monday.com for Marketing
From campaign planning and creative production to client reporting and agency coordination, OrangeDot builds monday.com systems that give marketing teams and agencies the visibility and structure to deliver without the chaos.
The Challenge
Marketing teams move fast and manage more than most people see. When campaigns live in spreadsheets, creative requests come in through Slack, and client reporting is assembled manually every week, the team spends more time managing the work than doing it.
Campaign Management in Spreadsheets
Campaign briefs live in Google Docs, timelines in Sheets, and assets in Drive folders that nobody can find. Every status update requires a meeting or a Slack thread, and by the time the information reaches leadership it is already out of date.
No Cross-Channel Visibility
Paid, organic, email, and events are tracked in separate tools with separate owners. Nobody has a single view of what is running, what is performing, and what is behind. Campaign coordination becomes a daily negotiation instead of a shared plan.
Creative Production Bottlenecks
Creative requests come in from everywhere. Slack messages, email threads, and verbal asks pile up with no intake system, no prioritization, and no way to track where a request stands. Designers are interrupted constantly and deadlines get missed because nobody saw the request in time.
Client Reporting is Manual Work
Every reporting cycle means pulling data from five platforms, building it into a deck, and sending it before the client's weekly call. The process takes hours that should be spent optimizing campaigns. When something changes mid-week, the report is already wrong before it lands.
Budget Tracking Always Behind
Actual spend versus allocated budget lives in a spreadsheet that someone updates manually whenever they remember to. By the time leadership asks about budget health, the numbers are days behind and nobody is confident the figures are accurate enough to make a decision on.
Freelancer and Agency Coordination
External partners are managed through email chains and shared folders. Briefs get buried, feedback loops take days, and there is no shared view of what is in progress, what is waiting for review, and what is overdue. Internal bandwidth is consumed chasing external deliverables.
Success Stories
Marketing Operations · Manufacturing · Change Management
Regal Rexnord Achieves First-Ever Full Team Adoption of monday.com for Marketing Campaign Management
Regal Rexnord, a Fortune 1000 global manufacturer with 29,000+ employees, had already invested in monday.com but siloed teams, inconsistent processes, and an incomplete implementation had left adoption stalled. Different marketing teams ran duplicate campaigns targeting the same audiences with no shared visibility. OrangeDot built a two-tier system: a high-level overview board giving leadership real-time visibility into every campaign's status, timeline, and budget, and execution boards with campaign-type templates that auto-generate all required steps chronologically when a new campaign launches. Customized training built around Regal's specific workflows drove the company's first-ever full team adoption. Weekly reporting is now automatic and campaign-level data syncs to leadership without manual translation from any team member.
Read full case study →Marketing Operations · Hospitality · Workflow Automation
National Hospitality Group Cuts Email Volume by 40% and Saves 6-8 Hours Per Week After Automating 50+ Daily Marketing Requests
A national hospitality group managing dozens of resort and property brands was processing 50+ marketing requests per day across five disconnected systems. Each property tracked campaigns in its own way, with no shared view, no automated routing, and an inbox that added 50 new items before lunch. OrangeDot consolidated all properties into a single monday.com master board with dedicated property groups, standardized column schemas, and conditional role-based views. An AI-assisted email-to-board intake system was built to capture every request from a shared inbox, extract requestor data automatically, and trigger three-stage status notifications at receipt, in-progress, and completion. Email volume dropped 40% in the first four weeks. Team members recovered 6-8 hours per week that had been spent on manual inbox triage.
"It's already helping us stay more organized and making team communication a lot smoother. Everything's in one place now, and it's way easier to keep track of who's doing what and when."Read full case study →
Marketing Operations · Education Technology · monday.com Rescue
Frontline Education Replaces Hundreds of Unstable Boards with 13 and Recovers from a Five-Day Account Crash to Manage Campaigns at Full Scale
Frontline Education's marketing team deploys hundreds of campaigns per year. A rushed implementation by another consultant left critical gaps in the foundation. A Make integration configured to create one new monday.com board per campaign drove the board count into the hundreds, progressively degraded performance, and ultimately crashed the account for five full business days. OrangeDot started from scratch: a rigorous Discovery process, a clean-slate rebuild, and a three-tier campaign architecture organized around tactics rather than individual campaigns. The workspace went from hundreds of boards to 13. Automated timeline logic eliminated the weekly manual date calculations the team had been performing before every campaign launch. Resource management was added for the first time, giving team leads real-time visibility into capacity and workload across the full marketing operation.
Read full case study →Our Solution
Every engagement starts with understanding how your team actually works, not a generic marketing template. We build to your workflow, your clients, and your delivery process.
Campaign Planning and Execution
End-to-end campaign boards that connect strategy, channel execution, and delivery milestones in a single shared workspace. Every stakeholder sees the same live picture so status calls become optional.
Creative Request and Production Tracking
Structured intake boards with standardized forms that capture every request, route it to the right team member, and give requestors live visibility into where their asset stands without needing to ask.
Client Onboarding and Project Management
Agency onboarding pipelines that trigger automatically at contract signing, populate project boards, and send coordinated communications to clients and internal teams without manual intervention at each step.
