Case Study: Make West achieves clear project visibility and on-schedule delivery with monday.com

Make West - Customer Case Study

Make West, a busy design and installation firm led by Travis Percival, faced difficulty keeping client projects visible and organized. Relying on scattered Google Drive/docs made it hard to track sales stages, timelines, priorities, ownership and install dates across the team.

They implemented a monday.com template to centralize project tracking—using Sales Stage and Project Phase columns, priority flags, install dates (synced to Google Calendar), checklists, mentions, and daily individual updates plus a weekly group review. The result is a clear visual snapshot of every project, better focus and scheduling, improved team alignment, easier invoicing/archive workflows, and significant time savings.

Make West

Travis Percival

Make West