The Happy Clients Podcast
By DOT & Company
Whether you're a virtual assistant, an agency owner, or a client-facing account manager — we all deal with clients. Lucky for you, client management is what we do best.
We’re DOT and Co.— digital marketers turned client managers. Once a digital marketing agency like yours, now we’re here to help you do what we did for ourselves: Create experiences that make your clients weak in the knees.
The Happy Clients PodcastFeb 06, 2023
Here's How I'm Planning A 30 Day Trip As An Agency Owner
She's Only Working Two Days Per Week? Agency Owner Edition
As an agency owner, we love to dream about taking a full hiatus from our agency. It's the ultimate success metric, right? You've built the team, the systems, the checkpoints that allow you that freedom.
But, often we forget. In our most recent episode of The Happy Clients Podcast, we talk about how a fully unplugged is overlooked.
How about a 30-day mini-vacation?
Listen to this episode where DOT & Company's Founder, Taylor McMaster, shares how she's setting up her 30-day 'working remote' lifestyle, only working 2 days per week.
Listen To Episode
If you're looking for support with growing your team that will allow you the freedom to choose your work schedule, apply to work with us. We're specialists in taking care of your clients for you.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
I Took A Real Vacation!!! Here's What Happened
I kind of forgot to take a vacation… 🌴
After 5 years of building my Account Management agency, I’ve cracked the code on having a team that drives the bus. I’ve found myself…
- Working less
- Travelling more
So I honestly forget to take a real, unplugged, family vacation.
Before my most recent trip, my husband and I looked at each other and said “should we totally unplug?”
And my reaction was ‘Why? I don’t feel like I need to…?”
But I figured, sure, let’s do it! And it honestly was a game changer.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Intentional Builders: Moving from Operations to Strategy for Scaling
In the highly competitive 🌍 world of agency life, it's easy to feel overwhelmed with the tasks of driving the train and building the train tracks at the same time. We understand the importance of knowing how to handle the pain points as you grow your agency.
In this podcast, 🎙️ we hear from Raul, an expert in agency growth, about the principles he has written to help many agency businesses get out of the weeds and become million-dollar companies.
P.S. DOT & Co. can help alleviate many pain points. Apply to work with us here!
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Escaping the Sales Grind: Corey Quinn's Agency Liberation Strategies
Business owners often find themselves caught up in the never-ending sales cycle to drive business growth. This can be a demanding and time-consuming process that requires a lot of effort and resources. It involves identifying potential customers, building relationships, and convincing them to buy your product or service. The pressure to generate revenue and meet targets sometimes makes it difficult to focus on other essential aspects of the business.
But what if you could have a successful, self-reliant business that you could be proud of? How amazing would that be? That's precisely what we're talking about in our latest podcast episode.
Corey Quinn, an agency growth and development expert, shares tips for founders on achieving balance and breaking free from the cycle. So, if you dream of becoming an independent founder who can enjoy life outside of work, you don't want to miss this episode!
P.S. Corey Quinn's book (Anyone, Not Everyone) is now live! Grab your copy here.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Meet the Team! How Two Account Managers Found Their Home at DOT & Company
Meet the Team! How Two Account Managers Found Their Home at DOT & Company
In the (online) world of digital marketing, finding a workplace that aligns with your values, aspirations, and lifestyle can be tricky— but these two account managers found the hidden gem that is DOT!
At DOT & Company, we pride ourselves on not just offering account management services but also fostering a community and culture where our team members thrive and grow. In our latest podcast episode, we delve into the personal journeys of two of our amazing DOT & Co. account managers, shedding light on why they chose their professional adventures with DOT & Company.
Listen in as we uncover DOT, the CAM role, and so much more through the eyes of our passionate account managers.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Client Feedback 101: How to Use it to Improve Your Agency's Services
Client feedback is a key pillar in our 4-Pillar Framework for Account Management. It's an essential element to client retention, and every business needs to ensure you have a process in place for feedback!
In today's episode, we invite our Agency Director, Katie, to chat about all things feedback.
We cover:
- When to ask...
- How to ask...
- And, what to do with the feedback!
