Monday.com CRM & Marketing Assets

I want to kick this project off by standing up a brand-new CRM inside Monday.com. That piece comes first and must be fully functional before we turn to any other tasks. Within the board I will need three core workspaces: lead tracking, sales pipeline management, and a light customer-support desk. Because we’re starting with a clean slate—no historical data has to be migrated—you can design the automations, dashboards, and status columns exactly as you see fit. Once the CRM is live, I’ll hand over a separate marketing list that needs to be cleaned, de-duplicated, and formatted so it can feed directly into our upcoming email campaign. Think of it as a quick hygiene sweep rather than a wholesale migration. The final phase is content creation. I’d like a batch of social posts—image and short-form video assets paired with clear, punchy calls-to-action—to promote the new CRM launch and the email campaign. Platform specifics are flexible, but Instagram, LinkedIn, and Facebook will be the initial focus. Deliverables • Fully configured [login to view URL] CRM board with lead, pipeline, and support views • Clean, ready-to-import email list (CSV) plus a brief summary of the cleanup steps taken • Five image posts and three short vertical videos, each with written CTAs and recommended captions I’ll be available for quick feedback loops throughout, and I’m happy to provide brand guidelines and past creatives as references. Looking forward to seeing how you bring this to life.

Project ID: 40405405