Easy to Work With Ryan Nelson was amazing to work with. He quickly handled our requests, communicated with us frequently, and offered helpful solutions to meet our needs. The only reason I didn't rate this at 5 stars was because we would have liked a more in depth understanding of our business' processes to align to, where as some of the solutions provided seemed like they were previously used client templates with slight adjustments. With that said, we are still very happy with the work they did and would use them again in the future.

Huge gratitude for Workflow Magic We are SOOO grateful to Lydia and Victoria for helping Hollywood 4WRD unlock the power of Monday.com. Under their excellent coaching, guidance and support, our team transitioned from using the platform only as a checklist to a robust communication and project management tool. We are communicating more effectively now and working more efficiently, all thanks to the truly game-changing consultation from the Workflow Magic team. We've already referred several colleagues to them and truly can't recommend them strongly enough!

Great work, lots of patience and creativity We knew our monday.com implementation wasn't going to be easy. We needed to take processes, workflow, dashboards and CRM from multiple platforms and sources and merge them into a single environment. We transitioned spreadsheets, integrated Hubspot and created workflows from manual processes. Lydia patiently worked through a project that seemed to grow in size and scope as we went through (our end - we kept adding as we saw the capabilities come through). She had a clear understanding of how to use monday and guided us on how best to set it up and use it. She saved a tremendous amount of time (and money) in having to learn how to do it and build it ourselves. Highly recommend working with Lydia if you need help building and/or tweaking a monday.com environment.

Our firm worked directly with Ryan from… Our firm worked directly with Ryan from Workflow Magic. He built a data tracking / reporting dashboard for our financial planning company on Monday.com. Ryan was very thorough and collaborated with 3 of our team members on the project. Our team was very pleased with the experience and the outcome of the dashboard. Ryan consistently went above and beyond with his efforts to provide us with a top notch tool to use for our business. Highly recommend!

5 Stars Workflow Magic went above and beyond for our workflow redesign. They provided my team with an all encompassing plan to track our grants from the opportunities phase all the way through to our project completion. They took my scrambled ideas and made it into a comprehensive workflow and I cannot recommend them enough!