You'll walk away with the strategies you need to implement in your agency to ask for client feedback in a meaningful way.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Stress-Free Client Management: Tips for Maintaining a Healthy Work-Life Balance
Stress-Free Client Management: Tips for Maintaining a Healthy Work-Life Balance
At DOT & Co., we understand the daily challenges that come with managing client accounts for digital marketing agencies. There's no denying the importance of delivering 5-star client management services while also ensuring a healthy work-life balance.
But how does one do that in 2024?
In this podcast episode, we dive DEEP into the strategies and tips that have helped us strike the perfect balance between client satisfaction and personal well-being. We're excited to share our tried-and-true methods with you!
Listen to our podcast episode for the real, in-depth insights and real-world examples of how we've successfully implemented these strategies at DOT and Company. You'll leave with actionable tips to transform your client management approach while enjoying a healthier work-life balance!
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
From Chaos to Cohesion: How a Client Account Manager Can Help Streamline Your Agency's Operations (and why you NEED one)
We believe an Account Manager is a crucial role within an agency. With the right person in this seat, it can skyrocket your ability to serve your clients, scale your revenue, and get you out of the way (sorry, had to say it!).
The Highlights of This Episode:
✅ Understanding the Client Account Manager Role
✅ Navigating Chaos: Learn how this role brings order to the seemingly chaotic world of client management.
✅ Client-Focused Strategies
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Subcontractor Management: How to Effortlessly Manage Outsourced Work
Does your agency work with contractors to support you with client work?
Inside our community of Account Managers, we cover a range of topics, but one that comes up time and time again is: how can I manage contractors in a way that feels effortless?
I've pulled a recording from our monthly membership and I'm sharing it with you for free— a sneak peek into what goes on inside CAM Community.
Take a listen here, or share with your Account Managers!
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
The Advantages of Having Two Client Account Managers on Your Team (It's Not JUST Double The Fun)
As an agency owner, you know that scaling your business requires more than just you in the driver's seat. At some point, you need a top-notch Account Management team to handle the growing client base, plus ensure that everything runs smoothly. Yikes.
But what happens when the workload gets to be too much for one person to handle?
In this episode of The Happy Clients Podcast, we're diving DEEP into the world of agency growth by interviewing not one, but two Account Managers from the same agency!
Double trouble? More like double the expertise and double the insights!
Meet the Account Managers from DOT & Co.
In this episode, we sit down with two Account Managers from DOT & Co., our company that specializes in Client Account Management services for growing digital marketing agencies. We share the ins and outs of how these two individuals have been instrumental in supporting the agency's rapid growth.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Juggling Multiple Clients? Here's How to Do It Like a Pro
Managing all of your clients can feel like a full-time job— whether you have two or fifty-two. 😮💨
And we just so happen to have some tricks up our sleeves that make this job just a little easier.
Listen to today's [podcast], which we pulled for you to listen to for free. This was a training we did inside our training group for Account Managers!
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Your Roadmap to Time Freedom with Jen Eckhardt
It’s a tale as old as time: You don’t delegate because you’re worried about losing control of cherished client relationships, terrified that your meticulous attention to detail and high standards might not be maintained, and even anxious about feeling out of the loop.
Yes, delegation can be scary, but it can also be your superpower–freeing you up to work ON your business rather than IN it.
The truth is, the best agencies delegate day-to-day account management.
And delegation means you can take your agency from integration to innovation.
So, listen up! 📣
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Invoicing and Payments 101: Simplifying the Financial Side of Client Management
Let me guess...
You're apprehensive about delegating invoicing and payment responsibilities to your Account Manager, fearing your team won't meet your high standards? 💸
That's common, but doesn't need to be your reality.
Lucky for you, we pulled this training from inside our Account Manager training program and dropped it for free on The Happy Clients Podcast. Because, we believe it's so important for your AM's to know HOW to speak to clients re: their invoices and payments.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Business Mapping: Tips to Streamline Your Workflow and Boost Your Output with Sarah Duran
Building a business is like building a house. Just as a house needs a solid base before you can assemble the frame, your business needs a strong foundation in place before you can expand.
