Thanks for requesting the Monday.com ROI & Automation Checklist — you can download it here:

👉 Download the checklist (attached)

This is a short, practical tool designed to help you quickly spot where time, effort, and capacity may be leaking inside your current workflows — and where automation can realistically improve ROI.

Inside the checklist, you’ll find:

Common workflow inefficiencies that quietly add admin overhead
Clear signals for when automation is worth pursuing (and when it’s not)
Real-world ROI benchmarks to help ground internal conversations

Most teams don’t struggle because the platform is lacking — they struggle because systems aren’t designed or revisited intentionally as teams grow. This checklist is meant to help you identify where that drift might be happening.

If questions come up as you review the checklist, just reply to this email. I’m happy to help.

Warmly,
Lori McColl
WHIM Innovation