Case Study: Lost Cabin Capital streamlines lead tracking and follow-ups with monday.com

Lost Cabin Capital - Customer Case Study

Lost Cabin Capital was struggling to manage leads and customers using a clunky TeamWork setup and sticky notes, which made follow-ups and record-keeping time-consuming and unreliable. They needed a simple way to track two customer types (potentials and won deals) and key info—decision-maker, internal owner, last/contact-again dates, contact method, demo status, proposal, payment and volume—so demos and follow-ups wouldn’t slip through the cracks.

Switching to a monday.com template gave the team an easy-to-update visual board that assigns responsibility, records contact history, and tracks demo progress and proposals. The result: monday.com became an essential tool, replaced lost sticky-note leads, improved organization and follow-ups, and helped the team consistently book demos and win more customers.

Lost Cabin Capital

Aaste Palczewski

Lost Cabin Capital