Think of your business as a blueprint for success. Get it right, and you can grow and scale with ease!
But how to get it right is where it gets tricky.
That’s why we sat down with Sarah Duran to discover the framework she built to help freelancers, consultants, and coaches across the globe redefine work on their own terms and achieve total control of their business.
Sarah walks us through the three fundamental questions she asks each and every one of her clients–guiding them back to the foundation they need to build a microbusiness that empowers them instead of holding them back.
Learn more about how Sarah can help you find instant clarity on what you need to do next in your business, and don’t forget to check her socials for the entrepreneurial inspiration you need to ignite your creativity:
➡️ Instagram
➡️ Meta
➡️ LinkedIn
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
How To Build The Perfect Agency with Agency Advisor Jason Swenk
In this episode, we’re excitedly joined by digital marketing guru and agency coach, Jason Swenk, the mastermind behind Agency Mastery 360. Over the years, Jason has equipped thousands of agency owners with the tools they need to create predictability, wealth, and freedom in their business. And, he did this for himself and his own agency.
After a decade of coaching agency owners just like you, Jason shares his secret sauce for doing more of what you love, and less of what you don’t.
If you're an agency owner who wants to transform your shop from a burden to an asset, this is THE episode for you!
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Why More Account Managers Are Ditching the Office for Remote Work with Olivia Hanus
Our team's passion for flexibility and productivity has not only shaped our dynamic work culture, but has also unleashed our creativity and innovation. No matter where we are—from our at-home office, to a café, to the airport—we're always ready to bring fresh, exciting ideas to our clients.
In this episode, Olivia shares her experience as one of our Client Account Managers and why she loves the remote life.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. [ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Letting Account Managers Go and the Impact on Client Relationships
Are you worried about what will happen if your Account Manager leaves your agency?
It's a topic that often comes up when we talk to Agency Owners, so on this episode, we're chatting about the impact this can have on clients (Good news: it doesn't need to be a negative thing) and tips for how to help the transition.
As of this moment, do you have an Account Manager SOP built out for your agency?
If not, we highly recommend you get onto this. Not only is it best practice to have all your processes documented BUT having a detailed SOP really helps when your Account Manager is moving on. An SOP means that while it'll be a new face, the level of service stays the same!
🔥 Pro Tip: when communicating the change to clients, keep it positive – let them know you have a plan and that this won't affect their account's results.
Listen to this episode so that if letting go of an Account Manager does come up, you're prepared.
P.S. Want access to our SOP templates that we mention in this episode, then join CAM Community today. Find out more.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
The Transition Timeline: When an Account Manager Should Assume Control
When can I expect my Account Manager to take over from me?
This is one of the most asked questions we receive from agency owners, so this week on the podcast, we're sharing the answer.
In this episode, we share the tools and processes that we have in place to help our Account Managers onboard into an agency quickly and efficiently 🔥
Listen to hear the answer to your burning question: How long does it take for an Account Manager to take over?
P.S. If your goal is to get out of the day-to-day, it is possible we've seen it time and time again. Reach out to book an intro call with us to learn how we can help you.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
How To Create a Performance Evaluation for Account Managers | Creating a Culture of Excellence
Do you have a robust performance evaluation process in place?
We're often asked about how we manage performance reviews with our Account Managers – and today we're sharing our step-by-step process!
Taking the time to formally put in place a performance evaluation with your employees is pivotal for ensuring that they feel heard, valued, and supported.
Plus, it's the perfect opportunity to make sure everyone is aligned on expectations, wins are celebrated, and that growth is acknowledged 🌱
In this episode, we're walking you through the exact review process we take with our Account Managers, including the employee evaluation form that we use.
BONUS: We're sharing our Performance Review template, download it here 🎉 [HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Work Less, Earn More: How to Escape the Daily Grind of Agency Ownership with Karl Sakas
Work less, earn more – doesn't that have a nice ring to it?
If you're an agency owner who is trying to get out of the day-to-day grind, then this podcast episode is for you!
We are so excited to have Karl Sakas as a guest. Karl is an agency consultant who has worked with hundreds of agencies across the globe. He's also an author and recently published his third book: Work Less, Earn More 📖
P.S. If you would like to read 'Work Less, Earn More' and get access to the accompanying workbook, check it out here.
