You're all set. Here's everything.
Your templates, expert setup videos, and AI customization resources are all here. Start with your free trial so your templates have somewhere to go. Then work through everything else in any order.
Start your free Monday.com trial
Templates import straight into your Monday account, so this comes first. It opens in a new tab. Come back here once you're in.
Start My Free TrialTakes 2 minutes · No credit card required
Import your template
One click installs a pre-built system into your new account. Boards, columns, and automations included.
Go to templatesWatch the setup videos
See how we customize a Monday account for clients, then use AI to make it fit your business.
Go to videosWatch how we set up Monday.com for our clients.
These are the same walkthroughs we use internally. Watch them once and you'll know exactly how to get your account configured.
The complete setup: CRM, projects, and AI
A full walkthrough of how we build a client pipeline and project tracker in Monday.com, then use AI to customize it for your business.
How to use Claude to build and customize your Monday setup.
You don't need a developer or a consultant. These videos show you how to use AI tools you already have to configure Monday for your specific business.
Using AI to build your Monday.com account
How to hand Claude a description of your business and get back boards, columns, and automations you can put to work right away.
Pre-built systems, ready to import.
Click any template below to import it directly into your Monday.com account. Each one is pre-configured for that industry. Not a blank board, but a working system.
Industry templates are rolling out over the next few weeks. Don't wait on yours. Import the General Business Operating System today. It covers your pipeline, projects, and team, and your industry template can be added to the same account when it's ready. We'll email you the moment it's live.
General Business Operating System
CRM, project tracker, and team management boards.
Insurance Agency CRM
Client pipeline, renewal tracking at 120/90/60/30 days, carrier management.
Construction & Trades
Job management, subcontractor tracking, crew scheduling.
Consulting Firm
Sales pipeline, client engagements, renewal tracking.
Marketing Team
Request intake, campaign tracker, content calendar, leadership dashboard.
Marketing Agency
Client accounts, deliverable tracking, retainer management.
Real Estate Team
Buyers list, listing pipeline, transaction coordination.
Importing a template requires a Monday.com account. Don't have one yet? Start your free trial first, then come back and click Import.
Want us to walk through this with you?
Book your free 1-hour session with an Elevate expert. We'll review your setup, answer your questions, and make sure Monday is configured for your specific business, not just a generic demo.
Book My Free ConsultationHaven't started your trial yet?
Your free Monday.com trial is 14 days, no credit card required. Import your templates the moment your account is live.
Start My Free Monday.com TrialTakes 2 minutes · No credit card required · Cancel anytime