Set Up a Standard DealSauce Webinar Board in Monday.com
To prepare for a new DealSauce webinar, use Monday.com to duplicate the standard webinar board template and configure it with updated project info.
Duplicate the webinar board template
- In Monday.com, search for "webinar" and go to the Templates section.
- Find the template named "Brand SaaS webinar" (its ID starts with "TPL").
- Hover over the three-dot menu in the left-side panel of the board and select Change type to → Shareable.
- Click Invite and add relevant team members as guests with editor access.
Create and customize the new board
- Duplicate the board by clicking More Actions → Duplicate Board. Check "Keep board subscribers".
- Rename the board using the format:
[Brand] Webinar [Date Range], e.g.,DealSauce Webinar Feb 2-3.
Update project information
- At the top of the board, locate the item labeled Project Info and update it with:
- Webinar name
- Host name (e.g., Justin Chubinovsky)
- Three main subtopics
- Viewer benefits
- Confirmed co-hosts (if any)
- Date and time
- Outreach channels (e.g., ads, GHL & Sub2 email lists)
- Assign values to the corresponding fields in Project Info:
- Choose the brand
- Set webinar date as the deadline
- Assign project manager
- Update outreach channels
- Once all fields are complete, mark the Project Info item as complete. This triggers preset automations (if functioning).
Manual update if automations break
- If automations fail:
- Select all board items
- Set the same PM and brand across tasks
- Set task deadlines:
- Planning: today
- Curation/Staging: estimated or TBD
- Delivery: day of the webinar
- Post: day after the webinar
Finalize and organize the board
- Mark the task Set Board Status to Active as complete.
- Move the new board into the correct folder, such as Small Brands → DealSauce Projects in Monday.com.