The Agency Upgrade June ’26

Join our Upcoming Workamajig Webinars

We've got two webinars coming up in July, and whether you're managing customer relationships or just want to stay up to date with the latest in Workamajig, there's something here for you:

In the first webinar, David will walk through how to track both new business leads and current client pitches using Workamajig's CRM. If you want to get smarter about managing your sales pipeline and customer relationships, this one's for you.

The second webinar is your chance to catch up on everything new in Workamajig. Heather and David will cover features recently added to the system, as well as what's currently available in Labs.

Register below!

🎙️ July 7- CRM: Tracking New and Old Customers in Workamajig

🎙️ July 21- Feature Round-Up: A Beginner's Guide to Using Views & Reports

Customer Spotlight

How Leverage Uses Workamajig to Run a Tighter Agency

See how Leverage uses Workamajig to improve visibility, streamline operations, and support better decision-making across their agency.

Watch the video case study to hear firsthand how their team approaches agency operations and where Workamajig fits into their workflow.

Catch up on our Latest Webinar Recordings

Thank you to everyone who joined our recent AI webinar. We covered how to connect AI to Workamajig, reviewed the 48 built-in tools available today, and previewed Workmate's additional skills and prompts.

If you weren't able to attend or would like to revisit the session, the recording is now available.

Recent Training: Billing Workflows to Keep Everyone in the Loop

Missed this session? The recording is now available. Learn how to set up and implement billing worksheets to improve communication, reduce confusion, and keep billing moving smoothly. Watch the recording here.

Recent Training: Budgeting and Tracking Agency Expenses

This session covers budgeting and expense tracking best practices to help your team improve visibility into costs, strengthen financial controls, and better manage project profitability. Watch the recording here.

🎙️ Worth a Listen

A few resources we've found valuable this month for agency leaders thinking about AI, growth, operations, and the future of agency work.

• Marketing Against the Grain Hosted by HubSpot's CMO and SVP of Marketing, this show covers AI, marketing strategy, and growth. Recent episodes focus on how AI tools are changing the way marketers build, test, and scale ideas.

• Humans of Martech: Minimum Viable Readiness for AI A practical episode for anyone thinking about AI readiness. The core argument: perfect data doesn't exist, but your team still needs the right workflows, context, and guardrails to make AI work in practice.

• Agency Mastery: Built a 200-Person Agency, Why Cut It in Half? A timely conversation on growth, rightsizing, specialization, and the difference between headcount and leverage. Worth a listen if your agency is thinking carefully about scale and operational complexity.

Progressing Together

As agencies continue adapting to new expectations around AI, automation, and operational efficiency, we're committed to helping your team get more value from Workamajig through product innovation, education, and community.

From product updates and training recordings to User Groups, customer stories, and industry resources, our goal is to support your team with practical tools and useful ideas 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.