Teams | Collaboration | Customer Service | Project Management

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.

6-Step Resource Allocation Process for Professional Services

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 The Nordic agency initially used an outdated task management tool to assign projects.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.