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?

1 Like
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.

9

I use this setup for managing content calendars.

10

we use a Master Workflow Board instead of separate boards. Tasks are tagged by client and service, with filtered dashboards for workload tracking. This keeps everything scalable, like agencies Webchutney, HikeMyTraffic® and iProspect.

12

We faced a similar challenge when managing multiple clients for SEO, Google Ads, and other digital marketing services. What worked best for us was creating a master dashboard in Monday.com that pulls data from individual client boards using mirrored columns and widgets. This gives a consolidated view of workloads without losing the granularity of each project.

To simplify scaling, we also developed standardized board templates for recurring processes like campaign tracking, SEO audits, and content calendars. This way, new boards can be spun up quickly while maintaining consistency.

If workload management is becoming difficult, you might also consider using integrations and automations to centralize updates—this reduces manual checks across multiple boards.

For businesses that want a more streamlined digital strategy, we’ve seen success combining strong project management setups with expert SEO and paid campaigns. If you’re looking for professional guidance, you can check out Kasper Infotech’s Digital Marketing Agency, where we provide tailored digital marketing solutions alongside optimized workflows.