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Artwork for The Handbook: The Operations Podcast

The Handbook: The Operations Podcast

Scoro
Agency Operations
Scoro
Project Management
Professional Services Automation
Agencies
Operational Efficiency
Business Maturity
Tech Stack
Mergers and Acquisitions
Digital Transformation
Agency Marketing
Automation
Forecasting
Financial Metrics
Change Management
Sales Optimization
Service Businesses
Operations
Productivity
Business Growth

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... more

PublishesTwice monthlyEpisodes61Founded2 years ago
Number of ListenersCategories
MarketingBusiness

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Artwork for The Handbook: The Operations Podcast

Latest Episodes

Most leaders in professional services are making decisions every day that come back to the finance – but no one ever actually taught them the numbers. 

In this episode, we're pulling back the curtain on the financial foundations that every leader ne... more

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We've got 3 upcoming events over the next two weeks – including a live webinar, a breakfast in Toronto, and a conference in NYC. Which one can you attend?

Online Webinar – Tuesday 23rd June, 12pm UK 

Find out how a global, multi-entity consultancy ... more

Most businesses will go through some kind of change management challenge – a new tool, a restructure, a rebrand. But what does it look like when you're doing that across eight acquired businesses, each with their own people, systems, culture, and way... more

Most professional services firms are generating revenue. But somewhere between producing a quote and issuing the final invoice, profit gets eroded. And more often than not, the root cause runs deeper than you'd expect – it's that nobody in the busine... more

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Recent Guests

Galen Low
Galen Low from the Digital Project Manager, hosting the handbook breakfast sessions
Digital Project Manager
Episode: 3 events in June: Toronto, NYC & online – join me!
Karl Sakas
Agency Hackers founder, industry thought leader
Agency Hackers
Episode: 3 events in June: Toronto, NYC & online – join me!
Jonathan Healey
Group Technology Director at IDHL, a UK-based digital agency group
IDHL
Episode: 8 Acquisitions: The Ops Lessons Most People Learn Too Late with Jonathan Healey
Rich Brett
FinOps expert
Independent/Consultant
Episode: Why Only 13% of Firms Feel Ready to Scale – with Manish Kapur & Rich Brett
Alex Bodini
CEO of Spin Brands
Spin Brands
Episode: 6 Ops Changes That Took This Business from Scrappy to Scalable – with Alex Bodini
Nicky Russell
Co-founder and managing partner of WDC, We Deliver Change; chair of Creative Operations Summit London; co-founder of IHULK (In-House Agency Leaders Club)
WDC London
Episode: Why Ops Is Really About Culture (Not Just Process) with Nicky Russell
Dom Hawes
Marketing services executive with experience leading 11 acquisitions and scaling a marketing services group to 22 million pounds in 30 months
(not explicitly stated in transcript)
Episode: Live event: Run like you're looking to sell, 19 March
Robert Patin
Expert who works at the intersection of finance, delivery operations, pricing, and strategy for agencies and consultancies
Episode: From 11% to 43% Net Profit – Fixing the Fundamentals with Robert Patin
Sharon Toerek
IP attorney advising agencies and consultancies on ownership, contracts, and AI compliance
Independent law practice / IP advisory
Episode: 5 AI Guardrails COOs Need to Put in Place Today with Sharon Toerek

Host

Harv Nagra
Host of The Handbook: The Operations Podcast, focusing on operational maturity for service-based businesses.

Reviews

5.0 out of 5 stars from 73 ratings
  • So nice to feel part of an ops community!

    This podcast has helped me understand where to focus my attention as an ops leader. The guests have been amazing and Harv asks really useful questions that offer advice I can actually implement.

    Apple Podcasts
    5
    Monica2929
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Strong guest lineup consistently delivers value for ops and finance professionals.
Community-focused vibe and helpful resources beyond episodes (e.g., quizzes and breakfast sessions).
Listeners appreciate practical, actionable takeaways that translate into real-world improvements.
Harv asks insightful questions that help translate complex topics into implementable steps.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Revenue Is Up. Profit Isn't. Here's Why with Rich Brett
Q: Why is it important that everyone in the business understands the numbers and how they relate to value?
Because every role, even junior, contributes to decision-making and communicating about money, and a shared commercial understanding helps the whole team move toward the same financial goals.
6 Ops Changes That Took This Business from Scrappy to Scalable – with Alex Bodini
Q: What was the hardest part of the transformation, culturally or operationally?
The toughest aspect was reconciling the old, chaotic spin with the new, more structured “grown-up” Spin, managing the shift to accountability while maintaining energy, culture, and a sense of camaraderie that had previously driven the business.
6 Ops Changes That Took This Business from Scrappy to Scalable – with Alex Bodini
Q: In your own words, what did each stage of Spin's journey look like inside the business?
Alex describes starting from a grassroots, hands-on setup with little external structure, moving through a period of 'still scrappy' growth, and then transitioning to a mature, multi-entity organization with formal processes, dedicated leaders, and scaled governance.
How to Run Annual Planning Like a CFO (Even If You’re Not One) with Adam Cooper
Q: what makes a forecast useful for decision-making beyond the finance team?
Link forecasts to KPIs (financial and non-financial), involve leadership and delivery teams, and treat the forecast as a living document that informs hiring, resource planning, and service delivery.
How to Run Annual Planning Like a CFO (Even If You’re Not One) with Adam Cooper
Q: how should a forecasting process work in a typical agency or consultancy?
Start with a kickoff meeting led by the CEO/MD and CFO, then have bottom-up budgets from budget holders, consolidate them top-down, and run a second round to finalize the budget; then track actuals and run quarterly reforecasts.

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Frequently Asked Questions About The Handbook: The Operations Podcast

What is The Handbook: The Operations Podcast about and what kind of topics does it cover?

A practical, operations-focused show about scaling professional services firms, with a heavy emphasis on aligning finance, delivery, and strategy to improve profitability and growth. Episodes frequently tackle topics like finops education, data-driven forecasting, operational maturity, and the role of culture in scaling agencies and consultancies. Notable strengths include hands-on frameworks, actionable milestones, and guest lineups that span CFOs, agency founders, legal/AI governance experts, and seasoned operators, offering clear takeaways for listeners aiming to mature their businesses and drive measurable value.

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Which podcasts are similar to The Handbook: The Operations Podcast?

These podcasts share a similar audience with The Handbook: The Operations Podcast:

1. The Agency Hackers Podcast
2. unPAUSED with Dr. Mary Claire Haver
3. The Rest Is Politics: Leading
4. The Rest Is Politics
5. The News Agents

How many episodes of The Handbook: The Operations Podcast are there?

The Handbook: The Operations Podcast launched 2 years ago and published 61 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Handbook: The Operations Podcast?

Recent guests on The Handbook: The Operations Podcast include:

1. Galen Low
2. Karl Sakas
3. Jonathan Healey
4. Rich Brett
5. Alex Bodini
6. Nicky Russell
7. Dom Hawes
8. Robert Patin

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