In this video, I walk you through a custom Basecamp system I built for a digital marketing agency to simplify task management and automate client onboarding.

This setup includes a clear task board, a Google Form integration via Zapier, and two automation pathways to keep everything organized and client-ready.

🧩 Key Features:

1.) Task management card table with status tracking (e.g., “Waiting on Client”)
2.) Built-in commenting for real-time task updates and client visibility
3.) Google Form integrated via Zapier for seamless client onboarding
4.) Two automation options:

• Save form responses as client folders/docs

• Create Basecamp to-dos with client info pre-filled

This is ideal for digital marketing agencies juggling multiple clients, deliverables, and team tasks — especially if you're tired of messy email chains and scattered files.

👉 Need a custom setup like this for your agency?
Book a clarity consult with MEESH Agency.

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