The Agency Upgrade January ’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


Letter From Our Leadership
Upcoming Change in the Industry Amplifies the Importance of End-to-End Agency Management Software
By Esther Cohen, Director of Marketing
The marketing industry has seen its share of disruption over the last few years, from the pandemic to the rise of GenAI. Now, the next big change isn’t tied to health, economics, or technology—it’s the mega-merger of Omnicom and IPG.
This merger wouldn’t have been possible without the transformative waves of change reshaping the marketing profession. As it unfolds, many marketing agencies and professionals within IPG may find themselves in one of these scenarios:
- Agency employees wondering if their roles will become redundant.
- Agency owners contemplating selling their businesses.
- Senior management preparing for new Omnicom infrastructure without plans to sell.
Regardless of the camp they fall into, each group stands to benefit from implementing or refining their use of end-to-end agency management systems. During times of major change, these systems can serve as a vital lifeline, helping agencies navigate uncertainty and find their North Star.
Why? Because when fully utilized, the data housed within an agency management system provides an honest perspective on:
- Areas of excellence
- Opportunities for improvement, both at the corporate and individual levels
- New avenues for growth
Without this technology, major changes such as acquisitions, layoffs, or restructuring can throw agencies into chaos, leading to operational, financial, and project setbacks.
In this month’s newsletter, we’re highlighting the value of agency management technology during periods of change, demonstrating how it can help agencies stay agile, resilient, and prepared for whatever comes next.

Unlock the full power of Workamajig with our Tips and Tricks Video Tutorial series.
Start 2025 strong by listening to our recent webinar Getting Ready for the New Year with best practices for optimizing your Workamajig implementation.
From essential reports to time-saving templates and configuration tips, you'll learn how to maximize your implementation across every department. Whether you're in finance, project management, or agency leadership, these best practices will help set your team up for success.

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

We’re excited to announce that Workamajig is now an official partner of 4As! 4As is a network that champions agencies, nurtures talent, and drives innovation. We’re looking forward to building a strong and successful collaboration with 4As and its members.
Are you a 4As member? Hit reply and let us know—we’d love to hear from you!
Upcoming Events to Watch For!
We’re excited to be sponsoring some incredible events in the coming months! These gatherings are perfect opportunities to connect, learn, and grow alongside industry leaders. Here’s where you’ll find us:

February 19-21, Florida

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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Kickstart the Year with Inspiration for Your Agency’s Success
Looking for fresh ideas to elevate your agency this year?
Tune into The Marketing Agency Leadership Podcast, where agency founders and leaders share their journeys, insights, and lessons learned.
This engaging series dives into:
- Real-world experiences from startup hurdles to scaling success.
- Actionable growth strategies you can apply to your agency.
- Insights from industry veterans on navigating today’s evolving marketing landscape.
Listen to these candid conversations filled with triumphs, challenges, and predictions to guide your agency toward success.
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