Webinar series proposal · monday.com × Fractional Ops
Revenue Systems on monday CRM
A five-part series covering the full revenue process in monday CRM — from first lead through close and handoff to delivery. Co-hosted by FractionalOps and monday.com.
- Format
- 60 minutes with demo and Q&A
- Structure
- Five webinar series
- TIMELINE
- September to October, 202
Why now
HubSpot is already running this play
This webinar topic is already something HubSpot is doing, but nobody is talking about it as it relates to monday.com
An unclaimed expansion motion
monday.com's Work Management customers think project management. Most do not know monday CRM is an agentic CRM. That is expansion revenue inside accounts you already own.
The AI narrative is being set without you
HubSpot is teaching the mid-market what AI agents in a CRM look like. Every quarter that continues, the category definition hardens around a competitor's product.
Partner-led is the proven format
HubSpot runs these sessions with a partner who brings the operating process. Fractional Ops brings the process; monday.com brings the platform.
What HubSpot is running now
Streamlined Selling: Close Deals Faster
Scoped to existing HubSpot customers. The goal is expansion inside current accounts.
https://offers.hubspot.com/streamlined-selling-webinarAI Agents on Your GTM Team
Co-hosted with solutions partner Six & Flow, who supply their own named framework.
https://offers.hubspot.com/ai-agents-on-your-gtm-teamThe series
Helping business leaders build reliable revenue processes in monday CRM from lead to close
Reliable Revenue Systems is a webinar series that walks through the entire revenue workflow. We start with the foundation, then cover top, mid and bottom funnel, and finish with a conversation-adjusted forecast.
WHY THIS TOPIC
Repositioning monday.com as a leading CRM with AI agents
- •monday.com is widely known as a project management tool and not yet understood as a CRM or as an agent platform.
- •monday.com currently has no dedicated CRM partner. Nobody is occupying this position.
- •WorkCurrent is the only monday.com partner that is also a HubSpot partner, so we can speak credibly to buyers already running HubSpot or Salesforce.
Episodes
Five system demos, one funnel at a time
With the core in place, each episode takes one stretch of the funnel and shows exactly how it works in a real monday environment.
How to structure your pipeline in monday.com so the data stays accurate
- Structure the pipeline, deal stages, stakeholder mapping and dashboards
- Put agents in place to keep records current
- Everything else depends on this being right first
Audience & roles
Who should attend
Who this is for
- CEOs, CROs and VPs of Sales at mid-sized companies, $20–150M revenue
- Companies running another CRM (HubSpot / Salesforce)
- monday Work Management customers who have not adopted monday CRM
- monday CRM customers under-using automation and AI
Who this is not for
Screened out of promotion and registration.
- Anyone director-level and below
- Anyone at a technology or software company
- Anyone at an IT consulting or IT build company
- Anyone whose company sells a CRM product
- Anyone who is a monday.com partner
- Anyone at a marketing agency
What we ask of monday.com
- One product specialist as co-presenter — roughly 15 minutes of live demo
- Review and sign-off on product messaging before promotion opens
- Co-branding on the landing page, slides and follow-up assets
- Two promotional sends to a defined customer segment
- Three LinkedIn posts promoting the series
- Lead share of the registrants
Fractional Ops owns everything else: content, the live builds, platform, hosting, moderation and all post-event follow-up.
Promotion
How we fill the room
The proposed promotion plan and targets for each episode.
Channels
- Fractional Ops CEO client base and newsletter list
- LinkedIn organic from both parties, plus paid to an ICP-matched audience
- One monday.com customer send to the agreed segment
- Partner ecosystem cross-promotion
- Post-event: gated on-demand page, clip series, written recap
Timeline
- Week -4Approval, landing page live, promotion opens
- Week -2Content lock, dry run with monday.com presenter
- Week -1Reminder sequence, LinkedIn paid push
- Week +1On-demand live, follow-up and lead handoff
Supplemental Audience
Reach we can activate now
Followers and contacts we already have access to before any paid spend.
Next steps
The ask
Three decisions get the series scheduled and promotion moving.
Approve the concept
Green-light the series topic, dates and promotion plan.
Confirm the monday speaker participant
One presenter for the top and tail of the webinar, to manage the Q&A, and to participate in the dry run.
Confirm the customer send
Agree the segment and send date so we can size promotion honestly.
What happens on approval
Within 5 days
Full run-of-show, landing page copy and promotional assets delivered for review.
Within 10 days
Registration opens and both promotional engines start.
Post-event
All leads shared with monday.com, with attribution reporting on sourced pipeline.