Monday.com Agency Workspace Setup — Boards, Automations & Slack Integration
Worldwide
I run a marketing agency. I need an experienced Monday.com specialist to build a clean, organised workspace from scratch for a team of 7–8 people. The workspace needs to cover: Client CRM — master database with each client's details (doctor name, practice, address, contacts, assigned team members) Client Health Dashboard — KPIs, health status (Red / Orange / Green), ad spend, leads, and bookings Appointment Setter Tracker — weekly performance per setter (calls, bookings, show rate, conversion rate) Content & Fulfillment Board — daily task management across two offers Client Onboarding Pipeline — structured checklist for onboarding new clients Paid Ads & Lead Pipeline — track prospects, follow-ups, ad spend, CAC, and LTV Agency Cost Tracker — software, team, and operating costs P&L Dashboard — revenue, costs, and profit summary All boards should be interconnected. Slack notifications for key status changes required. Google Drive link columns needed throughout. Full detailed blueprint will be shared upon hiring. Budget: $300 fixed price. Timeline: 7–10 days. To apply, please share an example of a Monday.com workspace you have previously built. Proposals without examples will not be considered.
$300.00
Fixed-price- IntermediateExperience Level
- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:20 to 50
- Last viewed by client:6 days ago
- Interviewing:2
- Invites sent:0
- Unanswered invites:0
About the client
- GBRLondon10:27 PM
- $520 total spent6 hires, 3 active
- 14 hours
- Sales & MarketingSmall company (2-9 people)
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