Teams | Collaboration | Customer Service | Project Management

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Beginner's Guide to Agile Resource Planning

Aug 31, 2025 By Marilyn In Scoro
Traditional resource planning assumes your projects, priorities, and team availability will stay the same. It works great when everything goes according to plan. But how often does that actually happen? One changed deadline, one team member out sick, or one client emergency, and your carefully crafted schedules start to collapse. Enter Agile resource planning, where you work in flexible cycles and adapt to real-time changes. Here’s how to do it.
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The Invisible Strain: Why Your Team is Struggling (Even If the Numbers Look Fine)

Aug 28, 2025 By Rachel In Scoro
Your dashboards look good. Projects are delivered. Utilization is high. But under the surface, your team is exhausted—and you need to figure out why. Otherwise, “silent” strains will slowly cause low-quality work and turnover that erodes client satisfaction and your bottom line. Here are the five most common reasons teams struggle and how to address them before they impact your KPIs.
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Ops Quickie: What ERA is your business in? Take the business maturity quiz!

Aug 26, 2025 By Scoro In Scoro
Ops Quickies – we're back with another snackable episode. This one’s for anyone who’s ever wondered: Is my business actually set up to scale – or are we just surviving? Harv breaks down: Why business maturity matters What it really means (hint: it’s not about headcount or revenue) Why most service businesses get stuck at the early stages And how you can quickly benchmark where you stand today...
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September 2025 Version Update: Financial Reports & Integration Improvements

Aug 21, 2025 By Sintija Lapiņa-Ērgle In Scoro
While we’re working on our next major update, we’ve focused on delivering a few powerful refinements to our financial reports and integrations. These changes will help you gain deeper financial insights, making it easier to manage your finances.
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The F.A.S.T. Framework: How to Vet New Client Projects

Aug 20, 2025 By Marilyn In Scoro
Accepting any new work that comes your way might seem like a great idea for growth. But in reality, you’re setting yourself up for a margin-eroding nightmare. Taking on bad-fit work burns out teams, derails strategic priorities, and damages client relationships. Instead, use the F.A.S.T. framework to evaluate prospects before you commit. Here’s how it works.
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How to Scale Smarter: Productizing Value with Brian Kessman

Aug 19, 2025 By Scoro In Scoro
When businesses talk about “productizing,” they often picture cookie-cutter scopes and rigid templates. But according to Brian Kessman, that’s missing the point. Brian is the founder of Lodestar Consulting, and he’s spent 25 years helping agencies and consultancies scale without burning out teams or eroding margins. His approach isn’t about productizing services – it’s about productizing value. In this episode of The Handbook: The Operations Podcast, Brian and Harv dig into what that really means, and how it can transform both your client relationships and your bottom line.
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The Executive's Guide to Top-Down Revenue Forecasting

Aug 19, 2025 By Marilyn In Scoro
Many execs at professional services firms forecast revenue based on specific project data. While this granularity might seem like the best option, there’s actually a better (and easier) way to predict income: Top-down forecasting. A top-down approach gives you the speed and flexibility you need to make strategic decisions without getting lost in the details. Keep reading to learn the basics and how to implement it at your company.
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Ops as an Enabler: Improving Delivery Team Productivity

Aug 19, 2025 By Anna In Scoro
Professional services teams face never-ending deadlines and overlapping client demands. And your decisions as an operations manager shape whether your colleagues thrive—or burn out—in those circumstances. As ops consultant Harv Nagra states on a recent episode of “The Handbook:” Most of us didn’t start our careers as operations directors. But now, we’re the decision makers. And while we’re trying to do our best, we might now have our own blinders on.
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How to Improve Business Productivity (According to Senior Leaders)

Aug 19, 2025 By Marilyn In Scoro
If you’re wondering why your team seems busy but profit margins are flat (or even down) you might be stuck in the “productivity trap.” This happens when companies chase work volume instead of value. And it’s one of the most common challenges in professional services firms. We spoke with 20+ business leaders about how to redefine productivity and fix the issues holding your firm back. Let’s dive in.
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How to Optimize Your Agency Sales Process: Lessons From Six-Figure Agencies

Aug 7, 2025 By Rachel In Scoro
Building off a founder’s network and relying on inbound sales can help your agency grow at the start. But it’s not a sustainable long-term approach. We talked to Friday Solved founder Ryan Hall about his approach to scaling sales. With over 23 years of agency experience, including two successful exits, Ryan knows how to sell. Here are his insights and tips to improve each of your funnel stages for the long run.
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Is PSA Software Worth It? This Flowchart Will Tell You

Aug 6, 2025 By Rachel In Scoro
We get it. Spreadsheets are free. Project management tools are cheap. But here’s the truth: They don’t give you a significant, measurable ROI—not like Professional Services Automation (PSA) software can. Think: But how do you know if a PSA is the right investment for your business? You can look at it like a flowchart: Think you’re ready? Keep reading to understand the basics and how to choose the right PSA tool for your team.
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