Teams | Collaboration | Customer Service | Project Management

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6-Step Resource Allocation Process for Professional Services

Apr 1, 2025 By Team Scoro In Scoro
Resource allocation can be tough. Take it from Aava and Bang. The Nordic agency initially used an outdated task management tool to assign projects. But because the tool had no resource planning capabilities, they had to check with each team member and hang up a hand-drawn schedule to plan their projects. After switching to Scoro, the agency now has a real-time view of their team’s availability. So team leads can easily assign work and keep projects on schedule without overworking employees.
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Resource Planning for Multiple Projects: 4-Step Process

Mar 25, 2025 By Team Scoro In Scoro
As your business scales and your team takes on more clients, you need to adapt your resource planning methods. Why? Because the approach that helped you manage one project won’t be as effective when juggling 10 or 100. With a system that supports resource planning for multiple projects, you can thoughtfully assign people, tools, and budgets—without worrying about overwork, project delays, or cost overruns. And still keep your margins up.
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9 Workload Management Strategies to Balance Team Capacity

Mar 25, 2025 By Kiran Shahid In Scoro
Workload management is the process of assigning projects and tasks across your team based on capacity, skills, and priorities. The goal is to maximize team members’ billable availability and experience levels, keeping them in a 70-80% utilization range. If you give team members too much work, they’re prone to burnout and making mistakes while rushing to meet deadlines. And underutilized staff become disengaged and represent lost opportunities to bring in revenue.
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29 Tools for Agencies Looking to Scale: From Work Management to Finance, CRMs & More

Mar 19, 2025 By Team Scoro In Scoro
Whether you run a marketing, digital, creative, or advertising agency, the right tech stack can help you streamline operations, improve efficiency, and boost profitability. To help you build the ideal tech stack for your team, we rounded up our favorite agency tools for everything from work management to marketing automation to appointment scheduling. Here are our top picks.
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Revenue Per Employee: Formula, Benchmarks, & Ways to Improve It

Mar 19, 2025 By Team Scoro In Scoro
Revenue per employee (RPE) is the net average revenue your employees generate. Net refers to revenue minus pass-through costs, like supplier bills and software licenses. This metric tells you if your employees create enough revenue to cover: Agencies and consultancies track this metric because it offers insight into.
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How to Get Clients to See You as a Strategic Partner with Max Traylor

Mar 10, 2025 By Scoro In Scoro
Most agencies add value far beyond execution. They develop methodologies, frameworks, and strategic thinking that help clients make better decisions. But too often, they give that thinking away for free. Only to compete on price when it’s time for execution. Max Traylor has spent years helping agencies break this cycle. He’s an expert in packaging and selling strategy, helping agencies move from order takers to trusted advisors. In this episode, Max shares how to stop the race to the bottom and start getting paid for what you know, not just what you do.
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How to Pitch a Client: A Strategic Framework for Agencies

Mar 4, 2025 By Marilyn In Scoro
Agency pitching isn’t getting easier. Longer sign-off times, smaller budgets, and flat-out ghosting are testing even the most seasoned teams. While market conditions are tough, the real challenge—and opportunity—is refining the pitch process to stay ahead. Be Ryt growth consultant Freia Muehlenbein sat down with us to share her framework for winning new business. Learn how to qualify leads, plan pitches, and deliver proposals that resonate with decision-makers.
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Improve Your Utilization Rate: 8 Ways to Increase Billable Time

Feb 25, 2025 By Team Scoro In Scoro
To maximize profit margins for your agency or consultancy, you need to know how efficiently you’re using your team’s time. Low utilization rates signal lost opportunities to bring in revenue. By boosting them, you can better support your bottom line and keep your team engaged. Use our top nine tips to monitor and improve utilization rates across your organization.
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