The Agency Upgrade is a monthly newsletter
focused on upgrading the '4 Ps' of agency life
PROCESS
PEOPLE
PROJECTS
PROFITS
March ’26
March is About Momentum
By Esther Cohen, Director of Marketing
March is all about momentum, building on what’s working and finding new ways to work smarter across your agency. This month's newsletter is packed with opportunities and updates designed to further empower your team and enhance your Workamajig experience.
Inside this issue, you'll discover how you can earn rewards by helping fellow agencies streamline their operations through our refreshed Refer & Earn program.
We're also proud to highlight key takeaways from our recent Project Management Bootcamp, share updates on our newest Workamajig User Groups, and give you a closer look at our approach to AI, how we’re thinking about it, and where it’s headed within the platform.
Thank you for being an invaluable part of the Workamajig family. We're dedicated to providing you with the tools and resources you need to achieve greater success.
Wishing you continued success,
Esther C.
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Empower Peers, Get Rewarded
Do you know an agency grappling with generic, outdated, or unsupported project management software? Introduce them to Workamajig's Refer & Earn program and be rewarded for helping a peer elevate their operations. It’s a simple way to help peers move beyond disconnected tools, while getting rewarded for the introduction.
When your referral completes a qualifying demo, you'll receive a $100 gift card. Should they become a Workamajig client, you'll earn an additional $200 gift card!
Referrals are eligible if they are net-new (not an active lead), haven't demoed/engaged in the last 12 months, and your contact is a decision-maker.
New WUG's Forming:
We’ve just launched a fresh round of WUG groups, with even more exciting ones already in the works. You can catch up on everything in our full announcement here, or jump in and save your spot in one of the new groups now.
Note: If you’re not yet part of a WUG, you’ll be prompted to create a simple login to access and register for these groups.
Explore our approach to AI, share ideas, and see what others are asking for, all in one dedicated space. Our team is actively reviewing to help guide what we build next.
A new billing-focused group led by Sierra Sanders, designed for anyone involved in Workamajig billing, to share best practices and solve challenges together.
First Session: May 13, 2026, at 11:00 AM EST
A new group led by Adam McCoy for agencies that have transitioned from Advantage. Connect, share insights, and learn from peers with a similar starting point.
First Session: April 16, 2026, at 2:00 PM
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New: Super Users Group (SuperWUG)
A small, select group of agency users who will act as a steering committee, providing feedback to help shape future Workamajig enhancements and best practices. Apply now to be considered.
A shared space for all WUG members to connect, ask broader questions, share resources, and continue conversations beyond a single group.
Join our Upcoming Workamajig Webinars
We’ve got two great webinars coming up this April, led by Daniel, designed to help you get more out of Workamajig and work smarter day to day. From improving how your team is resourced to gaining clearer visibility through reporting, these sessions are packed with practical takeaways you can put into action right away.
🎥 April 14- Resourcing: An Intermediate Guide to Best Practices
🎥 April 28- Basic Reporting: A Beginner’s Guide to Using Views and Reports.png?width=700&height=354&name=Resourcing%20An%20Intermediate%20Guide%20to%20Best%20Practices%20(1).png)
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February 2026 Project Management Bootcamp Highlights: Mastering Efficiency
Our February Project Management Bootcamp brought agencies together for an immersive, in-person experience focused on consistency, visibility, and confidence in managing projects with Workamajig. Attendees engaged in hands-on sessions, peer discussions, and expert guidance (including Mike Wang), leaving with:
- Clearer Standards: Defined best practices for project execution.
- Practical Ideas: Actionable next steps tailored for immediate agency implementation.
- Enhanced Skills: An extra hour of follow-up training to ensure learned concepts are applied effectively back in the office.
View the full Bootcamp photo gallery here.
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