Workamajig Newsletter May 2025

The Agency Upgrade is a monthly newsletter
focused on upgrading the '4 Ps' of agency life

PROCESS

Workflows &
Operations

PEOPLE

Employees &
Clients

PROJECTS

Collaboration &
Delivery

PROFITS

It keeps us all in business

Mid-Year Tune-Up from Workamajig

By Esther Cohen, Director of Marketing

As we near the midpoint of the year, it’s the perfect time to make sure your agency is set up to strengthen operations, sharpen strategy, and drive growth heading into the second half of 2025. As I begin my 11th year at Workamajig, I’m reminded how valuable it is to stay current with the industry trends and best practices that help agencies thrive.

Our recent presentation, Your Top 50 Workamajig Questions Answered, is a resource you don’t want to miss. In just one hour, agency employees at any level can uncover some product secrets that will elevate their operations and growth.

Did we miss a question you think should be covered in a training webinar? Feel free to contact us at support@workamajig.com.

Upcoming Webinars This June:

We’ve got two great webinars coming your way this month — one to streamline your systems, the other on selling with confidence.

Training Series Webinar:

June 10: Making the Connection: How to use 3rd Party Integrations

In this hands-on session, David Arnold will walk you through how to set up and create workflows for integrating key tools like calendars, credit cards, third-party media, payments, and client invoicing.

Expert Series Webinar:

June 17: Expert Webinar: The Principles of Selling Expertise

We’re excited to launch our new Expert Webinars Series, bringing fresh perspectives from leading industry voices.

This month, we welcome Blair Enns, founder of Win Without Pitching and author of The Four Conversations, as he shares a powerful new framework for selling expertise. Learn how to lead sales conversations that mirror the quality and confidence of your actual service delivery.

Mark your calendar — and join us live! 👇

Stay Tuned:

We’re excited to announce that our Accounting-Focused Bootcamp will take place October 20–21 in Orlando, Florida. Following our sold-out April webinar, we’re excited to keep the momentum going with another spectacular event to boost your agency’s operations.

Full details and registration will be announced in early June — stay tuned!

Your Kids May Find This Workamajig Update Interesting:

We’re bringing back our popular scholarship contest for another year!

The Workamajig Creative Impact Scholarship empowers aspiring creatives to showcase their creativity, strategic thinking, and passion for the marketing and design industry. Applicants will complete one of three exciting design challenges.

This scholarship offers a unique opportunity to demonstrate creative expertise while gaining recognition and support for one's future career in design.

Deadline for submissions: August 31st
Share this with any college student you think is a great fit to win $5,000.

👉 Learn more here.

Workamajig Blog Highlight of the Month:

Risk is a four-letter word that businesses in any industry try to control. As economic uncertainty and rapid transformation continue in the industry, it’s important for agencies to ramp up risk identification and mitigation efforts to succeed in the back half of 2025.

A consistent weak link in agency operations is ineffective risk management in project execution. One reason for this is that some agencies don’t even know how to identify, define, and resolve signals that could torpedo a client project.

In this blog, we take you through an in-depth look at what client project risk looks like—and how to get ahead of it:

👉 Project Risk Management: 10 Brilliant Tactics to Reduce Risk

Expert Advice to Help You Thrive

One of the keys to closing out 2025 strong is ensuring proper financial reporting. In this short but high-impact vignette from Vincent Dong, CEO of Advice Software and Consulting Inc., he shares vital best practices in Workamajig for revenue recognition.

Upgrade your agency’s financial operations in the second half of the year by watching this two-minute video:

The Agency Upgrade is a monthly newsletter
focused on upgrading the '4 Ps' of agency life

PROCESS

PEOPLE

PROJECTS

PROFITS

Mid-Year Tune-Up from Workamajig

Upcoming Webinars This June:

Stay Tuned:

Your Kids May Find This Workamajig Update Interesting:

Workamajig Blog Highlight of the Month:

Expert Advice to Help You Thrive

👉How Workamajig is Revolutionizing Agency Revenue Tracking

Regular updates on the 4 Ps of agency life:
people, projects, profits, & process.

Workamajig news & updates.

Expert advice & agency stories.

Actionable tips, free templates, and more!

Transform the way your agency operates

We’ve been helping advertising agencies
level up for 20+ years. We’re ready for the future.
Let’s get started.

The Agency Upgrade is a monthly newsletter focused on upgrading the '4 Ps' of agency life

PROCESS

PEOPLE

PROJECTS

PROFITS

Mid-Year Tune-Up from Workamajig

Upcoming Webinars This June:

Stay Tuned:

Your Kids May Find This Workamajig Update Interesting:

Workamajig Blog Highlight of the Month:

Expert Advice to Help You Thrive

👉How Workamajig is Revolutionizing Agency Revenue Tracking

Join 20,000+ subscribers

Regular updates on the 4 Ps of agency life:people, projects, profits, & process.

Workamajig news & updates.

Expert advice & agency stories.

Actionable tips, free templates, and more!

Transform the way your agency operates

We’ve been helping advertising agencies level up for 20+ years. We’re ready for the future.Let’s get started.

The Agency Upgrade is a monthly newsletter
focused on upgrading the '4 Ps' of agency life

Regular updates on the 4 Ps of agency life:
people, projects, profits, & process.

We’ve been helping advertising agencies
level up for 20+ years. We’re ready for the future.
Let’s get started.