Construction Company Using Monday.com

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A Construction Company focused on managing commercial and residential projects, subcontractors, and field operations. By leveraging Monday.com Work Management, CRM workflows, and automated lead intake from website forms and advertising platforms, the company ensures fast response to inquiries, streamlined project setup, and full visibility from first contact to project closeout.

The construction firm was receiving project inquiries and bid requests from multiple sources, including website forms, Facebook ads, and paid search campaigns. Disconnected intake processes and manual follow-ups were causing:

• Lost or delayed project inquiries 
• Slow response times to high-intent leads 
• Manual data entry from multiple intake sources 
• Poor visibility from first inquiry to signed contract 
• Inconsistent handoff between sales and project teams 
• Limited scalability during high lead volume periods
   

Alfafam Management Consulting designed and implemented a centralized, automation-first Monday.com ecosystem, connecting all lead intake sources directly into Monday CRM and flowing seamlessly into project management workflows.

• Monday.com CRM – Centralized lead, client, and project management 
• Monday.com Work Management – Project execution and task coordination 
• Monday Automations – Status-based triggers, alerts, and workflow enforcement 
• Zapier – Integrations with website forms, Facebook Lead Ads, and ad platforms 
• DocuSign – Contracts, proposals, and change orders 
• Accounting & Estimating Tools – QuickBooks, Procore, or estimating software 
• Ad Platforms & Forms – Website forms, Facebook Lead Ads, Google Ads
   

• Connected website contact forms directly to Monday CRM 
• Integrated Facebook Lead Ads and paid ad funnels via Zapier 
• Auto-created new leads in Monday with source tracking (website, Facebook, Google) 
• Applied deduplication and validation logic to prevent duplicate records 
• Ensured real-time lead capture with zero manual data entry
   

Custom Monday CRM pipelines for:

• New inquiries 
• Qualification & site visit 
• Estimating & proposal 
• Contract sent 
• Won / lost
   

Automations included:

• Instant lead assignment based on service type and location 
• SLA-based alerts for unanswered leads 
• Automatic follow-up tasks and reminders
   

• Automatic project board creation once a deal is marked Won 
• Pre-built task templates generated per project type 
• Seamless handoff from sales to project management teams 
• Linked records between client, deal, and project boards
   

• Mobile-friendly Monday boards for field supervisors
   
• Real-time updates for: 
  • Daily logs 
  • Photos and site notes 
  • Safety observations
     
• Centralized storage for: 
  • Permits 
  • Inspection reports 
  • Change orders
     

Real-time dashboards showing:

• Lead response times by source 
• Conversion rates from inquiry to contract 
• Active project status and timelines 
• Sales and project team performance
   

Full visibility from first form submission to project completion.

✅ No lost leads from website or ad campaigns
✅ Faster response to high-intent construction inquiries
✅ Cleaner sales-to-project handoff
✅ Reduced manual data entry
✅ Improved close rates through faster follow-up
✅ Scalable lead intake during high-volume ad periods

By implementing an automated Monday.com lead intake and project management system, Alfafam Management Consulting enabled the construction company to:

• Capture every inquiry in real time from all digital channels 
• Respond faster and more consistently to potential clients 
• Eliminate friction between sales and operations 
• Scale marketing and project execution without operational chaos