AI is moving fast in professional services firms.

And while most conversations focus on efficiency gains and new tools, the harder questions are around risk – ownership, liability, and what happens when AI use goes wrong.

In this episode of The Handbook, Harv Nagra is joined by Sharon Toerek, a leading expert on IP and legal risk in the creative and consulting space, to unpack what AI really changes for operations leaders – and what needs to be in place to protect your business

Here’s what they dive into:

📄 What actually happens to IP when work is human-created, AI-assisted, or fully AI-generated
🔐 The data privacy risks agencies and consultancies often underestimate
🧭 Sharon’s five-step framework for building an AI-ready workplace
📝 How contracts, policies, and client conversations need to evolve as AI becomes operational

If you’re an ops leader trying to balance innovation with risk, this episode is a practical reminder that AI governance isn’t a legal edge case anymore – it’s part of running a mature, well-managed operation.

Additional Resources:
👉🏽 Follow Sharon on LinkedIn: https://www.linkedin.com/in/sharontoerek/
🌐 Check out Sharon’s website: https://legalandcreative.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.

Most service businesses don’t stall because of a lack of talent or ambition. They stall because the business quietly outgrows the systems it was built on.

In this episode of The Handbook, Harv Nagra sits down with Jason Swenk – agency founder turned advisor who’s spent two decades helping agencies and consultancies scale with more confidence and less chaos.

After building and selling his own eight-figure agency, Jason codified the patterns he kept seeing into an eight-system framework for predictable growth.

We unpack why so many leadership teams feel stuck, what actually breaks as businesses scale, and how operators can help reset the foundations before things start to crack.

Here’s what we get into:

• Why clarity, positioning, and offering are the foundations everything else depends on
• How to move from reactive growth to a more deliberate, scalable operating model
• The difference between prospecting and sales – and why skipping steps causes pain later
• How delivery, ops, and leadership systems protect margins and give leaders time back
• What it really means to transition from founder mode to CEO mode

Whether you’re an Ops Director, COO, or part of a leadership team trying to break through a growth ceiling, this conversation is a strong reminder that maturity isn’t about working harder – it’s about building the right systems at the right time.

Additional Resources:

👉🏽 Follow Jason on LinkedIn: https://www.linkedin.com/in/jasonswenk/

💻 Jason’s website: https://jasonswenk.com/

🎧 Jason's podcast: https://www.agencymastery360.com/podcast

👨🏽 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.

A short one to close out the year! 🎁

No frameworks. No deep dives. Just a genuine thank you.

Whether you found The Handbook last week or you’ve been listening since episode one, I wanted to reflect on the year and say how much I appreciate you making time for the show.

This year I’ve had the chance to sit down with brilliant operators and leaders across agencies and consultancies, covering people, process, tools, data, and growth – all anchored by one belief: operational maturity is what lets professional service businesses scale without burning people out.

I'd also love your input on what to tackle next!

What should we go deeper on next year?
What’s been most useful?
What challenges are you dealing with right now?

Please fill out the short survey below, and it genuinely shapes what comes next for the podcast.

Survey: https://bit.ly/handbook25survey

Have a great holiday, and see you in 2026!