Monday for digital marketing agency

Platform discussions
1

We run a digital marketing agency that offers retainer solutions for SEO, Google Ads, and Paid Social.

I’m a bit unsure about the best way to structure our Monday.com setup so that it can scale effectively.

My initial thought is to create a board for each client to gather all tasks, files, etc., related to the specific project.

However, this creates a challenge. I can’t generate a consolidated workload in Monday.com, as there are more than 20 boards, and workload management is very important for us. Additionally, I constantly have to select boards in various widgets because we add and remove boards for clients as they come and go.

Is there anyone else who could share how they’ve structured their setup in a similar situation?

2

I usually set up a main board where I can see all tasks from every client in one place. This way, I’m not jumping between a ton of boards all the time—keeps things way more manageable, especially when clients come and go.

5

You can view multiple boards in one place with Multi-board mirroring. This feature allows for the simultaneous viewing of multiple boards. Here is a quick five min read on how to set it up: https://support.monday.com/hc/en-us/articles/4403442212498-Multi-board-mirroring

6

To scale your Monday.com setup:

  1. Create a Master Dashboard to see all tasks from client boards.
  2. Set up automations to gather info in one place for easy tracking.
  3. Use templates for quick client setup.
  4. Organize with views and permissions for better control.

Agencies like Hikemytraffic®, GoBranding and EchoVME may have useful tips for this.

7

I’ve had great experiences with Hikemytraffic® and GoBranding, both of which helped streamline workflows, optimize automations and improve client setup efficiency on Monday.com.