Case Studies / Marketing Agencies

AGENCY PLANNING & DELIVERY HUB

We connected agency planning

to team delivery and client costs.

Agency planning, Delivery review and Commercial visibility connected in monday.com.

417Boom

Explore the project

Case Studies / Marketing Agencies

AGENCY PLANNING & DELIVERY HUB

We connected agency planning

to team delivery and client costs.

Agency planning, Delivery review and Commercial visibility connected in monday.com.

417Boom

Explore the project

01 / THE CHALLENGE

Client requests, team work and costs needed one planning view.

The agency's earlier workspace organized training and individual task lists, while delivery required a stronger relationship between client requests, planning, staff work, approvals, time, and cost. The migration needed to carry that operating context into monday.com.

The team needed a connected request-to-delivery structure across planning and team work.

BEFORE

Separate client and task views

ClickUp client work, training material, individual task lists, dashboards, and time records.

BOTTLENECK

Approval and cost context got separated

Planning needed to retain the client, assigned team, review decision and recorded time.

NEEDED

A planning board linking requests, teams and reviews

A connected request-to-delivery structure across planning and team work.

PRIORITY

Keep client, planning request and team work item linked as work moves between roles.

Agency planning

Delivery review

01 / THE CHALLENGE

Client requests, team work and costs needed one planning view.

The team needed a connected request-to-delivery structure across planning and team work.

BEFORE

Separate client and task views

ClickUp client work, training material, individual task lists, dashboards, and time records.

BOTTLENECK

Approval and cost context got separated

Planning needed to retain the client, assigned team, review decision and recorded time.

NEEDED

A planning board linking requests, teams and reviews

A connected request-to-delivery structure across planning and team work.

PRIORITY

Keep client, planning request and team work item linked as work moves between roles.

Agency planning

Delivery review

02 / IMPLEMENTATION

A planning board linking requests, teams and reviews.

We built a central monday.com planning board linked to team work, review gates, time records and client cost context.

Agency planning

Receive request → Plan month → Assign role → Release team work.

Delivery review

Complete work → Internal or client approval → Final review → Close request.

Commercial visibility

Record time → Review internal or external resource → Review client cost → Update account view.

02 / IMPLEMENTATION

A planning board linking requests, teams and reviews.

We built a central monday.com planning board linked to team work, review gates, time records and client cost context.

Agency planning

Receive request → Plan month → Assign role → Release team work.

Delivery review

Complete work → Internal or client approval → Final review → Close request.

Commercial visibility

Record time → Review internal or external resource → Review client cost → Update account view.

02 / IMPLEMENTATION

A planning board linking requests, teams and reviews.

We built a central monday.com planning board linked to team work, review gates, time records and client cost context.

Agency planning

Receive request → Plan month → Assign role → Release team work.

Delivery review

Complete work → Internal or client approval → Final review → Close request.

Commercial visibility

Record time → Review internal or external resource → Review client cost → Update account view.

TECHNOLOGY STACK

The tools behind the agency planning & delivery hub.

monday.com holds the shared client, planning request and team work item context. The diagram shows how the supporting tools connect to the operating workflow.

03 / RESULTS

Agency delivery can be reviewed alongside workload and cost.

The team can review agency planning, delivery review and commercial visibility in monday.com, with owners and next actions visible.

Connected team planning

A connected request-to-delivery structure across planning and team work.

Approval before closure

Approval and final review integrated into the operating path.

Time and cost context

Client, workload, time, and cost context available for management review.

Inside the finished system

Screenshot coming soon

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View More Case Studies

We connected agency planning

We connected agency planning

417Boom

417Boom

We connected agency planning

417Boom

Client requests, team work and costs needed one planning view.

Client requests, team work and costs needed one planning view.

Separate client and task views

Approval and cost context got separated

A planning board linking requests, teams and reviews

Client requests, team work and costs needed one planning view.

Separate client and task views

Approval and cost context got separated

A planning board linking requests, teams and reviews

A planning board linking requests, teams and reviews.

Agency planning

Delivery review

Commercial visibility

A planning board linking requests, teams and reviews.

Agency planning

Delivery review

Commercial visibility

A planning board linking requests, teams and reviews.

Agency planning

Delivery review

Commercial visibility

The tools behind the agency planning & delivery hub.

The tools behind the agency planning & delivery hub.

The tools behind the agency planning & delivery hub.

Agency delivery can be reviewed alongside workload and cost.

Agency delivery can be reviewed alongside workload and cost.

Agency delivery can be reviewed alongside workload and cost.

Connected team planning

Approval before closure

Time and cost context

Inside the finished system

More Success Stories

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