The Agency Upgrade April ’25

The Agency Upgrade is a monthly newsletter
focused on upgrading the '4 Ps' of agency life
PROCESS
Workflows &
Operations
PEOPLE
Employees &
Clients
PROJECTS
Collaboration &
Delivery
PROFITS
It keeps us all in business


Leading Through Uncertainty: Agency Transformation in a Shifting Economy
By Esther Cohen, Director of Marketing
The marketing agency industry continues to undergo dynamic transformation—driven by factors both within businesses’ control, such as how agencies adopt new technologies, and by broader shifts impacting the global economy. In this thought-provoking presentation, two long-term industry veterans (Mike Hart and Vincent Dong) share invaluable best practices for agency leaders to keep in mind during periods of uncertainty, including the current economic headwinds. Be sure to share your thoughts in the comments on the recording.
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Upcoming Training Webinars to Enhance Your Workflow:
Join us this May for two insightful sessions aimed at streamlining your agency's operations:
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May 13: Give Them What They Need: Navigation and Access Tips
Discover how to create custom menus, views, reports, and Today pages to facilitate quicker information access and review. -
May 27: Working with Freelancers
Learn effective strategies for integrating freelancers into your internal team, with a focus on essential access management techniques.
Don't miss these opportunities to boost your team's efficiency and collaboration

Don't Miss Out on This Month's Building a Next-Gen Agency 4-Week Workshop!
Happening every Thursday in May, this comprehensive workshop will draw on the wisdom of industry experts with decades of experience and unique perspectives on the actionable strategies needed today to transform your agency into a next-generation powerhouse — whether you're starting fresh or evolving an existing business.
Register for the workshop today! If you can't join live, register anyway, and we’ll send you the recording.
April Product Updates:
We're excited to announce that Workamajig now supports Gmail and G Suite OAuth connections for Conversation Inbound email. This enhancement offers a more secure and seamless integration between your Gmail accounts and Workamajig's conversation features.
To set up this connection and for detailed instructions, please refer to our comprehensive guide.
The Ultimate Guide to Agile Workflow
Blog Post and Summary: Looking to jumpstart your agency's operational efficiency in 2025? Catch up on this recent guide to agile workflow that lays out the benefits of adopting agile best practices in conjunction with using Workamajig. The two go better together. Read the blog post here
April's Project Management Bootcamp Roundup:
For the first time, Workamajig took its agency bootcamp series to the East Coast. The sold-out event empowered agencies with new best practices from Workamajig leaders and industry expert Kimberley Fulwood of KF Strategies. Beyond the high-quality content, there was strong networking among project managers, operations managers, and other agency leaders passionate about better leveraging people, processes, and technology to accelerate growth. Stay tuned for the announcement of our October bootcamp!
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Regular updates on the 4 Ps of agency life:
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