Monday.com Expert Needed to Build CRM + Project Management System for Creative Studio
We are Openstyl Studio, a creative and branding studio working with fashion, lifestyle, and digital brands.
We are looking for an experienced Monday.com expert to design and implement a full operating system for our studio.
We need someone who deeply understands Monday CRM, Work Management, automations, dashboards, and cross-workspace connections.
Scope of Work
You will help us design and build a complete Monday.com system including:
1. CRM Integration
Work with an existing Monday CRM (already set up in a separate workspace)
Connect CRM to project management boards using:
Connect Boards
Mirror Columns
Automations (e.g. Closed-Won → Create Project)
Ensure Project Managers can see client info directly from CRM
2. Project Management System
Build a robust Project Manager board to manage:
Design
Video production
Marketing / Ads
Must include:
Projects + sub-tasks
Multiple views (Table, Kanban, Timeline, Workload, Calendar)
Clear status pipelines
Task assignment & deadline management
Automations for task creation, reminders, and status updates
3. Social Media & Content Planning
Create Content Planner boards for:
Client social media
Internal studio content
Must include:
Calendar view
Content pipeline (Idea → Production → Review → Posted)
Platform & content-pillar tracking
Easy duplication per client
Optional client submission forms
4. Dashboards
Build clean, executive-level dashboards that combine:
CRM pipeline data
Active projects
Team workload
Content calendars
Deadlines & delivery status
5. System Design & Best Practices
Suggest improvements to our workflow
Set up a scalable structure (we are growing)
Use clean naming conventions
Provide a short walkthrough or documentation after setup
Required Experience
✅ Proven experience with Monday.com (advanced level)
✅ Strong knowledge of:
Monday CRM
Automations
Connect Boards & Mirror Columns
Dashboards
Permission & workspace structure
✅ Experience setting up systems for agencies, studios, or service businesses
Nice to Have
Experience working with creative agencies
Understanding of content, design, or marketing workflows
Ability to suggest optimizations beyond our brief
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