Teams | Collaboration | Customer Service | Project Management

June 2025 Version Update: ELI Insights & Enhanced Project Metrics with Trends and Alerts

Hold onto your hats because this month’s update is a big one! From a brand new skill set for our AI-powered smart companion ELI to enhanced project metrics with trends and alerts, and a redesigned task list that speeds up your everyday work – everything in this update is built to remove friction and help your team move faster and stay informed.

The Financial Fog: 8 Signs Your Agency's Going Broke

If you’ve ever spent time in a city like San Francisco or Milan, you know that fog usually creeps in overnight—unnoticed until you wake up in the thick of it. Financial “fog” at an agency can feel the same way. Seemingly out of nowhere, cash gets tight, a retainer client drops, and now, you’re not sure you can cover payroll. And although this financial trouble feels sudden, there are almost always clues leading up to it.

Agency Operations: Lessons from WPP's Global Ops Lead

To run your agency efficiently, you need to have the right foundation in place. Otherwise, you’ll have to constantly put out fires and solve daily problems—which is frustrating for everyone. Take a step back and evaluate your big-picture agency operations with tips from our podcast interview with Preston Chandler, Global Practice Lead for Strategic Operations at WPP. Learn how to get to the root of agency inefficiencies and address them with a simple, four-category framework.

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.

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.

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.

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.