Full RevOps System for Healthcare Company in Monday.com
Full RevOps system for a healthcare company in Monday.com — 5 phase physician onboarding boards, automated stage progression, executive sign-off gates, and live leadership dashboard.
The Problem
The company had a 90-page onboarding process for new physician clients but no system to manage it. Everything was tracked in spreadsheets and email threads. CSMs (Customer Success Managers) had no visibility into which clients were stuck at which stage, leadership couldn't see overall onboarding health, and tasks were regularly missed because there was no automated tracking or escalation. Scaling beyond 20 concurrent customers was impossible.
The Solution
Designed and built a complete Monday.com workspace with a leads pipeline, client onboarding tracker, and 5 sequential launch phase boards covering the full 90-day physician onboarding journey. Each phase board generates its own sub-tasks automatically when a client enters that phase. Built automated stage progression, executive sign-off gates, overdue chase systems with timeline impact emails, and a leadership dashboard pulling live KPIs across all boards.
How It Works
New physician lead enters the Leads Pipeline board and progresses through sales stages
When a deal closes → automatically creates a row in the Client Onboarding Tracker
Onboarding tracker moves the client through 5 sequential phases, each on its own board
Phase 1: Contracting & credentialing — auto-generates compliance tasks and document requests
Phase 2: Technical setup — integration tasks, EHR access, system configuration
Phase 3: Training — session scheduling, material delivery, competency sign-offs
Phase 4: Pilot launch — go-live checklist, monitoring tasks, feedback collection
Phase 5: Full deployment — scaling plan, performance review, ongoing support handoff
Executive sign-off gates prevent clients from advancing until leadership approves
Overdue tasks trigger automated chase emails with timeline impact to CSMs and leadership
Leadership dashboard shows stuck clients, CSM workload, go-live timelines, and onboarding health
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