This marketing agency management template is very special, because it was built based on Tara’s personal experience working at a marketing agency for 5 years and managing campaigns in monday.com.
This monday.com marketing template gives you a complete operational system to manage clients, projects, campaigns, and daily work inside monday.com.
This template is built for marketing professionals working with multiple clients who need visibility across all aspects of campaign and client management, from onboarding to ongoing delivery and large campaigns.
You’ll be able to:
- See all clients in one high-level board
- Manage recurring and one-time tasks in a central task board
- Track social media production with progress stages
- Launch campaigns that automatically generate all related tasks
- Use dashboards for internal visibility and client reporting
What’s Included:
- Big Picture (Clients) Board
- Task Board (Main Hub)
- Recurring Tasks Board
- One-Time Tasks Structure
- Social Media Task Management Setup
- Campaigns / Projects Board
- Client Insights Dashboard
- Setup Instructions
- 1-hour of kickoff call
- 2 hours of implementation and/or customization
Need help getting started? Contact us.
Note: This template follows the same setup demonstrated in THIS VIDEO.