A three-channel campaign validated enterprise demand for a leading AI work management platform

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

• Channels phone, email, LinkedIn