New Client Onboarding | Elevate Operations

Primary Contact

Company Name *

Full Name *

Job Title

Email *

Phone

Billing Contact

Billing Contact Name *

Billing Email *

Billing Address

Your Monday.com Account

Account Level *

Not sure? No problem. We'll confirm this together on the kickoff call.

Add Elevate to Your Monday.com Account

Recommended

To start building in your account right away, we'll need to be added as a user. We share one seat across the whole Elevate team, so this won't add any cost to your Monday.com plan. It uses a free guest or member seat that we manage on our end.

Watch: How to add a user to your Monday.com account

I've added the Elevate team to my Monday.com accountUse msateam@elevateops.io as the email address

No worries if you'd rather wait. We'll walk through it together on the kickoff call.

Your Team & Goals

Which teams or departments will we primarily be working with? *

List as many as apply. This helps us plan the right people and processes from day one.

What are your top goals for this engagement? *

No need to be formal. Just tell us what you're hoping to fix, build, or stop doing manually.

What does success look like at the end of this project? *

Tools & Documentation

Optional

Other tools or systems we should know about

Especially useful: integrations you're hoping to build, or tools you want to replace or connect to Monday.

Process documentation or workflow mapsUpload a filePDF, Word, PNG, or anything that describes how your team operates

Totally optional. If you have an org chart, a process map, or any documentation about how your team works, sharing it gives us a head start. No need to create anything new.

A Couple of Quick Acknowledgments

Call recording via Fireflies.ai *

We use Fireflies.ai to transcribe our meetings. It joins the call automatically and helps us track action items and stay on top of your project. It's visible in the participant list, and you can ask us to remove it at any time.

Works for meFeel free to use it on our callsI'd prefer not to use itWe'll take notes manually or use an approved alternativeLet's discuss on the kickoff callI have questions or restrictions I'd like to talk through first

AI tools in our work *

We use AI tools, including Claude, to assist with project planning, documentation, and account management. We never send your data to external AI models without your knowledge, and we're happy to work around any specific restrictions you have.

Works for meUse your best judgment on what helps the projectI have specific restrictionsMy organization has policies we'll need to work aroundLet's discuss on the kickoff callI want to understand more before deciding

Your information is kept private and shared only with your Elevate team.

Let's get to know your business before we kick off.