The Handbook: The Operations Podcast

New series alert: Ops Quickies — snackable episodes on tech, tools, and systems. 🍿

We're kicking off with a big question wrapped in The Clunkiest Acronym: what the heck is a PSA ... or professional services automation platform?

Harv explains why the name’s a problem, what this kind of platform actually does, and why service businesses need to start paying attention.

If you've got any questions about ops tech, PSAs, or Scoro, drop me a message on LinkedIn. I'd love to hear from you – and might even turn it into a mini episode. 

And if you know someone who needs this explainer, forward it on and ask them to give it a listen.

Your ops might be ticking along just fine.

But what if your founder got sick tomorrow? What if your top client left? What if you had to make a big decision with zero visibility on the numbers?

You might not be planning to sell your agency – but you should run it like you are.

Because when you adopt that mindset, you zoom out. You stop firefighting. You start building a business that runs without you.

This week on The Handbook, Harv sits down with Sam Wood – fractional COO and founder of consultancy Ottesu – to talk about how agencies and consultancies can apply board-level thinking without needing to set up an actual board.

Because a business that’s sale-ready is a business that’s well run.

In this episode, Sam breaks down the five areas every agency should be reviewing regularly – whether you’re building to exit or just want better control of the ship.

Here’s what we get into:

• Why applying board-level thinking doesn’t mean setting up a boardroom – and how to start
• How to define and operationalize strategy (it’s not just a slide in onboarding)
• Why culture starts with leadership behavior (not beers and pizza)
• How to build capability and resilience so your business doesn’t depend on heroics
• How to reduce risk and spot gaps in capability before they break you
• The one performance metric every service business should be tracking if they want to be profitable

Whether you're an ops lead or MD, this one’s packed with practical ways to futureproof your agency.

Additional Resources:

Follow Sam Wood on LinkedIn: https://www.linkedin.com/in/sam-wood-gaicd-9023a54a/ 

Check out Ottesu’s website: https://ottesu.com.au/ 

Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra 

Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter.

This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

Is your business growing, but it still feels messy?

This solo episode from Harv looks back at one year of The Handbook podcast, and it’s a big one. Harv recaps what he’s learned from a year of speaking with ops leaders across the agency world. He packages it all into one whirlwind tour of the five core pillars of operational maturity: people, process, tools, data, and growth.

If you’ve missed a few episodes (or want a cheat code to benchmark your agency’s ops maturity), this is your starting point. Or your reset.

Here’s what Harv dives into:

• Why operational maturity, not creativity or client relationships, is the biggest differentiator for scale
• What smart people practices actually look like, from efficient and effective hiring to career path frameworks
• How to build a sales engine that doesn’t rely on panicked effort or founder charisma
• Why a tech stack is only as good as the strategy underneath it
• What it really means to be data-driven, beyond just dashboards
• And what common agency growth mistakes still trip up even the most ambitious teams

Plus, you’ll hear key takeaways from guests like Manish Kapur, Karl Sakas, Preston Chandler, Jenny Plant, and many more.

Additional Resources:

• Harv’s webinar on documentation & best practice here: https://youtu.be/RroxOVlSwIk 
• Learnings and tools from Freia Muehlenbein's 'how to pitch' episode: https://www.scoro.com/blog/how-to-pitch-a-client/ 

Follow Harv on LinkedIn: https://linkedin.com/in/harvnagra

Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter: https://www.scoro.com/podcast/#handbook 

This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

Ops Leaders, are you unintentionally making life harder for your delivery team?

Galen Low, co-founder of The Digital Project Manager and host of The Digital Project Manager podcast, joins us to flip the lens, and spotlight the real impact of operational decisions from the delivery floor up.

Galen has spent years helping digital PMs thrive in chaotic environments. In this episode, he shares the signs leaders might be missing when systems break down and how to create structures that support people doing the work.

Here’s what we dive into:

• How layoffs and role blending are pressuring delivery teams
• The hidden cost of heroic project managers who just “make it work”
• What agencies get wrong about tool rollouts (and how to fix it)
• How to better onboard freelance talent
• The link between trust, autonomy, and delivery excellence

Galen also offers advice on listening to your PMs, empowering teams, and building resilience into your operations, without burning people out.

And – this is part one of a two-way podcast exchange! For part two, head over to The DPM Podcast where we flip the mic and explore what it takes to build operational models that truly support delivery.

Additional Resources:

Listen to PART TWO on The Digital Project Manager podcast: https://thedigitalprojectmanager.com/podcast/how-project-managers-can-thrive-in-evolving-agency-models/

The Digital Project Manager website: https://thedigitalprojectmanager.com/membership/

DPM on YouTube: https://www.youtube.com/channel/UCcgWl0Rda9bHhOJTcIy8XwQ

DPM on Instagram: https://www.instagram.com/thedigitalpm/

Follow Galen Low on LinkedIn: https://www.linkedin.com/in/galen-low-digital-transformation-advisor/

Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/ 

Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter: https://scoro.com/podcast/#handbook

This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

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. They also explore how ops folks can step up as strategic leaders, driving these initiatives, especially as AI is forcing agencies to become more adaptable than ever.

