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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
Digital Transformation
Agency Marketing
Mergers and Acquisitions
Automation
Forecasting
Financial Metrics
Sales Optimization
Service Businesses
Operations
Productivity
Business Growth
Client Retention

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

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

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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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The data is in – and it's not pretty.

After surveying 303 agencies and consultancies through the Business Maturity Quiz, we've launched The Maturity Gap Report, revealing just how wide the gap really is between the firms where operations is a streng... more

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Similar Podcasts

Recent Guests

Rich Brett
Finops expert
Independent/LinkedIn presence
Episode: Revenue Is Up. Profit Isn't. Here's Why with 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
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
Jason Swenk
Agency founder turned advisor who coaches agencies on scaling
Agency Mastery / Smart Agency Masterclass
Episode: The 8 Systems Every COO Needs to Scale with Jason Swenk
Michael Wark
Fractional CFO, Chartered Accountant, founder of Trimline
Trimline
Episode: Scaling Effort, Not Results? This is your wake-up call – with Michael Wark
Adam Cooper
Founder of ACC Finance Solutions and host of the Fractional CFO Show
ACC Finance Solutions
Episode: How to Run Annual Planning Like a CFO (Even If You’re Not One) with Adam Cooper
Luke Alexander
Chief Digital and AI Officer at Four
Four
Episode: Beyond Experiments: What It Really Takes to Operationalize AI with Luke Alexander

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.

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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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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How many listeners does The Handbook: The Operations Podcast get?

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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 Amy Porterfield Show
2. Think Fast Talk Smart: Communication Techniques
3. The Mel Robbins Podcast
4. The Game with Alex Hormozi
5. Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

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. Rich Brett
2. Alex Bodini
3. Nicky Russell
4. Robert Patin
5. Sharon Toerek
6. Jason Swenk
7. Michael Wark
8. Adam Cooper

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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