Cross-Channel Performance Tracking
Unified campaign dashboards that pull together paid, organic, email, and event performance into one view. Leadership sees the full picture and channel owners see only what is relevant to their work.
Budget and Spend Management
Live budget boards that track actual versus allocated spend by campaign, channel, and vendor. When a budget line shifts, the update flows through the system automatically and leadership never works from stale numbers.
Freelancer and Partner Coordination
External collaboration boards that give freelancers and agency partners a structured workspace for briefs, feedback, and deliverable tracking without giving them access to internal operations or client data.
Key Workflows
These are the most common solutions OrangeDot deploys for marketing teams and agencies. Each one is customized to your team's actual process, not a one-size-fits-all template.
Campaign Launch Board
A unified launch timeline that connects every channel, milestone, and stakeholder for a single campaign. When a date shifts, all dependent tasks update automatically and every owner is notified without a manual cascade.
Creative Production Tracker
Intake form connected to a prioritized production queue. Submissions auto-route by asset type, generate confirmation notifications to requestors, and give designers a clear daily board without a single Slack message.
Client Onboarding Pipeline
Agency pipeline that fires automatically when a contract is signed. Internal tasks populate, client welcome communications go out, and a branded client workspace opens without any manual setup from your account team.
Marketing Request Intake
Structured intake board for all internal marketing requests, from campaign support to event collateral. Every request is logged, prioritized, assigned, and tracked through delivery so nothing gets lost in a Slack thread again.
Budget and Spend Dashboard
Live budget tracker that maps actual spend to allocations by campaign, channel, and vendor. Alerts fire automatically when a line approaches its limit so your team never discovers an overage after the fact.
Editorial and Content Calendar
Content calendar board that connects strategy, writing, design, approval, and publishing into one managed workflow. Every piece of content has an owner, a deadline, and a status that everyone on the team can see at a glance.
What Clients Say
"It's already helping us stay more organized and making team communication a lot smoother. Everything's in one place now, and it's way easier to keep track of who's doing what and when."
Kelsey Clarke
Marketing Team, National Hospitality Group
"Our teams had all invested in monday.com but everyone was using it differently with no shared visibility. OrangeDot built a system that finally got every team working from the same place. Adoption we never achieved before happened in weeks."
Marketing Operations Manager
Fortune 1000 Global Manufacturer
"We had hundreds of boards and a crashed account. OrangeDot came in, rebuilt everything from scratch, and got us down to 13 boards that handle more campaigns than we were managing before. The difference is night and day."
Director of Marketing Operations
Education Technology Company
"We coordinate a team of 12 freelancers across six active campaigns. Before OrangeDot, every brief was an email chain and every revision was a mystery. Now every external partner works inside a structured board and we always know exactly where things stand."
Head of Creative Operations
Independent Marketing Studio
Integrations
OrangeDot connects monday.com with your marketing stack so data flows between platforms automatically and your team stops copying information between tools by hand.
Frequently Asked Questions
Can monday.com replace the tools our agency currently uses to manage clients?
For most agencies, yes. OrangeDot has helped agencies consolidate project management, client communication tracking, onboarding pipelines, and reporting into a single monday.com workspace, replacing four or five separate tools. The specific consolidation depends on your current stack and workflow, which we map in detail before building anything. Many agencies keep their specialist tools for ad management or analytics and connect those to monday.com through integrations we build as part of the engagement.
How does OrangeDot build a creative request system in monday.com?
We build a structured intake form that captures all the information designers need before starting a request: asset type, dimensions, campaign context, deadline, and any reference materials. Submissions automatically create items on a production board, route to the correct designer based on the asset type, and send confirmation notifications to the requestor. Designers start each day with a prioritized queue instead of triaging a Slack inbox. Review and approval loops run inside monday.com so all feedback is logged and version history is maintained in one place.
Can monday.com pull performance data from our ad platforms and analytics tools?
monday.com connects to Google Analytics, Meta Ads, Google Ads, and other platforms through integrations that can surface key metrics directly into campaign boards and dashboards. OrangeDot builds these connections as part of our performance tracking setups so your team sees relevant data without switching tools. For more complex reporting needs, we also build automations that pull data on a defined schedule and populate summary views leadership can access in real time.
How long does a marketing team implementation typically take?
Two to five weeks depending on scope. A focused creative production board or campaign launch tracker typically takes two to three weeks. A full agency operations build, including client onboarding, project delivery, reporting, and budget tracking, takes four to five weeks. OrangeDot maps your actual workflow before building anything and runs testing in a sandbox environment before go-live so your team is always working in a system that has been validated against your real process.
Can we give clients visibility into project boards without exposing internal information?
Yes. monday.com supports guest access that gives clients a view into specific boards, columns, or dashboards without seeing your internal operations, team communications, or other client accounts. OrangeDot designs client-facing boards specifically to show the information clients need, formatted for external visibility, while keeping internal notes, cost tracking, and team discussions in separate internal-only spaces. Clients get the transparency they want and your team keeps the privacy it needs.
Let's talk about how OrangeDot can build a system that gives your team the structure to deliver faster, report more clearly, and stop losing work to disconnected tools.
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