The Agency Upgrade March ’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


Real Connections: Why Events Matter to Us
By Esther Cohen, Director of Marketing
In 2025, industry events will be our main focus here at Workamajig.
As of this writing, our team has already joined 4 events, and we’ve got a few more coming up. Most excitingly, we’ve got our very own Workamajig Project Management Bootcamp at the end of this month.
So why all the focus on events?
We just love connecting in person with the amazing people behind the agencies that are the backbone of our industry and the networks that support them. Our team gets to meet current clients and potential new ones and hear firsthand about their priorities, challenges, and updates.
At a recent MAGNET event, succession was a hot topic - and not just thanks to Netflix’s hit show. Side note: David C. Baker has some great insights on this topic right here. Our team met three generations of the Flynn family, the founders of an agency that has been with Workamajig for 17 years. Building connections and relationships like this one makes everything we do worthwhile.
In a world so full of information and news, it’s hard to stay focused and connected with the humans we work with daily. But we believe it’s the only way to succeed and thrive.
We’d love to hear what your thoughts are - which events have proved worthwhile for you and your team? Which events are you most excited about? And why?
Here’s our breakdown of upcoming events - if you’ll be attending any of them, hit reply & let us know!



An Accounting Webinar That Your Agency Can’t Miss
Listen to the recording of a recent engaging advanced accounting webinar featuring renowned agency consultant Vincent Dong as he discusses the challenges and intricacies of accounting within the marketing agency sector.
Drawing from nearly four decades of experience in the field, Vince sets the agenda to help agency professionals—both seasoned and new—understand how to effectively navigate accounting systems tailored for the marketing industry. He provides concrete best practices in vital areas where agencies need to elevate their strategies and operations to ensure financial management excellence, growth, and profitability.

Marketing Efficiency Insights: Infographic
Agencies don’t have to go it alone when striving for excellence in finance, HR, creativity, and other core business functions. Workamajig offers a robust network of industry experts that agencies can tap into—whether during day-to-day operations or in times of crisis. This infographic visually maps out the complementary services available to help agencies maximize the value of their Workamajig implementation and drive long-term success and growth.
Click to expand

Don't Miss: Building a Next-Gen Marketing Agency Workshop
Navigate the marketing industry's AI-driven transformation with our four-week intensive workshop! Join industry experts every Thursday in May to learn essential strategies for agency success:
May 1: Foundations of a Modern Agency
May 8: Effectively Navigating Digital Transformation
May 15: Employee Empowerment
May 22: Fostering Sustainable Growth and Profitability
Whether launching or scaling your agency, gain actionable insights to thrive in today's evolving landscape.
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Regular updates on the 4 Ps of agency life:
people, projects, profits, & process. -
Workamajig news & updates.
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Expert advice & agency stories.
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Actionable tips, free templates, and more!
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