If you would like 1:1 coaching, group training, or to signup for the newsletter, you can find Karl's website at sakasandcompany.com
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Surviving and Thriving as an Agency Owner: Brent Weaver's Advice for the Toughest Challenges
This week on the podcast, we're thrilled to have Brent Weaver, CEO of Ugurus. He has been on our list of wanted guests for a long time!
Brent Weaver took the learnings from his first successful agency (that he started in high school 🤯) to build Ugurus, a business dedicated to helping agency owners grow and scale their digital agencies.
In this episode, Brent shares the one thing that he thinks makes the biggest difference to agency owners...which he learned the hard way when building his first agency!
He also shares his top tips for hiring and growing a team – recommending putting the effort in upfront, as it'll help you find the right fit.
We also dive into the main pain points that he sees when working with agency owners and share guidance on how to overcome these 🙌
If you're an agency owner who wants to thrive, don't miss this episode!
P.S. If you're looking for help – check out Ugurus.com. Plus, if you would like access to the Agency Accelerator Kit mentioned in this episode, reach out to Brent@ugurus.com
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
10 Struggles of Growing Your Client Management Team and How to Overcome Them
Growing a client management team is essential for any marketing agency that wants to scale and be successful.
Buuut that doesn't mean it comes without its challenges.
From onboarding new clients to keeping the relationship fresh with long-term clients, there are many hurdles to overcome.
In this latest podcast episode, we dive into the 10 most common struggles agency owners face when growing their client account management team.
P.S If you're growing your Client Account Management team and are looking for a unicorn-status (🦄 ) Client Account Manager, who's ready to hit the ground running, then book an intro call with us today 👉 https://www.dotandcompany.co/services
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Joey Gilkey's Must-Hear Advice for Building a Top-Notch Sales Team for Your Agency
Discover the insider secrets to building a top-notch sales team for your agency in our latest podcast episode!
This week we have a special guest, Joey Gilkey, who brings a wealth of knowledge and experience with sales for marketing agencies! He started his own agency, ApexRevenue, specializing in sales operations and sales management, so you KNOW he’ll bring the goods in this episode.
We dive into the different skill sets and key traits needed in a salesperson— so if you’re hiring or thinking about outsourcing your sales, you’ll save a few steps (and $$!).
Lastly, we share some no-nos that you shouldn't do when it comes to sales and what you should do instead!
If you're looking for support in sales for your agency, then Joey and his team may be able to help. Find out more at Apexrevenue.com.
You can also find Joey in his Mastermind group 👉https://bestdamnmastermind.com/
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
So You Want To Hire Someone to Manage Your Agency's Clients...
Hiring someone to manage and nurture your clients is an exciting step — aaaand we know a thing or two about hiring Account Managers (we do it day in and day out ☀️🌛).
In this episode, we delve into why Agency Owners often seek to hire a Client Account Manager. Plus, we explore the barriers that can come up and provide insights on overcoming them!
We also share key points that should be considered before pulling the trigger. Such as:
- Candidate Experience — Identifying whether you need someone who's experienced (and ready to hit the ground running) or do you have time to train someone more junior.
- Defining the Account Manager role — It's important to consider what the Account Manager role will look like inside your agency.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
How Wholesale Media Buying Can Help Your Agency Scale Without Sacrificing Quality with Janak Mehta
It can be tough finding the right talent and scaling your media buying team, right?!
If that's a yes, then this episode is for you.
We chat with Janak Mehta from Clients Online, who has been in the digital marketing industry for over a decade. He shares his journey of building his agency, scaling a media buying team to also offering wholesale media buying services.
Listen to this episode where Janak talks about a light bulb moment when he realized that if he wants to scale, then he can't do it all himself (sound familiar? 👀). So he invested in creating SOPs, meaning all processes were captured and he could start hiring and building a team (and yes, scaling his agency).
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Is a 4-Day Workweek Right for Your Agency? Here's How This Agency Successfully Implemented This!
Are you curious about implementing a 4-day workweek at your agency but don't know where to start?
