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.comsetup 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?
I use this setup for managing content calendars, client campaigns, and lead tracking, and it works great. Automations help a lot with task assignments, and integrating forms for incoming client requests keeps things organized. If you're handling gmb seo campaigns, it's useful for tracking rankings, reviews, and post schedules in one place.