The Agency Upgrade is a monthly newsletter
focused on upgrading the '4 Ps' of agency life
PROCESS
PEOPLE
PROJECTS
PROFITS
January ’26

A Practical Start to a More Connected 2026
By Esther Cohen, Director of Marketing
A new year is a good time to reset how your agency works.
We’re starting 2026 focused on three things that matter:
clarity, customization, and community.
Here’s what’s new, and how it helps your team work smarter this year:
This month, we’re introducing new ways to connect with peers through Workamajig User Groups, rolling out visual updates that let you tailor Workamajig to your team, and highlighting hands-on learning opportunities, like our Project Management Bootcamp in San Diego, for agencies looking to sharpen execution early in the year.
You’ll also find practical resources we’ve centralized to save you time, along with a few recent sessions you may have missed.
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Master Project Management in Sunny San Diego
Ready to lead more confidently and grow more profitably? Workamajig's Project Management Bootcamp is back, offering a sharper focus on practical execution for managing projects, resources, and expectations within Workamajig. Join us in beautiful San Diego, California, on February 23-24, 2026, for two days of intensive learning!
You'll gain real-world guidance, connect with peers, get 1-on-1 consulting, and leave with clear, actionable strategies tailored to your agency. Don't miss this opportunity to transform your project management skills with expert trainers.
Spots are limited and fill up fast.
See you at the Island Palms Hotel next month!

Workamajig User Groups are coming!
We’re building Workamajig User Groups (WUGs) — small, community-led groups where customers can connect, share real-world best practices, and learn from one another around a role, topic, or location.
We’re still in the early stages and actively gathering input to shape what these groups become. There are three ways to get involved:
1. Share your input
Help shape future WUGs by telling us what you’d want to get out of them.
👉 Share your input in a quick 1-question survey
2. Already in motion: Vince’s Think Tank, an accounting-focused group led by Vince, is now part of the WUG program and open to all Workamajig users. He’s kicking things off with a session you’re welcome to join:
📅 January 28, 2026
🕛 2:00 PM
📌 Dashboards: What You’re Using, What You’re Building, and Who It’s For
👉A great way to get started is by joining Vince’s community and attending his upcoming session.
3. Interested in leading a WUG?
We’re looking for Workamajig users interested in leading a group, with support from our team, as WUGs roll out.

Catch Up on Recent Workamajig Webinars
For those who missed our recent sessions, recordings are now available. Learn how to optimize your media buys with Workamajig Media, and empower your team at every level to get off to a strong start in 2026.
🎥 Workamajig Media-How to Handle Your Media Buys

Refresh Your Workspace
Discover New Next Era & Appearance Settings
Get ready for a sleek new look! We're excited to announce our new "Next Era" modern default display theme, designed to enhance your Workamajig experience. The customization doesn't stop there. Personalize your workspace by choosing from several new themes, including Next Era Dark, Moody Blues, or stick with the familiar Workamajig Classic.
Administrators can effortlessly set global defaults for your agency's visual style, including fonts, menu backgrounds, and even culture/time zone settings, under Admin/Manager > System setup > Account information > Visual appearance. Plus, individual users can tailor their own profile settings with permission!
Dive in and make Workamajig truly yours. Explore the new "Next Era & Appearance Settings" today and work in a style that suits you! Learn more here.
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