In our latest podcast, Paul from PaulGregory Media shares his agency's success story with a 4-day workweek pilot.
During the pilot, employees had Fridays off — and the agency saw great results.
They were MORE productive over this time, and employees loved the work-life balance. Huge WIN-WIN 🥳
Listen to this episode to hear Paul's tips for how to implement the 4-day workweek and ensure it's a beneficial outcome (like it was for his agency) for both your internal team and clients.
If you're a nonprofit or mission-based business looking for an agency reach out to Paul at PaulGregory Media here.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Your Most Asked Question: How Many Clients Should My Account Manager Be Managing?
We're answering our most frequently asked question from Agency Owners 👀
How many clients should a Client Account Manager be managing?
We're here to tell you that there's no one-size-fits-all answer to this question, buuuut after years of experience we have broken down the key criteria to consider.
We call this the Capacity Index. Listen to this episode where we go through the 3 key considerations:
- Meetings
- Service load
- Admin work
While there are no hard and fast rules for how many clients an Account Manager should handle, understanding capacity and the experience you want to deliver to clients can really help determine how many clients an Account Manager should be looking after.
If you're looking for help with your Account Management or guidance on how many clients your Account Manager should be managing, reach out, we'll be happy to help! Book an intro call today.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Say Goodbye to Chaos: How SOPs Can Streamline Your Team's Workflow (And How We Create Them!)
Say goodbye to chaos in your team's workflow and hello 👋 to streamlined success with standard operating procedures (SOPs).
This week's podcast episode delves into the importance of SOPs and the secret to creating them.
As a team, it's easy to get caught up in day-to-day tasks and lose sight of the bigger picture.
However, SOPs are SO important for not only improving efficiency and productivity in your agency but also creating a consistent experience for your clients - WIN 🥳
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Surprising Reasons Why Agency Owners Avoid Public Relations (And How to Overcome Them)
Have you been a guest on a podcast?
Do you feel uncomfortable with the word 'publicity'?
Listen to this week's podcast to hear why you shouldn't think of publicity as a dirty word and instead see it as an opportunity to grow your agency.
We chat with Christina Lenkowski from Publicity by Christina, about why podcasts are a great platform to leverage publicity.
Being a guest on a podcast is an authentic form of marketing — as Agency Owners can build trust and connect with the audience, which typically brings in more qualified leads who are ready to engage and invest.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
This One Is For Account Managers: How to Impress Your Agency Owner with Killer Reporting and Metrics [Exclusive Training Sneak Peek]
Are you an Account Manager struggling to impress your agency owner or boss with your work?
We've got you covered with this week's episode: "How to Impress Your Agency Owner with Killer Reporting and Metrics"
Our recent training session was filmed live and made exclusively available to members inside CAM Community. Buttttt, we're giving you a free sneak peek into this training in this week's podcast episode.
Inside this training, we'll show you how to:
- Implement the Client Success Tracker ✅
- How to measure client satisfaction using the Net Promoter Score (NPS), a proven method for gauging client loyalty ✅
- Give YOU the tools you need to impress your agency owner and take your career to the next level ✅
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Client Retention 101: How To Keep Your Clients for the Long-Run
If you're looking to boost your client retention rate, you've come to the right place!
These are just some of the struggles that many marketing agency owners face when it comes to client retention.
But don't worry, we've got you covered! In this episode, we'll teach you how to improve communication, build strong relationships, and create successful partnerships with your clients.
So, don't miss out on this valuable information and take the first step towards a successful client retention strategy.
We have resources for becoming irreplaceable as a Client Account Manager — from strategy scripts to reporting guides. All these resources and more are available in the CAM Community, so make sure you check it out here.
Client retention takes effort, but don't worry, we believe in you and we're always here to help.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
What Not To Do When Integrating a Project Management Platform in Your Agency
Are you tired of disorganized and inefficient project management in your digital marketing agency?
This week on the podcast, Emma Watt, our Training Manager, shares her expertise on the do's and don'ts of integrating a project management platform into your agency.