Here’s what we get into:

• Why agencies that plan beyond month-to-month win long-term
• Manish’s 7-part workshop format that delivers clarity, alignment, and action
• How to navigate alignment across multiple offices and entities
• The role of ops in driving, not just supporting, AI strategy
• Why senior buy-in is the secret to getting big initiatives done

Whether you're leading change or nudging it along, this conversation is packed with real-world tactics to keep your agency moving forward.

Additional Resources:

Manish's workshop playbook: https://www.scoro.com/podcast/episode/strategic-ops-unlocked-manish-kapur-workshop-playbook/

Follow Manish on LinkedIn: https://www.linkedin.com/in/manishkapur/ 

Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/

Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter. Sign up here: https://scoro.com/podcast/#handbook

This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

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.

Here’s what we dive into:

• The critical headcount thresholds where agency ops tend to break - and what to do at each stage
• The metrics that really matter when you’re trying to scale profitably
• How to build a top-down forecasting model that’s simple, fast, and actually useful
• How to align your leadership team around a shared, consistent view of performance
• Why data hygiene matters, and how to balance accuracy vs precision to help you make smarter, faster decisions

Marcel also breaks down the operational traps that create noise, slow growth, and kill clarity. Plus what you can do right now to lead with better insight.

Additional Resources:

Follow Marcel on LinkedIn: https://www.linkedin.com/in/marcelpetitpas/

Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/

Parakeeto’s Website: https://parakeeto.com/

Marcel’s Agency Profitability Toolkit: https://parakeeto.com/toolkit/?utm_source=Earned+Media&utm_medium=Podcast+Appearance&utm_campaign=Harv+Nagra 

Parakeeto's Foundation Course: https://course.parakeeto.com/?utm_source=Earned+Media&utm_medium=Podcast+Appearance&utm_campaign=Harv+Nagra

The Agency Profit Podcast: https://agencyprofitpodcast.simplecast.com/ 

Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter: https://scoro.com/podcast#handbook

This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

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:
• Why time & materials pricing is on the way out, and what to do instead
• How to use “value anchoring” as a bridge to value-based pricing
• How to strategically churn clients that are holding you back
• Why you should consider raising your prices annually
• Why AI tools shouldn’t just make you faster, but more profitable too

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.

📝 Articles & Blog Posts:
Karl’s Predictions for the Agency Space in 2030.

A Step by Step Approach to Raising Prices at your Agency.

How to Raise Prices – Case Study.

📚 Books by Karl Sakas
Calm the Chaos: 10 ways to run a better agency.
Work Less, Earn More: How to Escape the Daily Grind of Agency Ownership.

Additional Resources:
Karl’s Website – Sakas and Company.
Follow Karl on LinkedIn.
Follow Harv on LinkedIn.

Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter.

This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

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.

In this episode, he helps Harv troubleshoot three common (and all-too-familiar) agency tech stack scenarios.

Here’s what we get into:

• Why disconnected tools lead to risky, gut-feel decisions, and how to fix that
• How spreadsheet chaos is a sign you’re due for a system rethink
• What to do when your systems aren’t quite delivering, but you’re still paying for them

Whether you’re early-stage or at 100+ people, this one’s a must-listen if your agency is still duct-taping its way through operations.

Additional Resources:

Follow Ryan on LinkedIn. 

Follow Harv on LinkedIn.

Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter.

This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

How do agencies stack up in 2025?

The results are in for BenchPress 2025. The UK’s largest benchmarking survey for independent agencies has revealed some surprising (and shocking) trends about the state of the industry.

To break it all down, Rory Spence, Head of Commercial at The Wow Company, joins us to unpack the data, trends, and opportunities that agency leaders need to know.

In this episode, we cover:

• Why 2024 was a brutal year for many agencies (and how to bounce back)
• Profitability trends and how top-performing agencies maintain strong margins
• AI’s growing role in agency operations (and the pricing mistake you must avoid)
• The power of confidence in agency success - and how to build it

If you're focused on making your agency more efficient and financially stronger, these insights will help you drive meaningful change. 

Additional Resources:

Download the full BenchPress 2025 report at thewowcompany.com/BenchPress

Follow Rory on LinkedIn: https://www.linkedin.com/in/rory-spence-63023884/

Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/

Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter.

This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

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.

Here’s what we cover:

• Why giving away strategy in proposals undervalues your expertise, and how to change that
• How to stop being seen as a vendor and build stronger relationships with decision-makers
• The first steps to productizing your strategy and selling it as a standalone offer

Plus, Max explains how agencies can gain access to high-level conversations, avoid being “vendorified,” and turn strategy into a scalable revenue stream.

Additional Resources:

Download Max’s book, Agency Survival Guide: https://www.maxtraylor.com/book 

Follow Max on LinkedIn: https://www.linkedin.com/in/maxtraylor/

Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/

Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter.

This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.