Teams | Collaboration | Customer Service | Project Management

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.

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.

Resource Planning for Multiple Projects: 4-Step Process

As your business scales and your team takes on more clients, you need to adapt your resource planning methods. Why? Because the approach that helped you manage one project won’t be as effective when juggling 10 or 100. With a system that supports resource planning for multiple projects, you can thoughtfully assign people, tools, and budgets—without worrying about overwork, project delays, or cost overruns. And still keep your margins up.

9 Workload Management Strategies to Balance Team Capacity

Workload management is the process of assigning projects and tasks across your team based on capacity, skills, and priorities. The goal is to maximize team members’ billable availability and experience levels, keeping them in a 70-80% utilization range. If you give team members too much work, they’re prone to burnout and making mistakes while rushing to meet deadlines. And underutilized staff become disengaged and represent lost opportunities to bring in revenue.