The Agency Upgrade December ’24

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


Letter From Our Leadership
By Esther Cohen, Director of Marketing
As 2024 comes to a close, we’re excited to reflect on this year’s milestones and share how Workamajig is helping marketing agencies achieve their goals while gearing up for an even stronger 2025.
2024 Highlights:
- Platform Enhancements: Significant progress on a major UI/UX update, launching in 2025.
- Enhanced Security: Elevated security measures to protect users and streamline performance.
- Strengthened Technology Partnerships: Expanded collaboration with AvidExchange to simplify invoicing for media companies and Avalara supporting agency tax compliance.
Workamajig Scale:
This year, we introduced Workamajig Scale—a thought leadership community designed for agency management teams. Industry influencers like Mike McGee, a former Advantage leader, and Anthony Gindin, a serial start-up founder, have enriched Scale with insights and best practices.
Looking Ahead to 2025:
We’re doubling down on key areas to support marketing professionals and agencies, helping you overcome challenges like:
- Finding and closing new business
- Adapting to new platforms and technologies
- Addressing cash flow and profitability issues
Stay tuned for tools and resources tailored to these priorities in upcoming editions.
Power to the People: Best Practice Tip
Cross-Functional Opportunities
Generative AI is transforming industries, but another impactful way to boost productivity, collaboration, and engagement is by offering cross-functional opportunities within your team.
This could include allowing team members to:
- Explore skills beyond their usual roles (e.g., creatives trying copywriting or leading presentations).
- Take leadership roles in meetings or client pitches, especially for junior team members.
- Cover for team members during absences, ensuring seamless project flow.
Benefits:
- Skill development for employees
- New paths for career growth
- Enhanced team engagement and trust
- Identification of future leaders or key experts
- Improved operational flexibility and productivity
Cross-functional opportunities are a win-win for both agencies and their employees.
Marketing Technology Innovations: AI Marketing Agents
As we step into 2025, AI-driven productivity tools are emerging as game-changers. Start-up Optimizely, powered by Google Gemini, has launched AI marketing agents designed to handle a wide range of tasks across the marketing workflow.
For more on how AI agents are reshaping the industry, explore this article from Hightouch: What Are AI Agents?

Unlock the full power of Workamajig with our Tips and Tricks Video Tutorial series.
With 2024 quickly coming to a close, Workamajig recently recorded the following webinar to help agencies manage Year-End Accounting. The one-hour webinar offers many best practices that agencies should take advantage of to finish 2024 on a positive note.

Marketing Efficiency Insights: Infographic
Covering new ways to optimize operations in our fast-paced industry is crucial for agency profitability and growth. Our new "Did You Know" infographic section will visualize best practices and key statistics agencies should look at when considering importing operational efficiency.
Here is this month’s edition:

60 Seconds to Highlight a Great Workamajig Customer Story

New Partner: Bionic Advertising Systems

At the end of November, Bionic Advertising Systems and Workamajig announced a new integration that automates the transfer of insertion orders, media plans, reconciled bills, and other data between the systems. The integration will save time, ensure accuracy, and strengthen collaboration between media and finance teams within advertising agencies.
Read more about how this partnership benefits agencies here.

Monthly Poll: Biggest Growth Roadblocks for Marketing Agencies
As a marketing agency, achieving consistent growth month-over-month is crucial but often comes with challenges. This regular monthly poll aims to identify the key areas that have hindered agency growth and made it difficult to hit targets over the past 30 days.
By understanding the biggest roadblocks, agencies can look for solutions to address these pain points and facilitate sustainable growth. In the monthly newsletter opening letter, we will share best practices for overcoming the past month's problems that have hindered agencies.
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Sharon Toerek is an intellectual property and marketing law attorney, with a national law firm based in Cleveland, Ohio. She focuses her legal practice at Toerek Law on helping creative professionals protect, enforce and monetize their creative assets.
Sharon’s podcast The Innovative Agency asks agencies one question: “What’s Next?”.
With over 275 episodes and numerous 5-star ratings on Apple Podcasts, it is definitely worth it for agencies to listen to guests share their perspectives on how businesses are adapting to meet new business challenges facing the agency world.
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