Project management platform

Monday.com/The Adaptavist Group B2B Outbound Sales Development

Meetings scheduled
23

About the company

Monday.com provides an AI first work platform used for projects, sales, marketing, IT, and engineering. The Adaptavist Group is a global services company that helps enterprises get more value from ecosystems such as Atlassian, AWS, Slack, and Monday.com.

Challenges

• Reach enterprise accounts across North America with very large seat potential

• Navigate multi-stakeholder cycles across IT, security, operations, finance, and line of business leaders

• Create clear value for cross-department adoption and platform standardisation

• Maintain credibility and trust for enterprise procurement and compliance reviews

Solutions

• Go to market plan focused on enterprise accounts in the United States and Canada with high user potential

• Account selection and buying group mapping for platform owners, department heads, procurement, and security reviewers

• Segment-specific message kits that highlight AI-assisted productivity, governance, and time to value

• Full multichannel outreach across phone, email, and LinkedIn with concise first touch context and relevance to each stakeholder

• Partner motion with The Adaptavist Group to offer implementation, integration, and enablement pathways that reduce risk and accelerate adoption

• Rigorous meeting qualification and handover with detailed briefs

Performance

• 23 qualified meetings with enterprise accounts in the United States and Canada

• Coverage of Big Tech and adjacent large enterprises with high potential user counts

• Consistent week-by-week booking pace and clean pipeline handoffs

Outcomes

• Validated demand for AI-assisted work management at enterprise scale

• Clear pathways for services-led adoption through The Adaptavist Group

• Reusable outreach playbooks and message kits for future enterprise campaigns

Key metrics

• Meetings scheduled -23

• Regions United States and Canada

• Account tier enterprise with high potential user counts

• Verticals tech and startup, enterprise, SaaS, fintech, FMCG

• Channels phone, email, LinkedIn

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