Case Study: Geo-Home achieves a streamlined home healthcare app launch and prioritized team organization with monday.com

Geo-Home - Customer Case Study

GEOHome is launching a new home-healthcare app and needed a way to coordinate company-wide efforts — from conferences and lead follow-ups to sales initiatives, partnerships, marketing and operations — without falling into "Excel hell." The challenge was keeping tasks prioritized, visible, and on deadline across multiple teams while managing clients and growth activities.

They adopted a versatile monday.com template that breaks the launch into six categories (Marketing/Research, Sales & Tools, Sales, HR, Operations, Client Services), with daily priority updates and clear due dates. The result: streamlined workflows, easier follow-up and prioritization, better time-focused execution, and smoother collaboration — a practical, common-sense organization that Joe Melton credits with driving their launch success.

Geo-Home

Joe Melton

Geo-Home