Scoro

There’s only one thing worse than losing work. And that’s winning work that drains your profit. 👎 In the latest episode of The Handbook Podcast, Rory Spence, Head of Commercial at The Wow Company, breaks down a mistake agencies can’t afford to keep making: chasing revenue at the expense of profit. Mature, confident businesses say no to low-margin work. It’s not about being busy, it’s about being smart. 💼 With Scoro you get real-time profitability insights by client and project. Helping you double down on what’s working and adjust what’s not. Ask yourself: Are we growing... or just grinding? Follow the links to listen to this episode of The Handbook in the comments 👇

Most agencies treat strategy as a custom creation. When it could be a repeatable product. ♻️ The idea of productizing strategy might seem unusual. But according to agency consultant Max Traylor, it’s one of the best ways to increase profitability and make your agency’s value clearer. In this episode of The Handbook Podcast, Max explains how to treat strategy as a product. Rather than a one-off, bespoke service. This allows you to: ✅ Standardize your process, pricing, and deliverables ✅ Set clearer expectations with clients (so they know what they’re buying) ✅ Reduce scope creep and improve profitability ✅ Make your services easier to sell, upsell, and scale If clients instantly understand what you do, how you do it, and what it costs, you’re in a much stronger position. Do you think strategy can be productized? Or does it always need a custom approach? Let us know in the comments 👇

Many agencies give away strategy for free. Here’s how to fix that... On the latest episode of The Handbook Podcast, Agency Churn Consultant Max Traylor, shared a simple way agencies can stop giving away strategy for free. And start getting paid for it. 🤑 Instead of handing over insights for free, turn them into a paid roadmap. Something a CEO or VP can approve without a long decision process. Sell the plan for $5K–$10K as a clear next step. Not sure how to package it? Start with an Alignment Workshop. Clients often come in with messy briefs and unclear goals. This workshop helps them, and you, get clarity on: ✅ What actually matters for their business ✅ Where their current approach is falling short ✅ The steps they need to take next From there, you build a roadmap that not only guides them but also creates natural upsell opportunities. Instead of pushing new services later, you’re simply following through on the plan they already bought into. That’s how agencies move from free advice to paid strategy. And from vendor to trusted partner. 🤝 🎧 Hear the full conversation with Max Traylor. Links in the comments. 👇

Tired of manual invoicing slowing you down? With Scoro’s two-way sync with Xero you can: ✅ Eliminate manual data entry with automated invoice sync ✅ Get real-time profitability insights without switching tools ✅ Keep project managers updated on payment status automatically "Integrating Scoro with Xero has smoothed out our financial process, making daily operations seamless," says MJ van Lingen, Global Production Partners. Work smarter, not harder. See how Scoro + Xero can streamline your invoicing. Link in comments. 👇

Are your projects as profitable as they should be? 💰 Many businesses focus on revenue but overlook delivery margin—the one metric that reveals how much profit you’re actually making on each project. If you’re not tracking it, you might be: 🔴 Underpricing your work 🔴 Misallocating resources 🔴 Overspending without realizing it We’ve put together a beginner’s guide to calculating project profitability with helpful benchmarks so you can: ✅ Price projects with confidence ✅ Allocate resources efficiently ✅ Control expenses before they eat into profits Scoro makes it easy to track project profitability in real-time, so you always know where your money is going. Check out the full article in the comments for a detailed breakdown. 👇

What’s the fastest way to get new starters up and running on your tools? ⚡ Throwing them into the deep end and hoping for the best? Probably not. 🤪 💡 Instead of throwing new hires straight into live projects, Harv Nagra recommends running scripted practice scenarios. This gives new team members a chance to explore tools in a low-stakes environment—so they can learn by doing, without the pressure of real client work. How did Harv do it? He created step-by-step simulations covering everything from an end-to-end project workflow in Scoro to the finer details of managing files in Dropbox. This hands-on approach helps new hires build confidence, gain practical experience, and make mistakes safely—so they’re truly prepared when it counts. Want to level up your onboarding process? Learn all about best practices and documentation in Harv’s recent webinar with Agency Folk. 🎥 🔗 Follow the link in comments to watch the webinar recording.

💡 The way agencies build teams might be slowing them down. Most agencies staff up for each project from scratch, thinking it’s the best way to stay flexible. But according to Preston Chandler - WPP's Global Practice Lead for Strategic Operations, this constant reshuffling is actually wasteful and inefficient. 🚫 Why? Because it takes 3-6 months for a team to truly hit its stride, and the average agency project lasts… 3-6 months. Just as teams start working well together, they’re broken up and the cycle starts all over again. 🔄 In this clip, Preston explains why shifting to long-term, dedicated teams leads to: ✅ Less time wasted on resourcing ✅ Stronger team collaboration ✅ More efficient, high-performing work 🎧 Catch the full episode—links in the comments! 👇

Design de Plume Inc. boosted project profitability by over 20% with Scoro. 🚀 Managing creative projects efficiently while keeping profitability in check isn’t easy—especially when you're juggling spreadsheets and disconnected tools. That was the challenge for Design de Plume, an Indigenous and women-owned creative agency. Since switching to Scoro, they’ve transformed the way they manage projects, track resources, and make data-driven decisions. 📈 "With Scoro, project profitability has increased by over 20%. We now have real-time visibility into budgets, utilization, and scope changes." – Meggan Van Harten, Co-CEO, Design de Plume. Curious how they did it? Read the full case study 👇 Link in the comments!

Most agencies build teams around projects—but what if we flipped that? 🔄 In our latest episode, Preston Chandler, WPPs Global Practice Lead for Strategic Operations, challenges the traditional approach to staffing. Instead of constantly assembling new teams, he explains why keeping dedicated teams intact and assigning work to them leads to better efficiency ⚡, collaboration 🤝, and overall success. 📈 In this clip, Preston breaks down how long it really takes for a team to hit peak performance—and why constantly reshuffling talent might be holding your agency back. 🚦 🎧 Listen to the full episode—links in the comments! 👇

A scalable agency starts with one thing: a strong operational foundation. 💪 Without a central source of truth, processes get messy, best practices don’t stick, and teams struggle to work efficiently. But how do you document what matters—and actually get people to use it? Join Harv Nagra (former Agency Ops Director and host of The Handbook: The Agency Operations Podcast) and Michael Murdoch (Agency Folk, Story Cube) for an interactive, ops-focused session on: ✅ Building (or rebooting) your agency handbook – What to include and how to structure it. ✅ Choosing the right documentation tools – The best platforms to capture and share workflows. ✅ Using documentation for training & onboarding – Turn your handbook into a real asset. ✅ Embedding best practices across your team – Get buy-in and make processes stick. 📅 Date: THIS WEEK on Thursday, 13th Feb ⏰ Time: 14:00 - 15:00 GMT 💻 Location: Online Expect an interactive session where you’ll exchange ideas, learn from others, and leave with practical strategies you can apply right away. 🔗 Register for free – link in the comments.