Custom Monday.com CRM Setup for Brazilian BBQ Catering Business

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170

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£100(approx. $133)

Posted: 7 months ago
Proposals: 12
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Description

Experience Level: Entry

I run a Brazilian BBQ catering company called Picanha & Co. and need help setting up my Monday.com workspace so I can run everything efficiently from one place. I’ve already started the build and know exactly what I want — I just need a pro to clean it up, make it scalable, and get the automations/dashboards working smoothly.

What I Need Built:

1. Lead & Event Tracker Board
Full pipeline (New > Contacted > Quote Sent > Booked > Deposit Paid > Complete)

Fields: client name, contact, event date, location, number of guests, package, total price, deposit paid, notes

Automations: reminders, status changes, alerts

2. Event Checklist Board (Template-Based)
Task list for each booked event (shopping, food prep, packing, setup, content, clean-up)

Reusable template that can be duplicated and linked to the event

3. Content Calendar Board
To plan and track Instagram/TikTok posts

Columns: post name, platform, status, caption, file upload, scheduled date, performance

Optional: chart or status tracker for post progress

4. Finance & Profit Tracker Board
Revenue, costs (ingredients, wages, petrol, etc.), and profit calculation

Formula columns working properly

Dashboard-ready for visual profit breakdowns

5. Ingredient Calculator Board
Calculates how many kg of each item to buy based on package and number of guests

Pulls from my real menu data and portion sizes (already defined — I’ll send them)

Ideally dropdown-based, clean and quick to use before every event

6. Client CRM (Contacts) Board
Tracks client contact info, last booking, total bookings, notes/preferences

Links to past events automatically

Optional: follow-up reminders

Extras (If Possible):

Clean dashboard with all important views (profit chart, upcoming events, task progress, etc.)

Integration with Gmail and Google Calendar

Help linking everything properly (no broken connections)

What I’ll Provide:

Menu & package info

Ingredients list and portion sizes per guest

Sample events

A partially built Monday.com workspace to work from

Goal:
I want to have a plug-and-play system where I can manage leads, bookings, shopping, prep, team tasks, and social content — all inside Monday, with automations saving me time.

Let me know your quote and timeframe. Happy to answer questions and collaborate closely

New Proposal

Clarification Board Ask a Question

28 Mar 2025

Hey Heitor, this sounds like a great project! Since you’ve already started setting up your Monday.com workspace, could you clarify if you're using any existing third-party integrations (like Zapier or Make.com) for automations ? I want to ensure the setup is as seamless as possible for you.
28 Mar 2025

Hi Heitor, Greetings of the day!

Here are my some questions:

+ Are there any specific custom fields or categories you'd like to include beyond the ones mentioned?

+ How detailed should the task lists be for each event? Would you like any specific categories for tasks (e.g., staff assignments, vendor coordination)?

+ What are your primary metrics for tracking social media post performance (e.g., engagement, reach, conversions)?

+ Will you provide the portion sizes in a spreadsheet, or would you prefer to enter them directly into Monday.com?

+ What additional client details (e.g., preferences, feedback) would you like to track?

+ Is there any other functionality you’d like in the dashboard beyond profit charts and upcoming events?

Looking forward to your response.

Thank you!