The Agency Upgrade July ’26

Join our Upcoming Webinar

Join Rod and Daniel for an expert-level discussion focused on Workamajig reporting. This interactive session will explore how agencies use reporting features and the insights they rely on most, and provide an opportunity to share ideas and ask questions with other users.

If there's strong interest, we're hoping to grow this into a dedicated Reporting User Group, so we'd love to have you join the conversation.

Register below!

🎙️ August 18- Workamajig Reporting

Customer Spotlight

New Customer Video Case Study: Workamajig x Verdin

We’re excited to share a new customer video case study featuring Verdin.

Before Workamajig, Verdin tracked time in Excel, managed accounting in QuickBooks, and relied on separate systems for important pieces of agency operations. As the agency grew, the team needed a more connected way to manage work, financials, communication, estimating, and reporting.

Today, Workamajig serves as Verdin’s central operating system, helping the team bring project management, billing, time tracking, and financial visibility into one place. The result is clearer information, stronger capacity, and a better foundation for serving clients.

Customer stories like this are valuable because they show how agencies are using Workamajig in real-world environments to improve visibility, reduce disconnected processes, and support more confident decision-making.

Catch Up on Our Latest Webinar Recordings

Missed one of our recent webinars? Both recordings are now available to watch on demand.

Workamajig Feature Roundup:

Learn about the latest UI updates, including the new side navigation and persistent timer widget, plus enhancements to the automation engine, retainer billing, and a preview of Workamajig's AI MCP integration with tools like Claude and ChatGPT.

CRM: Tracking New and Existing Customers in Workamajig

David walks through practical CRM workflows for tracking new-business leads and managing opportunities with existing clients—all within Workamajig. Watch the recording here.

🎙️ Worth a Listen

If you're looking to stay current on where agencies, marketing teams, AI, and martech are heading, here are a few recent podcast episodes and shows worth adding to your list.

• The Agency Growth Podcast:  This podcast offers practical conversations for agency leaders focused on growth, operations, positioning, and building stronger agency businesses.

• Martech Podcasts: The Scope of AI Disruption: This episode looks at how AI is reshaping marketing technology, customer interactions, and the way organizations design and operationalize their processes.

   

Helping Your Agency Move Forward

As agencies continue adapting to new expectations around AI, clearer interfaces, stronger CRM workflows, and operational efficiency, we’re committed to helping your team keep learning and getting more value from Workamajig.

From Bootcamps and training recordings to customer stories and product updates, our goal is to support your team with practical resources you can put to work.

Is there something else you would like to see in the next newsletter? Feel free to contact me at estherc@workamajig.com.