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WUG OVERVIEW

Workamajig

User Groups

Join a WUG, meet other users, & learn new skills.

Or lead a WUG, build a community, & grow your network.

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What’s a WUG?

Community-run meet ups for Workamajig users

Meet your agency peers, share best practices, and learn new Workamajig skills — that’s what Workamajig User Groups (WUGs) are all about. They’re a fun, informative, and relaxed way to participate in the broader Workamajig community and share what works in a tight-knit group.

WUGs usually meet every quarter, are always free, and are run by  Workamajig experts. Some are online and interest-based while others can be regional, in-person meet-ups.

We’re sure there’s a WUG for you (or will be soon), whatever your experience with Workamajig. See the WUG list below to join.

Can’t find one? If you’ve got the Workamajig expertise, consider leading one.

Why join a WUG?

expand

Expand your network

Meet agency peers, compare notes, & learn from experts who’ve faced similar challenges.

up-to-date

Stay up-to-date with Workamajig

Be the first to know about new features, events, and best practices.

level-up

Level up your agency


Discover tips, tactics, and entire workflows that can help your agency grow.

Find A WUG

Meet the Workamajig User Group leaders and their sessions.
Vinces Think Tank
vince Vincent Dong, CPA

Vince's Think Tank

Vince's Think Tank Vincent Dong, CPA

vince

Accounting, Finance & Financial Operations in Workamajig

A monthly virtual session focused on all things accounting in Workamajig. Vince keeps it light, interactive, and highly practical—covering real-world scenarios, answering questions, and helping you better understand the financial side of your business.

What to Expect:

  • Open discussion on accounting and financial workflows
  • Practical guidance you can apply right away
  • A space to ask questions and learn from others
  • Ongoing, approachable conversations led by Vince

Vince Dong is a CPA and Workamajig consultant with deep expertise in operations, finance, and system implementation. He brings a unique perspective shaped by years of experience in agency finance, including serving as head of finance for a 250-person agency. Vince also works across multiple agency management platforms, giving him a strong understanding of how different systems operate and compare. Known for his practical approach and approachable style, Vince makes complex financial topics easier to understand and apply.

Join the Group

Bill With It
Sierra (1)-2 Sierra Sanders

Bill With It

Bill With It Sierra Sanders

Sierra (1)-2

Billing

A collaborative session led by Sierra Sanders focused on billing best practices within Workamajig. With over a decade of experience in billing operations and financial workflows, Sierra will guide a practical, discussion-driven conversation around invoicing, processes, and real-world challenges.

This group is designed for anyone involved in billing, from account and project management to operations and finance, creating a space to share insights, troubleshoot, and learn from peers.

Join the Group

From Advatage to Workamajig
Adam McCoy Adam McCoy

From Advatage to Workamajig

From Advatage to Workamajig Adam McCoy

Adam McCoy

Real Experiences: Transitioning from Advantage to Workamajig

If you’ve made the move from Advantage to Workamajig, we’ve put together something just for you.

This new group, led by Adam McCoy, is designed specifically for agencies that share the same starting point.

This is a space to connect with others who understand the transition, compare approaches, talk through challenges, and share what’s working as you continue to optimize Workamajig and learn from peers with a similar starting point.

With a background in agency project management, operations, and software implementations, Adam has focused on helping clients successfully adopt Workamajig since joining in 2023, including agencies transitioning from Advantage Software.

Join the Group

WMJs Approach to AI
AI The Workamajig Team

WMJ's Approach to AI

WMJ's Approach to AI The Workamajig Team

AI

Open Discussion Forum

A space to share AI ideas, requests, and feedback for Workamajig.

Post, like, & comment, while our team reviews input to help guide what's next.

Join the Group

General WUG Community
Discussion The Workamajig Team

General WUG Community

General WUG Community The Workamajig Team

Discussion

Questions, ideas, and resources for everyone

Welcome to the All WUG Members Space!

This is the shared space for ALL Workamajig User Group members — no matter which individual group you’ve joined.

Use this space when:

  • Your question applies to more than one group
  • You want to share a resource that could help everyone
  • You’re continuing a discussion that benefits the broader community
  • You’re looking to connect outside your specific WUG focus.

If a topic could benefit more than one group, this is the perfect place to post it.

Join the Group

How do I join a WUG?

Signing up & what to expect

Browse the WUG list above to see all of the current WUGs and register for what interests you.

WUGs are a new initiative from Workamajig, so expect the list to grow as more WUGs appear.

Here’s what you can expect if you join a WUG:

  • Quarterly meet-ups focused on a particular topic or in a specific region.
  • Presentations on Workamajig features and best practices.
  • Discussions about common challenges and solutions.
  • Networking opportunities with peers in your role or region.
  • Practical tips and tricks you can implement immediately.
  • A supportive environment where no question is too basic.

WUGs are designed to be helpful, social events — no sales pitches, just a focus on Workamajig best practices and agency growth.

Join a WUG

How do I start a WUG?

Signing up & what to expect

Leading a WUG is a great way to share your Workamajig expertise, build community, and help others while growing your own reach and influence.

WUGs can be virtual and interest based or based in a particular region.

WUG leaders are expected to:

  • Host at least one meetup per quarter (virtual or in-person) focused on education and connection.
  • Create an environment centered on helping users get more value from Workamajig.
  • Follow our branding guidelines and program requirements
  • Engage with your group between meetings through the Workamajig Community
  • Achieve an average attendance of at least twenty (20) individuals per meetup
  • Maintain an average event NPS of 60 or higher
Apply to lead a WUG

WUG FAQs

How long does it take to implement Workamajig once purchased?

The Traditional Implementation time is 2-3 months. This allows you to complete the basic training sessions, input your information, customize the system, test your workflow, deploy training and go live.

Is Workamajig GDPR compliant?

Yes. Workamajig (and the company behind it, Creative Manager, Inc) are fully GDPR compliant.

Please [get in touch] if you have specific GDPR requirements you’d like to discuss.

Does Workamajig offer any discounts?

Yes! We offer a special prepayment discount - prepay for 11 months and the twelfth month is free.

Does Workamajig offer any discounts?

Yes! We offer a special prepayment discount - prepay for 11 months and the twelfth month is free.

Does Workamajig offer any discounts?

Yes! We offer a special prepayment discount - prepay for 11 months and the twelfth month is free.