
The Agency Upgrade is a monthly newsletter
focused on upgrading the '4 Ps' of agency life
PROCESS
PEOPLE
PROJECTS
PROFITS
June ’25

Where Growth Begins:
Sales, Finance, and Focus
By Esther Cohen, Director of Marketing
This year has been one of great momentum for Workamajig as we elevate our products and provide proven best practices from Workamajig and industry experts to empower our customers for greater success.
When it comes to growth and profitability, while it may sound basic, nothing is more foundational or vital to long-term agency viability than excellent sales and financial management.
In our June newsletter, we showcase new Workamajig features and advice that can make a difference for your agency today. Additionally, we are pleased to announce our next bootcamp in October, which will be an asset for any agency accounting leader looking to take their department to the next level.
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Are you heading with us to the Caribe Royale in Orlando?
That’s where we’re hosting our next Advanced Accounting Bootcamp. A two-day, hands-on experience designed for agency finance leaders ready to lead more confidently and grow more profitably.
Alongside Workamajig experts, consultants, and peers, you’ll dive into practical strategies for improving billing and estimating, strengthening budgeting and reporting, and using enhanced metrics to guide smarter agency decisions.
Our April bootcamp sold out — and seats for October are already filling fast.
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Elevate Your Growth Through Better Sales
Workamajig Certified Expert and business development visionary Blair Enns recently joined us for an in-depth presentation on how agencies can augment their sales pitch process to accelerate company growth.
Blair broke down the four pivotal conversations that redefine how agencies can authentically and effectively sell their services, ensuring alignment between their sales approach and professional delivery.
This proven formula has been used by agencies with strong track records of winning new business. Watch this can’t-miss webinar replay:

June Product Updates:
Continuing on our theme of improving key business processes, we have released new features in our platform to help with Campaign Budget Analysis.
This four-minute video shows you how to take advantage of these new capabilities:
We're wrapping up an amazing conference season here at Workamajig!
As proud sponsors of these events, it's always a pleasure to meet new faces and reconnect with our incredible clients. Hope to see you at one soon!
Thank you to Second Wind, Magnet, AMI, 4As, AMIN and tCAN for having us!
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