How Ready Helped a Marketing Firm Streamline Operations with Monday.com

Teams used multiple tools to manage campaigns, client communications, timelines, and creative assets, leading to inefficiencies and confusion. The marketing firm needed a unified platform to bring everything together, streamline workflows, and provide better oversight of upcoming and ongoing projects.

The Challenge: Fragmented Tools and Inefficiency

Before implementing Monday.com, the firm’s different teams used separate tools, making it difficult to track tasks, responsibilities, and deadlines. Communication between departments and clients was often fragmented, with essential information scattered across emails, chats, and file-sharing platforms.

Ready identified the need for a new tool and a fully integrated system that could provide a central hub for all operations.

The Solution: Monday.com to the Rescue

Ready introduced the firm to Monday.com, a highly customizable project management tool designed to centralize tasks, track progress, and improve team collaboration. By implementing, the firm could consolidate its tools, giving each team member a clear view of what needed to be done and by when.

Here’s how Ready helped streamline the firm’s operations:

1. Centralized Project Management: A single platform for managing all projects was set up, giving managers and teams a bird’ s-eye view of ongoing tasks, deadlines, and progress. Everyone had access to real-time updates, which reduced miscommunication and kept projects on track. This end-to-end visibility allowed the marketing team to track the entire client journey, starting with initial prospect outreach and continuing through campaign execution, project milestones, and, eventually, contract renewals. By consolidating everything in one place, managers and teams had a clear view of what needed to be done at each stage of the client lifecycle, reducing miscommunication and ensuring nothing slipped through the cracks. This seamless flow improved accountability and kept projects on track from start to finish.
2. Enhanced Collaboration: Team assignments and boards were set up with automation on tasks and notifications so that teams could collaborate seamlessly within their boards. This end-to-end visibility allowed the marketing team to track the entire client journey, starting with initial prospect outreach and continuing through campaign execution, project milestones, and, eventually, contract renewals. By consolidating everything in one place, managers and teams had a clear view of what needed to be done at each stage of the client lifecycle, reducing miscommunication and ensuring nothing slipped through the cracks.
3. Automated Workflows: Ready-implemented custom-made and out-of-the-box workflows that helped the firm automate critical tasks such as time tracking, agreement management, and project estimation. These workflows allowed teams to automatically track hours spent on each task, ensuring accurate billing and resource management. Agreement management was streamlined with automated reminders for contract deadlines and renewals, keeping client relationships smooth and organized. Additionally, Ready’s custom workflows improved project estimation by generating timelines and resource requirements based on past project data, making it easier for the firm to provide precise estimates to clients and manage resources efficiently.
4. Improved Client Management: With social media integration, the marketing firm could easily manage individual client projects, calendars, and media, track progress, and update clients on deliverables and approval without the back-and-forth from email and multiple sheets.

The Results: Increased Efficiency and Better Project Delivery

Since Ready implemented Monday.com, the boutique marketing firm has seen remarkable improvements in its operations. Teams are now working more cohesively with clear visibility on tasks and deadlines. The centralized system has also allowed the firm to engage and collaborate with multiple clients simultaneously without sacrificing the quality of their services; they can manage campaigns and client projects more efficiently, making them more agile and responsive in an ever-changing marketing environment.

Conclusion

Thanks to Ready’s strategic implementation, this U.S.-based marketing firm has turned project management from a pain point into a seamless and efficient process, allowing it to focus on what it does best—delivering top-notch marketing services to its clients.

About Ready

Ready is a consulting agency committed to providing innovative solutions to address operational and technological needs. With a focus on strategy, automation, and enablement, Ready specializes in offering forward-looking solutions for the modern customer. With operations in the US, Philippines, and Australia, and plans to expand further, Ready is set to become a global force in the consulting world.