Agency Management Software

“A decade ago CPI set out to create a niche consultancy, dedicated solely to empowering the leadership teams of marketing services organizations.”


“Since those humble beginnings, we have helped over 100 organizations evaluate, select, deploy and train on technologies to improve performance, organizational agility and agency profit.  An effective technology is the backbone of a Marketing Operations discipline.”

Why Workamajig?

Designed for agencies looking to transition from an inefficient QuickBooks and multi-tool Project Management environment (Basecamp, MS Project or FunctionFox, etc.), into an integrated solution that will transform how they run their organization.

How CPI helps marketing services organizations prepare for Workamajig.

  • Needs Assessment + Planning
  • Customized Integrated Workflow
  • Best Practice Roles + Responsibilities
  • Client, Campaign + Project Architecture
  • System Setup, Config + Implementation
  • System Training + Documentation
  • Accounting Best Practices + Data Conversion

100+ Workamajig Deployments | Redeployments

Workamajig Performance Audit

We review your agency processes and deep dive into your Workamajig instance, providing tangible and actionable feedback, which will enable your team to make high-confidence decisions on how to proceed.

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Workamajig Deployment

Implementing a system that is designed to improve efficiencies, throughput, profitability and actionable business insights requires a well-designed and executed plan for large-scale organizational change.

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Workamajig Redeployment

Our proven approach will help you achieve success. We know what works best, what doesn’t…and how to ensure you can leverage the technology to quickly improve utilizations, realizations and agency profit.

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Workamajig University

An intimate, intensive workshop environment where our trainers work with new and existing Workamajig clients, looking to adopt industry and platform best practices to reach their goals with the platform.

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CPI is the absolute gold standard when it comes to agency consulting and expertise. Their core value is their point of view, methodology and experience in successful agency operations. And they deliver that with a highly professional and knowledgeable team that deliver these insights with a personal touch that is both fun and engaging

Jason, VP Operations, MarkeTeam


Contact CPI

We help agency leadership achieve their goals.

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