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PODCAST

The Handbook: The Operations Podcast

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

business marketing

All Episodes

48:06

Freia Muehlenbein: How to pitch to WIN

The Handbook: The Operations Podcast ·

2024/08/27

Winning pitches is tough. Ghosting has become a common challenge, and even when you win, clients may be commissioning smaller pieces of the project rather than the full program.But that’s only part of the struggle - crafting pitch decks takes a lot of time and energy. Surely there’s a better way than packing slides with your best creative ideas. In this episode we tackle these challenges and introduce a strategic approach to pitching. The focus shifts from pitching tactics to showcasing value and

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37:54

Jenny Plant: Great Sales & Great PM - Can One Person...

The Handbook: The Operations Podcast ·

2024/08/13

Part of the remit of an ops leader is to ensure they’ve got the right people, in the right place. In many agencies, account managers handle sales, client relationships, AND project management. However, this hybrid role often leads to trade-offs. Everyone’s got their own strengths and preferences – and these responsibilities seemingly require very different personality types. A great sales person might struggle with rigorous project management, resulting in issues like over-servicing. While an

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35:33

Julia Vastrik: How to strengthen company culture in...

The Handbook: The Operations Podcast ·

2024/07/30

We’re in the age of remote and hybrid working, and our physical distance from one another is having a huge impact on company culture. Previously, grabbing lunch or a drink after work was easy. But now, even small talk needs to be consciously brought into our scheduled Slack calls to avoid things becoming too transactional. This new way of working can lead to serious challenges like feeling disconnected from colleagues and the company mission, lacking motivation, and experiencing loneliness. So

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40:46

Alfie Wenegieme: How to get better at finance

The Handbook: The Operations Podcast ·

2024/07/16

Without financial results, we can’t see the impact of the decisions we make on our agency’s profit.In this episode we’re joined by Alfie Wenegieme, a seasoned chartered accountant with over 17 years of commercial finance experience. Alfie shares important metrics for us to understand, report, and improve on. We explore the fundamentals of agency finances, common issues agencies face, and tips for improving your team’s understanding of key financial metrics. Whether you're a founder, ops person,

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37:25

Matthew Peng: How to find the right tool for the job

The Handbook: The Operations Podcast ·

2024/07/02

Some platforms for niche use cases don’t require much consideration – you can try, and if it doesn’t work as intended, you can move onto something else. Other platforms, particularly those that are linked to your client services and business finances, require careful consideration. How do you ensure you’re making the right decision? In this episode, we discuss why growing and maturing agencies looking to scale make the transition from disjointed tools to professional services automation (PSA)

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38:06

Ryan McNamara: The REAL purpose of ops: A revenue and...

The Handbook: The Operations Podcast ·

2024/06/25

Operations is a critical role within agencies today. But beyond the day-to-day, there’s a big opportunity to leverage this role as strategic driver of growth and efficiency. How can you develop both yourself as a leader and your agency to deliver better results?In this episode, Ryan McNamara, Head of Operations for Rise at Seven, highlights 3 key areas that every ops director should focus on:Financial rigor - what metrics you should be looking at and how often, to help you make strategic

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47:38

Claire Hutchings: Bad agency marketing is an ops...

The Handbook: The Operations Podcast ·

2024/06/11

Why do agencies drop the ball on their own marketing?In Agencyland, we understand the importance of impactful campaigns, yet we frequently neglect our own – particularly when things start getting busy. 46% of agencies don’t practice what they preach, according to Chime Agency’s latest benchmark report. This may not come as a surprise if you’re an owner or ops leader trying to oversee or take on the additional responsibility of marketing.To grow your revenue and develop loyal clients, your agency

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42:10

Claire Quansah: 6 steps to successful change management

The Handbook: The Operations Podcast ·

2024/06/04

New tools and processes can transform your workflow. Especially when they’re well communicated, properly tested and correctly implemented. Successful change management motivates your team to adopt new practices. And makes them productive and happier - now and into the future.In this episode, we’re joined by Claire Quansah, an ops expert in the agency space with nearly two decades of experience. Claire shares the steps to consider when implementing change within your agency. She gives advice on how

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37:57

Tyler Caskey: How consolidating tools & automation...

The Handbook: The Operations Podcast ·

2024/05/27

Easy access to reports and dashboards is a game changer. But if your data is siloed in different systems, replicating data can be a daunting task, let alone accurate reporting. And with manual data entry, there’s the risk of human error. Imagine if you could consolidate tools to improve automation - gaining visibility, accuracy, and efficiency within your team. In this episode we’ll hear from Tyler Caskey, a chartered accountant and founder of TheBeanCounters. You’ll learn what to look for in a new

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39:50

Manish Kapur: Optimize these 4 areas to grow your agency

The Handbook: The Operations Podcast ·

2024/05/20

Forget about revenue for a moment. Consider how much more profitable your agency would be if you optimized your team’s time and improved utilization. If you could reduce hiring costs by keeping staff for longer. If you understood the leaky buckets in your outgoings and reduced losses like over-servicing through improved best practice. Manish Kapur, who has over 25 years of experience in creative ops, explains how he streamlines agency operations and boost profit within agencies of all si...

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6:15

Teaser: Hello from Harv

The Handbook: The Operations Podcast ·

2024/05/16

Our new podcast The Handbook: The Agency Operations Podcast endeavours to create more community for agency operations people – a place where we can hear from our peers and other experts on best practice, experiments, successes and sometimes failures – and also a place to celebrate our journeys into operations. Before we kick off with the interview series, Harv Nagra, our host, and former agency operations leader talk about his own journey into operations.

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1:15

Agency folks, welcome to The Handbook: Trailer

The Handbook: The Operations Podcast ·

2024/05/09

Agency ops can be lonely – you might be the only person in your agency that works in operations, and you might end up having to figure things out on your own – rather than having a team of people to support you and bounce ideas off of.That’s where our new podcast, The Handbook: The Agency Operations podcast comes in. We’ll be talking to fellow experts and operations leaders about agency life – discussing the challenges keeping us up at night, as well as strategies that help make things r...

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52 results

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