSpot, PandaDoc, etc.)
Create automation: When proposal opened → create task 'Follow up within 24hrs'
Assign to deal owner automatically
Set task priority to 'High'
PRIORITY 3 - Advanced (Week 4+)
✓ Data Enrichment on New Contacts
What it does: Automatically fill in missing phone numbers, job titles, company info from LinkedIn or databases
Setup time: 60 minutes
Time saved: 6 hours/week
Difficulty: Medium
Requirements: Requires integration (Apollo, etc.)
Setup Steps:
Choose data enrichment tool
Connect to Monday.com
Set automation: When contact added → enrich data
Review accuracy after first 10 contacts
✓ Won/Lost Deal Analysis
What it does: When deal closes, automatically send survey and move to reporting board
Setup time: 45 minutes
Time saved: 1 hour/week
Difficulty: Easy
Requirements: Free with Monday.com
Setup Steps:
Create 'Won' and 'Lost' deal boards
Set up automation: When status = 'Won' → move to Won board + notify team
Send automated survey to sales rep (why did we win?)
Compile monthly win/loss report
4 Week Implementation Timeline
Week 1: Set up follow-up emails + lead assignment
Week 2: Add manager alerts + email logging
Week 3: Build task automation on key events
Week 4: Test everything + train team before Thanksgiving
Expected Results
8-12 hours - Weekly time saved per rep
40-60 hours - Monthly time saved (5-person team)
$8-12K - Monthly value of reclaimed time
*Based on average sales rep hourly rate of $50 and 5-person team
Ready to Get Started?
You can implement these on your own, or we can set them up for you in 1-2 weeks.
✓ DIY Option: Use this checklist and Monday.com's automation builder
✓ Done-For-You: Our Starter CRM Package ($1,900) includes all Priority 1 & 2 automations + team training
✓ Ongoing Support: Silver/Gold/Platinum packages for monthly optimization and new automations