Listen to discover:
- The fundamental starting points of successful project management
- How to get the entire team on board with your project management platform
- The importance of documenting Standard Operating Procedures (SOPs)
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Why the DOT Team Loves Working Remotely: The Benefits of Flexibility, Productivity, and Trust
Working remotely has become increasingly popular in recent years, and for good reason.
Remote working offers many benefits, like increased productivity, freedom, and flexibility 🔥
DOT & Co. is a fully remote team, so this week on the podcast we chat with Jillian, who has been a remote Client Account Manager for almost 2 years.
We dive into what Jillian's day-to-day looks like. She loves having the ability to plan her day around what calls she has on, whether she thinks she'll work better at a coffee shop that day or choose to knuckle down at home to get work done.
This flexibility allows her to be more efficient and get more done in less time.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
From Corporate Cubicle to Virtual Assistance Pro: Meet Molly
Today on the podcast we chat with Molly who's the founder of Virtual Assistant Management!
She dreamed of having more freedom and flexibility in her career, so left her corporate job and became a Virtual Assistant (VA). That was 10 years ago, and now she's running her own Virtual Assistant Management agency, placing the perfect fit certified professional VAs into agencies and businesses.
Molly also runs training programs to teach competency in the Virtual Assistant space, ensuring her VAs are confident and ready to be placed into businesses.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Why Setting Boundaries is Beneficial for Your Agency
In this episode, we're talking allll about boundaries and why they're so important to set.
As Sheena, our very own Client Account Manager says — good boundaries start with managing expectations.
We chat about how to manage expectations from the start (we don't want to sound like a broken record but clear communication is key). So that means confirming deliverables and timelines from the get-go (in writing ✏️).
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Should I Outsource App Development? How? Meet Adam Weil from White Rabbit
We're back for 2023! In this episode, we're speaking with guest Adam Weil from White Rabbit Group.
Adam touches on the difficulty he had outsourcing web dev previously (I'm sure some of you can relate). Then fast forward to now, where he's running an agency that partners with agencies offering custom design, website dev, and app development.
We chat about what White Rabbit has put in place to overcome those typical challenges that occur when outsourcing — transparency and good communication being key.
Plus, he shares how they've built a strong culture as a remote team, from Slack challenges to a trip to Bali 🌴
BONUS: If you're interested in apps, make sure you listen, as we also dive into why offering app development can be valuable.
If you want to connect with Adam at White Rabbit - schedule a call with him here.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
More Than One Account Manager On An Account? Here’s What Not To Do
In our final episode of 2022, we're wrapping up the year by talking about what NOT to do when you have more than one Account Manager.
It's an exciting time when your agency has grown so much that you need to bring on another Account Manager 🌱 - WIN
BUT how do you make it a smooth transition for both your team AND your clients?
We're breaking down what not to do and sharing what you should do, like ensuring your clients have a dedicated 'go-to' person.
Listen to this episode to check that you're not making any of these mistakes!
We'll be back with more episodes in 2023 from 9 Jan - we can't wait to see you then!
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Three Reasons A Remote Team Is Better For Your Bottom Line
Remote working has become a lot more popular, in the last few years, as many businesses had to adapt during the pandemic.
Buuut we think it should be here to stay, and here's why - a remote team can actually have a positive impact on your bottom line.
Plus, we've seen that a lot of people are looking specifically for remote opportunities, so by offering a remote role you'll not only attract more talent but it could also save you money in the long run: win-win!
Sounds great, right?
Listen to the full episode where we chat about the three key benefits we've found with having a remote team.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
How To Hire Account Managers [7-Step Process]
🚨We're spilling our secret sauce for hiring premium Client Account Managers!
Yep, we're sharing ALL the details of our hiring process from where we look for talent through to every single step that candidates take before being hired by us.
We don't want to toot our own horn, but with over 600 applicants every month, we know a thing or two about finding the best talent!
WARNING: It's not a short process but it's how we ensure we find unicorns for our agencies 🦄
If you've decided to hire an Account Manager and don't know where to start, we recommend you listen to this episode.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
How Do I Manage An Account Manager?
This week on the podcast we have our final training with operations expert, Alyson!
So, you've taken the leap and finally hired a Client Account Manager - well done you!
