Our Process
Clarity before complexity. We’ve refined a straightforward approach that turns chaotic workflows into connected, easy-to-use systems — from your first call to full adoption.
We start by listening: understanding how your team works, what slows you down, and where your systems fall apart. Then we translate that insight into a structured plan using proprietary Monday.com templates shaped by years of real-world experience.
Every build is customized to your workflow, your pace, and your people. Executives get the visibility they need; teams get the simplicity they deserve.
From kickoff through training, our goal is to move you from scattered and reactive to connected and proactive — in 21 days or less.
Your Mustard Onboarding Plan
A concise, human-first rollout that turns clunky processes into a connected workspace your team will actually use.
Kickoff (When You Call)
Intake & consultation. Align on goals, success criteria, and point of contact.
Demo & Scope (Right After Call)
Review our proprietary Monday.com templates, confirm scope and access.
Proposal & Plan (2–3 Days)
Receive tailored plan & pricing for Seed, Grow, or Harvest.
Build & Implementation (Days 1–21)
Signed scope & NDA → rapid build. Milestone reviews with your POC.
Training & Launch (Week 3–4)
Role-based training, SOPs, and executive dashboards ready for launch.
Adoption & Support (Month 1+)
Ongoing support or retainer. Harvest: first year included. AI add-ons available.