Case Study: Oh Hello Promo achieves streamlined sales tracking and easy team onboarding with monday.com

Oh, Hello Promo - Customer Case Study

Oh Hello Promo, led by Kayla Benda, needed a better way to prioritize and track incoming sales across a remote team. With multiple clients and dispersed staff, they were losing visibility into who was responsible for each deal and where projects stood in the sales process.

They adopted a monday template organized by sales stage with assigned lead salespeople, support staff, status fields, and sections for closed projects and follow‑ups, creating a single source of truth. The result was faster onboarding, scalable growth, clearer accountability, and the ability to manage many clients and projects without confusion.

Oh, Hello Promo

Kayla Benda

Oh, Hello Promo