Fractional Ops × monday CRM
A one-page brief on who we are, what we've done so far, and how we can help increase your pipeline velocity with an AI native CRM partner.
Meet Corey
Bringing Top 1% CRM solutions to monday CRM users is an organic next step
Trusted by the Best
We're certified Affiliate and Solution Partners with the top sales tools
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)
Why us instead of the partner you already use
01
We ALSO sell RevOps, sales, and marketing services. This work drives growing agentic credit consumption in your accounts.
02
(We've been told) We build and run AI Agents better than the current partner book.
03
- We are hungry, strong at sales and demos, and our tooling spins up a custom demo account fast.
- Bring us a prospect, and we'll bring back a working demo that consumes AI Credits.
The process for helping companies grow.
Design
Human + AI workflow design
Build
Two ways to work together
Deliver, Train & Maintain
Success assurance
Three CRM customers we are proud of (TCV $152,480)
$48,744 ARR
NAM · plus $45,901 in AI credits
- Before
- Second-gen CEO is modernizing a 50-year-old private company.
- Problem
- Processes live in people's heads, and monday didn't reflect the industry-specific nuances, so nobody used it.
- What we did
- Enterprise upgrade with AI added.
- Vibe apps reflect how they work; Agents do all the admin in-between steps.
- Closed inside 24 hours of the demo.
$30,382 ARR
NAM · plus $7,098 in AI credits
- Before
- CEO/CRO co-founders on ClickUp + HubSpot to close and run $1M Enterprise projects.
- Problem
- Scoping and proposals take forever. Projects had so many tasks, stories, epics, and client meetings that timelines stretched and milestone payments were delayed.
- What we did
- Consolidated into one system.
- Added AI Agents to create epics, stories, updates, emails, and timeline changes in monday Work Management within minutes of meetings.
- Built Vibe apps to generate proposals, SOWs, and status updates for enterprise clients.
- Now we run it on retainer.
$15,622 ARR
NAM · plus $4,721 in AI credits
- Before
- The CEO of a growing construction company running EOS is frustrated with processes not being followed, prospecting not being completed, and numbers missing at each weekly meeting.
- Problem
- Leadership kept using Claude to build robust SOPs, but the day-to-day system didn't look like or reflect those processes at all.
- What we did
- Added targeted outbound systems synced to monday CRM (email, LinkedIn, phone).
- Built custom apps and AI agents inside monday to create a UI and automatic admin completion that reflects the SOPs.
- Agents pull KPIs/KLIs and sync them with their Ninety.io Weekly Scorecard.
Bring us in when you hear this on a call
“We run on EOS/Are implementing EOS”
“Does it work with Clay / Smartlead / Instantly / HeyReach?”
“This is my Integrator / This is my fractional CXO”
“We are on HubSpot/Salesforce, and the renewal is coming up.”
“We do not have anyone to run it after go live.”
“We can't trust our numbers”
“Moving our data sounds painful.”
“We want AI but we do not know where to start.”
“Our process is custom and nobody gets it.”
“Our reps will not update the CRM.”
“We need pipeline, not just a CRM.”
“Can you show us this in our industry?”
“Nobody follows the processes”
“We need more sales”
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.
Meet
For mid-sized B2B companiesThe only AI Revenue Platform built inside monday.comHelping sales teams make monday CRM their #1 revenue driver.
coming soon
🎁 Offer one of these to your prospects
Free Offer
Try (AI) before you buy.
Bring us your most frustrating part of the business. We'll build you a working AI enabled demo in monday CRM.
Book Your Free Proof of ConceptFree Offer
1-click Implementation
Sign up to monday CRM and get WorkCurrent AI for free.
Book Your Free Proof of ConceptLet'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