Fractional Ops × Monday CRM
Sales Collaboration Presentation
A one-page brief on who we are, what we've done so far, and what we can offer prospects together in the next 90 days.
Meet Corey
Bringing Top 1% CRM solutions to Monday users is an organic next step
Trusted by the Best
We're certified Affiliate and Solution Partners with the top sales tools
Goals of our expanding Monday Relationship
Monday CRM Gets
- →RevOps services that consume AI credits
- →Superior agent expertise
- →Focus + sales/demo strength
Goal
Work towards being monday CRM’s #1
- →HubSpot-to-Monday migration partner
- →AI revenue systems partner
- →Custom/complex use-case partner
- →Become a Platinum Channel Partner
Where the partnership is — and where we want to take it
Primary CRM Supported
- Sourced/Partner Led ARR (2025)$171,960
- Co-Sell/Intros from HubSpot0
- HubSpot RevOps & Fractional Services (2025)$1MM+
Current Client Base
Industries
Software Breakdown
50%
10%
20%- No CRM
(or basic like Notion, Nutshell, HighLevel, ClickUp, Productive, etc)20%
Product Familiarity
Expert
Expert
Expert- Expert
Expert
Expert
Expert
Services Model
Top 3 Client Engagement Types
(Avg Revenue)
- $6k–$20kMRR
Single Projects
consume monday AI credits - AI Workflows/Systems - Custom AI App Development
$3.5k–$10k+MRRFractional Experts
COO, CRO, CFO, Integrators, Controllers, GTMEs, Solution Architects
$2.5k–15k+MRR
Biggest Opportunity for 2026+
- →Simplified and Centralized AI solutions
- →One platform across all departments
- →"Pilot to Production" in days
- →Back to basics (Systems & Processes)
- →A Grand Slam 'offer'
Our first 4 months together
Progress toward matching 2025 HubSpot ARR
Progress toward Monday Platinum Channel Partner status
ARR
$70,635
(33% or $23,571 in AI Credits)
TCV
$152,480
| Client | Seats (TCV) | AI Credits (TCV) |
|---|---|---|
| Freeport Industries | $15,622 | $4,721 |
| Nelson Industrial | $48,744 | $45,901 |
| Precision Content | $30,382 | $7,098 |
The team behind the partnership
Sales Motion Owner
Founder Led
Corey Peck
Supporting Team
(1x) Head of GTM · (1×) monday Demo Solution Architect · (2×) GTMEs · (1x) Video Editor
2026 Planned Marketing Tactics
- →Cold Outbound (~$150k/yr software system)
- →Weekly LinkedIn Content
- →Podcasts
- →Speaking Engagements (spoke with ~100 CEOs in April)
Implementation Capacity (Monday Accounts)
Current bandwidth: 7 new accounts
Next Monday support hires: (1×) AI Agent Dev, (1×) RevOps Solution Architect
Target concurrent RevOps implementations by Dec 31, 2026: 10
The next 90 days
Source & sign 7 Monday CRM customers
In the first 30 days (NII and Freeport already closed)
Run the first co-hosted webinar together (with a co-offer)
Demo pre-built AI solutions to new clients
+ Offer Free POC + Offer Free 5 hours of consulting
Proposed Co-sell Offer.
Free Offer
Your next 90 days could be so much better.
Bring us your most frustrating part of the business. We'll build you a working AI system as a Proof of Concept inside monday CRM.
Book Your Free Proof of ConceptMeet
For mid-sized B2B companiesThe only AI Revenue Platform built inside monday.comHelping sales teams make monday CRM their #1 revenue driver.
Admin, done. Focus on high-payoff activities only.
- For salespeople
- For sales leaders
- For executives
Pre-Call Brief
Before each meeting, Claire shows one clear view with who's attending, what was said last time, current deal stage and amount, risks to watch for, and a suggested call plan with key questions. Reps stop hunting through CRM, notes, email, and LinkedIn tabs to get ready.
Let's add some Monday users to the Wall of Love
"Exceeded my expectations. These systems are truly results-driven, and we saw measurable impact almost immediately. I tell peers the same thing every time: you need to talk to Fractional Ops — they've been a key part of our success."
Tyson Eckess
President / Owner
IRON 5 Equipment & Repair
"We have tripled the number of leads we can realistically reach out to in any given month. The ideas and direction I get are always thoughtful, smart, and extremely actionable."
Jon Faller
Founder & President
Faller Real Estate
"It's such a relief working with someone who just gets it. When I go into meetings now, everything just adds up — the numbers make sense and the reports are solid."
Jean-Claude Rochat
Owner & President
Arborist Now
"My CRM and lead gen run smoothly now. Working alongside ops experts means issues or my wish-list items get done right away."
Michael Goodwin
Co-Founder
Rise73
"I finally have a clear picture of what's going on with our campaigns. Everything's organized, easy to see, and it's made my day-to-day a lot smoother."
Patrick Wilson
Director of Corporate Services
Site Selection Group
"I finally have a clear, accurate picture of our financials and overall business health. I feel confident in where things stand and clear on what to focus on each month."
Trent Floyd
President
Algiere Hospitality
"I wish we'd engaged Fractional Ops much sooner. My team is now clear on what they must do and we finally have the data to make better, quicker decisions."
Chris MacMillan
Chief Revenue Officer & Co-Founder
Precision Content
"Working with Fractional Ops is a significant advantage; they quickly pointed out areas for improvement I hadn't even considered, and helped me see real results fast."
Jeffrey Hasham
Chief Executive Officer
Redishred Capital Corp
"I was thoroughly impressed within the very first month. Their sense of urgency and eagerness to drive results has my team engaged and excited."
Jeff Nelson
President
Nelson Industrial Inc.
"Fractional Ops supports my operational challenges with unmatched precision and focus. Now I quickly implement systems associated with profitable and efficient gains."
Paulo Salomao
Founder & CEO
King Ursa Inc.
"My team is finally united around a clear strategy with measurable results and assigned priorities. The CRO and Ops Experts give me confidence and clarity I didn't see before."
Jason McGuire
Owner
Real Property Management
"Now my sales process feels streamlined and connected instead of manual and scattered. I finally have an efficient end-to-end system that supports real sales enablement."
Chris Vecchiola
Director of Growth and Innovation
Scribcor Global