Leverage Marketing Group is a digital marketing agency based in Newtown, Connecticut, specializing in clients in highly complex and technical fields. Led by CEO and General Manager Tom Marks, the agency operates as a fully remote team, and needed a platform built for exactly that.
QUICK HIGHLIGHTS
CHALLENGES:
- Manual, scattered processes across multiple systems
- Lack of integrated, real-time visibility
- Remote team coordination challenges
- Rigid, one-size-fits-all billing limitations
SOLUTION:
- All-in-one platform with everything live in one place
- Cloud-based access for remote teams anywhere
- Flexible billing by service, employee, or retainer
- Real-time data for smarter, faster decisions
RESULTS:
- Nothing falls through the cracks
- Full visibility into time, billing, and media
- Agency positioned to scale and grow long-term
- Better, smarter decisions from real-time data
CHALLENGES:
Manual, scattered processes holding the agency back.
Before Workamajig, the Leverage Marketing Group team was managing their work across multiple disconnected systems. As Tom describes it, they were doing things manually, which took more time and left information scattered in different places.
For a fully remote agency whose team members live hours apart, this fragmented approach created real operational risk. Without a single source of truth, keeping projects on track meant relying heavily on individual team members to track their own pieces — a precarious foundation for a growing agency.
Billing presented its own set of challenges. Their previous setup didn't offer the flexibility needed to invoice clients across a variety of engagement types, forcing them into a one-size-fits-all approach that didn't reflect how they actually worked.
"We were doing things a little bit more manually. It took a little bit more time and things were a little scattered in a couple different places."
SOLUTION:
One integrated platform built for how modern agencies actually operate.
Workamajig brought everything into one place: time tracking, billing, media placement, insertion orders, and project management all living together and talking to each other seamlessly. The shift eliminated the multi-step, multi-system approach that had been slowing the team down.
For a remote-first agency, the cloud-based nature of the platform was a game-changer. Team members can access everything they need from anywhere, making Workamajig a natural fit for the way Leverage Marketing Group is built.
"Having a system like Workamajig that makes it accessible anywhere and everywhere is critical for the way modern agencies operate."
The platform's billing flexibility also stood out. Workamajig supports invoicing by service level, by employee, by retainer, and non-retainer arrangements, which gives the team the ability to bill the way each client relationship actually works, rather than forcing every engagement into the same mold.
Perhaps most importantly, Workamajig provides the real-time data visibility that allows the team to respond quickly and make smarter decisions. Time, budget, billing, and project status are all accessible at a glance, removing the need for any single person to be the keeper of critical information.
RESULTS:
Positioned for profitable, long-term growth.
With Workamajig on their team, Leverage Marketing Group has the infrastructure to run efficiently, scale confidently, and serve clients without things slipping through the cracks. The team has moved from a reactive, manual approach to a proactive, data-driven one.
Tom describes the impact as foundational: the platform doesn't just make day-to-day operations smoother, it forces better decision-making by putting real-time information in front of the people who need it.
"It's going to force you to respond to the real-time data that you have in front of you and make better, smarter decisions — taking the actions you need to make sure that your agency continues not only running smoothly, but profitably."
For other agencies considering the move, Leverage’s advice is straightforward: implementing Workamajig will help you sleep better at night, knowing everything is being properly accounted for and better position you to scale and grow as an agency, which is ultimately what you need for long-term success.
"It allows you as a small team to feel like you have as many tools as you need."
TRANSCRIPT
When you implement Workamajig, you will sleep better at night knowing that things are being properly accounted for. It'll better position you to scale and grow as an agency, and ultimately, it's going to set you up for long-term success.
My name is Tom Marx, and I am the CEO and general manager of the Leverage Marketing Group.
Leverage Marketing Group is based in Newtown, Connecticut. We service clients in highly complex and technical fields. When we started working with Workamajig, it made everything live all in one place.
We were doing things a little bit more manually. It took a little bit more time and things were a little scattered in a couple different places. So now having everything in one spot, it has really saved us a hassle of doing things in separate steps.
To have all of those things integrated in one place, seamlessly talking to each other, nothing falls through the cracks and you're not reliant on one person keeping track of anything anymore. I can look at everybody's time, I can start looking at billing, I can look at media placement, insertion orders, and things like that. The fact that it is cloud-based is very nice because we are all remote. We live hours and hours apart from each other.
Having a system like Workamajig that makes it accessible anywhere and everywhere is critical for the way modern agencies operate, and the system is flexible enough to bill and invoice by service level, by employee, by retainer, non-retainer, and not have to choose a one-size-fits-all approach.
I would recommend Workamajig to other agencies. It allows you, as a small team, to feel like you have as many tools as you need. It's going to force you to respond to the real-time data that you have in front of you and make better, smarter decisions.
Taking the actions you need to make sure that your agency continues not only running smoothly but profitably.