• Discovery session to understand your processes, pain points and objectives

• Workspace and board designs tailored to marketing workflows

• Configuration of dashboards, automations and integrations

• Structured workspace governance

Depending on your team’s needs, your monday.com workspace might include:

• Campaign planning boards

• Content calendars

• Marketing request/intake boards

• Project planning and status tracking boards

• Team capacity and resource planning

• Reporting dashboards (eg workload, delivery timelines, priorities)

Each setup is customised to your processes, not a generic template.

• Improved visibility: Clear oversight of priorities, timelines and ownership

• Less admin: Automations handle repetitive tasks and nudge work forward

• Better consistency: Standardised workflows reduce bottlenecks and confusion

• Happier teams: Everyone knows what’s happening, when work is due and who’s responsible

• Scalability: A set-up that grows with your team without becoming messy or unmanageable

Your project can include any or all of the following:

• Custom-designed workspace structure

• Board creation and configuration

• Automations and integrations

• Dashboard setup

• Training for your team

• Documentation for admins and power users

• Optional follow-up optimisation

This service is ideal for teams who:

• Are new to monday.com and want to get it right from the start

• Have an existing workspace that feels chaotic, inconsistent or underused

• Need marketing-friendly structures

• Want to reduce time spent manually tracking work

• Are scaling and need a better operational foundation