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The Handbook: The Operations Podcast

The Handbook: The Operations Podcast

By: Scoro
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About this listen

Running a serviced based business, an agency or consultancy isn’t just about great client work. It’s about keeping everything behind the scenes running smoothly.


That’s where The Handbook comes in. Our goal? To help you take your business to the next level of business maturity.


This podcast is for operations and service-business leaders who are juggling it all – people, processes, finance, tech, and everything in between.


Every other week, we dive deep into a specific challenge that businesses face as they grow in headcount and complexity. You'll get practical insights and real-world advice from experts who’ve been there, solved the problems, and know what works.


If you’re looking for smarter ways to scale, streamline, and strengthen your business, you’re in the right place. Welcome to The Handbook community, your go-to guide for better business operations.


And don’t forget to sign up for The Handbook newsletter – we’ll send you the key takeaways from each episode straight to your inbox: scoro.com/podcast/#handbook


The Handbook: The Operations Podcast is brought to you by Scoro.

© 2025 Scoro Software
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Episodes
  • Ops Quickie: When your stack starts to crack 😬
    Sep 16 2025

    Ops Quickies – snackable episodes on tech, tools, and systems. 🍿

    This one’s for anyone who’s ever looked at their jumble of spreadsheets and apps and thought: “Is this normal?”

    Harv explains why the state of your tech stack is actually a mirror of your business maturity – from The Chaotic Era where everything’s buried in spreadsheets and copy-paste is your main 'process', through The Stable Era where processes click into place, and up to The Data-Driven Era where your systems finally give you a clear view of the road ahead.

    He also shares the headcount milestone where cracks really start to show if you don’t have a PSA like Scoro in place.

    Not sure where you stand? Take Harv’s Business Maturity Quiz (3 minutes, 25 questions) at https://bit.ly/assess-business-maturity and see how your setup stacks up.

    And if you know someone stuck in spreadsheet purgatory, send this episode their way.

    Show More Show Less
    3 mins
  • Lessons From Scaling $750k to $25m with Lindsey Head
    Sep 9 2025

    Touch the same piece of information more than twice – fix the workflow. That’s the kind of CFO-meets-COO thinking we get into in this episode of The Handbook, where Harv sits down with Lindsey Head to connect the dots between finance, ops, tech, and people – and what really changes when you standardise how the business runs.

    Lindsey helped scale a PR agency from 5 to 125 people and $750k to $25m in revenue, leading finance, ops, HR, tech, legal and M&A along the way – so she’s seen where the cracks form, and how to close them.

    Here’s what we dive into:

    • The case for “non-billable” hires early – why dedicated new-business and ops roles pay for themselves, and a simple admin-as-%-of-revenue rule of thumb (aim for ~7–8%).

    • Systems thinking > shiny tools – map the ideal information flow first, then pick tech to automate it. If you’re touching the same data repeatedly, the process is broken.

    • Change management that actually works – phase rollouts, involve users early, test, train, and measure adoption before you “go live.”

    • Multi-entity without the migraines – standardise what you can across entities, respect local nuance (currency, tax, PTO), and use partners/EORs when expanding fast.

    • Run the business by the numbers – utilisation, gross margin by client, and labour % tell the truth; AI can accelerate FP&A and reporting, but you still sanity-check the outputs.

    If you’re feeling buried under tools, processes, and hiring questions, Lindsey’s final nudge is simple: pause, map “how it’s going” vs “how it should go,” and focus this quarter on the single change that unlocks the most leverage.


    Additional Resources:

    👉🏽 Follow Lindsey Head on LinkedIn: https://www.linkedin.com/in/lindseylhead/

    💡 Check out Pulse Business Group: https://pulsebusinessgroup.com/

    👨🏽 Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/

    📈 Measure your business maturity and find out how to get to the next level: https://bit.ly/assess-business-maturity

    📬 Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter: https://www.scoro.com/podcast/#handbook

    ➡️ This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system. Sign up for a free trial or a demo at https://scoro.com/demo – and for the VIP treatment, tell them Harv sent you.

    Show More Show Less
    40 mins
  • Ops Quickie: What ERA is your business in? Find out here!
    Aug 26 2025

    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...

    Harv's launched a business maturity quiz to help you see where your business sits across people, process, tech, data, and growth, and what to focus on next.

    It's only 25 questions and takes just 3 minutes. You get your results – and actions on where to focus to level up.

    So which era is your business in – The Chaotic Era? The Glimmers of Growth Era? The Stable Era? The Data Driven Era? Or The Innovation Era?

    👉 Take the quiz here: https://bit.ly/assess-business-maturity

    Shout out to PSA platform Scoro for supporting this initiative!

    Check out scoro.com and if you sign up for a demo – tell them Harv sent you!

    Show More Show Less
    3 mins
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