MONDAY.COM FOR MARKETING TEAMS · FREE SETUP RESOURCES

Requests coming in from everywhere. Leadership asking what you're working on. Get the one system that answers both. Free.

Every inbound request, automatically routed. Every project, in one place. Every week, a dashboard you can actually put in front of your CMO.

Get the Free Marketing Team Templates Book a Free Consultation
50–500
Employee companies we specialize in
Platinum Partner
monday.com's highest partner tier
Free
Templates + resources + consultation
WHAT YOU GET FREE

A complete marketing operations system: request intake, project tracking, and leadership dashboards. Free.

01
Marketing Team Templates

Pre-built Monday.com boards for inbound request management, campaign tracking, content calendar, and capacity planning, plus a leadership dashboard that shows what your team is working on and what's complete.

02
Expert Setup Videos

Watch a Monday.com expert configure a marketing operations system, from request intake forms to automated routing, team capacity views, and reporting dashboards built specifically for marketing teams.

03
AI Customization Videos

How to use Claude to customize your Monday.com setup for your team's specific request types, approval workflows, and reporting needs. All configurable without engineering support.

04
Free 1-Hour Consultation

Book a session with an Elevate expert who has set up marketing operations for teams at companies your size. We'll configure your intake forms, routing rules, and leadership dashboard together.

THREE STEPS

Your marketing operations system, live in a day.

1
Start your free trial

Click the button to start your Monday.com free trial. Two minutes, no credit card required.

2
Get the marketing templates

Request intake board, campaign tracker, content calendar, capacity view, and leadership dashboard — all pre-built and ready to configure for your team's workflow.

3
Book your consultation

Schedule your free hour with an Elevate expert. We'll set up your intake forms, configure your automatic routing rules, and build the dashboard your CMO will actually look at.

MARKETING TEAMS WE'VE BUILT FOR

Marketing teams across industries, from 50-person companies to enterprise.

Academic Expeditions  ·  Laurel Springs  ·  EAE USA  ·  World Kinect  ·  ALM Media  ·  National Consumer Panel  ·  TechTarget  ·  Campbell Marketing  ·  Farmers Marketing  ·  ProAct  ·  Avant Insurance  ·  and many more accounts with marketing teams onboarded

monday.com Platinum Partner
Advanced Delivery Partner
Marketing Operations Specialist
WHY US

We've built marketing operations systems for teams at companies your size.

Cross-industry experience

We've set up marketing teams at insurance companies, professional services firms, education companies, manufacturing businesses, and media organizations. The problems are the same. The system is proven.

Request intake that actually works

The biggest win we see for marketing teams is switching from email and Slack requests to a structured intake form with automatic routing. We configure this during your consultation. Not eventually — on day one.

Leadership dashboards that tell the story

We build the dashboard your CMO or CEO will actually look at: what's in progress, what's complete this week, and where the bottlenecks are. Not a vanity report. A working view.

Platinum Partner status

Elevate is one of Monday.com's highest-tier certified partners. The templates and system we give you are built to Monday's own standard.

QUESTIONS

Straight answers.

Most marketing teams use project tools that were built for engineering teams. Monday.com is built for cross-functional work management. It handles your intake forms, campaign tracking, creative workflows, and leadership reporting in one system — without the engineering-centric model.
You create an intake form (Monday calls it a WorkForm) that anyone in your company can fill out to submit a request. Submissions automatically create items in your board, assigned to the right team member based on request type. No email chains, no Slack pings.
Yes. Monday.com has shareable dashboards that anyone can view with a link. No login required for read-only access. We set this up during your consultation.
Templates, videos, and the consultation are all free. Elevate earns a referral commission from Monday.com when your trial converts to a paid account. No hard sell.

Get organized. Get visible.

A complete marketing operations system: request intake, project tracking, and a dashboard for leadership. Free.

Get the Free Marketing Team Templates