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 WorkBook?

WorkBook is built specifically for agencies and in-house teams looking to boost productivity and revenue with superior project, resource and financial management features.  WorkBook is a smart and intuitive, total agency management solution that streamlines an agency’s project and financial management processes – providing you with the insight you need to become more efficient, productive and profitable.

How CPI helps marketing services organizations prepare for WorkBook | Deltek.

  • Current Process Audit
  • Roles + Responsibilities
  • Client, Project and Job Architecture
  • System Configuration
  • System Training and Documentation
  • Change Management Design + Rollout
  • Financial and Operational Reporting


"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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