Teams | Collaboration | Customer Service | Project Management

How to Scale Smarter: Productizing Value with Brian Kessman

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.

The Executive's Guide to Top-Down Revenue Forecasting

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.

Ops as an Enabler: Improving Delivery Team Productivity

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.

How to Optimize Your Agency Sales Process: Lessons From Six-Figure Agencies

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.

Is PSA Software Worth It? This Flowchart Will Tell You

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.

Implement Your PSA Software the Right Way: 15 Tips From Experts

Professional Services Automation (PSA) software is a big investment. And naturally, you want maximum value from day one. But there’s one sure-fire way to sabotage your ROI: Deploying your new software without structured implementation or onboarding support. We spoke to Scoro’s service delivery experts to uncover the most common pitfalls teams encounter when implementing PSA software, along with practical advice on how to avoid them.

August 2025 Version Update: Quote Estimation Matrix & Budgeted Time by Roles

Our August update brings powerful improvements to the core experience of Scoro. Explore the new quote estimation matrix for managing deliverables with multiple roles and doers. Gain more visibility into the time budget by roles at the task level. And that’s just the start – we’ve packed in many other improvements to bring more efficiency and ease to everyone’s day!

The Operator's Guide to Mergers & Acquisitions with Dom Hawes

From the outside, M&A can seem like a clean transaction – a new parent company, a logo change, a cheerful announcement. But inside? The reality is messier. Integration. Culture clashes. Reporting headaches. And a long list of decisions that determine whether the deal actually works. Dom Hawes has lived both sides. After his own agency was acquired (badly), he went on to build Selbey Anderson – a marketing services group backed by private equity, designed from day one to scale through M&A.

4 Critical Areas for Agency Growth (And Real Tips to Improve)

Small agency problems only compound as you grow—going from minor inconveniences to massive headaches. Sure, your revenue goes up as you scale. But without addressing the inefficiencies that lie at your agency’s foundation, it won’t be sustainable. You’ll have issues with profitability, productivity, and further growth. To discuss solutions, we spoke with agency operations expert Manish Kapur, who brings over 25 years of experience to the table.

Sales Pipeline Forecasting: From Guesswork to Growth

Without visibility into likely revenue, you’re flying blind. That means missed targets, wasted resources, and gut-based decisions that erode profit over time. But when you know how to forecast sales from your pipeline, you can make data-driven, confident decisions that support your bottom line. Here’s how.