monday.com Setup
Sales and delivery in one system, with every lead, deal, project, retainer and deliverable connected.
Read MoreSystems, Automation & AI For Agencies & Events
Every lead, project and retainer in one place, so you can see what's booked, who's on it and what's due.
5.0 From 25 Google Reviews
monday.com Bronze Partner
What We Usually See
Sound Familiar?
- Leads in one place and projects in another.
- No clear view of who on the team has capacity.
- Retainers and recurring work kept in someone's head.
- Deliverables and deadlines chased over email.
- No idea which clients or projects actually make money.
- A monday.com account someone set up that never went anywhere.
How We Help
What We Build For Agencies & Events
Sometimes that's a full system in monday.com. Other times it's one workflow automated, or AI taking over a job that's done by hand today. We start with how your business runs, then build only what it needs.
Automation & Integrations
A won deal becomes a retainer or a one-off project on its own, with the tasks, deadlines and billing milestones set up underneath.
Read MoreAI Workflows & Agents
AI that writes client updates from the work that's been done and answers questions like “which retainers are over their hours this month?”
Read MoreClient Story
Video Production Agency
Client case studies on how we have helped.
The Challenge
A monday.com account someone tried to set up that never went anywhere: no pipeline, no project plan, no view of what's booked.
What We Built
Sales and delivery in one system: a won deal becomes a retainer or a one-off project automatically, with shoot days and tasks underneath.
The Result
Sales and production on the same boards, and the system has scaled with them as they've grown.
Free On YouTube
Watch Us Build monday.com For Agencies
17 videos from our YouTube channel, covering projects, resourcing, retainers, time tracking, billing milestones and the sales process.
