Teams | Collaboration | Customer Service | Project Management

Strategic Ops, Unlocked: Manish Kapur's Workshop Playbook

What does it really take to operate more strategically as an agency? Manish Kapur returns to The Handbook to help agency ops leaders shift from firefighting mode to future-focused thinking. If you’ve ever struggled to carve out time for the big picture while juggling the day-to-day, this episode is your playbook. Harv and Manish dig into how to run fast-paced, high-impact workshops that drive meaningful change – and how to keep momentum once priorities have been decided.

A Beginner's Guide to Project Accounting

Project accounting means tracking financial data for each individual project. It’s essential for professional services firms running multiple client projects—like agencies, consulting companies, and architecture and engineering firms—where each project has unique scopes, timelines, and pricing models. Accurate project accounting involves monitoring your: This way, you can quickly determine whether you’re on track to still meet your revenue and profit margin targets.

How a creative agency saves 2-3 days on every new quote

Before Scoro, Kojo was using a range of systems to run its daily operations: As a result, project management, quoting, and billing were handled in separate systems. This led to inefficiencies and constant switching between tools. In 2020, Kojo decided to transition from Accelo to Scoro to optimize their processes. In a nutshell, this is what they were able to achieve.

Growth Thresholds & Growing Pains with Marcel Petitpas

Growth is the goal for many agencies, but as your team hits certain size thresholds, your structure, systems, and workflows can start to break down. Marcel Petitpas, CEO of Parakeeto, has spent years helping agencies around the world clean up their operations, tighten up forecasting, and build financial systems that actually support scale. In this episode, Marcel shares what breaks as agencies grow, and how small optimizations can make the difference between momentum and mayhem. If your team’s growing fast, but your numbers aren’t adding up, this one’s for you.

May 2025 Version Update: Usability Improvements

As we move through the spring, we’re tidying up and setting the stage for the big things coming this summer. Our May release focuses on small-but-mighty improvements, such as moving time entries between tasks, clearer unavailable periods in the Bookings tool, and more. Think of it as a spring refresh before a jam-packed June bloom.

Pricing, Profitability & Predictions with Karl Sakas

What if you could charge more, and keep your best clients happy? Karl Sakas has spent over 20 years in agency operations and consulting, helping more than 600 agencies shift from reactive to strategic. In this episode, he joins us to break down why pricing isn’t just about numbers – it’s an ops play, and one that can define your agency’s future. Here’s what we get into: Whether you’re raising rates, tightening up scope, or exploring performance-based models, this episode is full of sharp, practical insights to help you price smarter and scale with confidence.

Metrics That Matter: A Guide For Agency Ops Managers

Operations managers in agencies have a lot on their plates—making sure projects run well, teams stay on task, and money is being spent wisely. But without the right numbers, it’s hard to tell how things are really going. Below are the most important things to track to keep your agency running smoothly, along with tips from experienced leaders on what really makes a difference.

Why your tools aren't talking & what it's costing you w/Ryan Pearcy

Your tech stack might be holding your agency back more than you think. Ryan Pearcy, founder of Digital Transformers and chartered accountant, has helped countless agencies untangle their systems and make smarter, faster decisions. He’s spent nearly 15 years helping service-based businesses clean up their systems, bringing finance, tech, and process together so leaders can make decisions based on reality.