Experienced Monday.com user, to help manage project flows

## Key Requirements

We need a clean, structured Monday.com setup that enables:

* Full project flow from enquiry to completion
* Management of ongoing projects and retainers
* Client database import with notes and last contact tracking
* Team workload and capacity planning
* Automated task distribution to relevant team members
* Priority management for active and high-value projects
* Renewal tracking for annual websites, hosting, and ongoing services
* Executive dashboards for scaling and performance tracking

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## Financial & Access Structure

A restricted financial layer is required where:

* Project value
* Payment status
* Outstanding balances
* Revenue tracking

are visible only to head management and not operational staff.

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## Scope of Work

* Optimise existing Monday.com workspace for operations
* Create project pipeline boards and templates (websites, media, ongoing work)
* Build CRM-style client tracking with touchpoints and notes
* Implement workload and capacity dashboards
* Set up renewal and recurring service tracking
* Configure automations, permissions, and reporting dashboards

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## Ideal Experience

* Proven Monday.com workflow setup (agency or service business preferred)
* Strong experience with dashboards, automations, and permissions
* CRM and ongoing client management systems
* Capacity planning and operational reporting