BUT how do you manage your Account Manager to make sure you're getting an ROI and setting them up for success?
We've said it once and we'll say it again, a great Client Account Manager can really have a positive impact on an agency's bottom line.
Listen to this week's episode where we're sharing the exact systems, KPIs and management tools we use to get the best out of our Client Account Managers.
Bonus Resources:
- Check out CAM School for Client Account Manager Training HERE
- Check out Better Business Bundle for everything you need to run your agency more efficiently HERE
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
What Should I Have In Place Before I Hire An Account Manager?
Are you ready for Part 2 of our training series with operations expert, Alyson?
In this week's podcast, you’ll learn not only what to consider before hiring an Account Manager, but what things you should have in place before you do so.
If you hire a new Account Manager, you want to set them up for success 💪
We're digging into the best ways to do this and sharing takeaways you can start doing RIGHT NOW!
The truth is, removing you from the day-to-day of the business can feel uncomfortable. But it’s also liberating, freeing you up to scale the business (or, you know, sit on a white-sand beach sipping bottomless Pina Coladas 🍹).
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
When Should I Hire An Account Manager?
This week on the podcast we're V EXCITED to share a training series we hosted with Alyson, Operations Expert.
We're diving into the #1 asked question from agency owners: When Should I Hire An Account Manager?
We’ve heard it all before.
- I’m not ready
- I need to get my processes and systems organized
- I need to learn how to train an account manager
- I don’t have time to train
- It’s easier to just do it myself
- It’s just not the right time.
Here’s the truth: Any time is the right time to hire an Account Manager.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
The Hidden Costs Of NOT Hiring a Client Account Manager
Perhaps you're hesitant to hire a Client Account Manager because you don't have the time to train someone OR you've hired an Account Manager before, and it hasn't gone well.
BUT not having a dedicated Client Account Manager in your agency could hinder your growth!
In today's episode, we're chatting about the value of having an experienced Client Account Manager in your agency.
'Experienced' being the keyword.
You need someone who already has an in-depth marketing understanding AND knows how to build client relationships 🤓
A Client Account Manager who meets this sweet spot of having technical marketing expertise coupled with a friendly personality - is when you're really going to save time and money!
The right Client Account Manager not only streamlines processes to make the agency more efficient (so you can scale 📈) but can also have a big impact on client retention!
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
If You’re Not Giving Your Clients Gifts, Here’s Why You Should
With the Holidays just around the corner, we hear a lot of people buzzing about what to give their clients.
But in our opinion, this should be a part of your overall marketing strategy and budget for the year! 🎁
Now, stick with us...
We did a previous episode on gifting, where we walk through different options (watch this episode here), but in today's episode, we're talking about the strategy of gifting.
As an agency, our clients are trusting us to help build their businesses, but we also want to build a deep relationship with them.
Sending thoughtful, personal gifts to your clients could be the difference between months or even years of continued relationships.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Why You Need White-Space On Your Calendar As An Agency Owner
Are you addicted to being busy?
Do you feel a compulsive need to fill up your schedule? Do you become anxious at the thought of slowing down and not getting things done?
You're nodding your head along, aren't you? ✋
We see this SOOOO frequently with agency owners — they think that once they hire a Client Account Manager, they'll finally get to the other things in their business, but they just get busy with other tasks.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
The Account Manager vs. Project Manager — Who Does What And What Do I Need?
In this episode, we're identifying who YOU need inside your agency—an Account Manager or Project Manager.
Simply put, an Account Manager is responsible for keeping the client happy. How do they do that?
→ By being super proactive with communication and project updates.
→ Providing strong hand-holding for the entire process.
→ Keeping the team aware of project stages and where the client is at.
... all while ensuring everything is operating smoothly from both sides.
You're right— there's a lot of overlap between Account Managers and Project Managers.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
THIS Is When You Need MORE Account Managers In Your Agency
So, you’ve already hired a client account manager (or 2 or 3) - GREAT START!
AND now you’re wondering whether it’s time to pull the trigger on hiring another superstar account manager? 🌟
If these sound like you then it may be time to hire another account manager... which is a great sign that your agency is growing! 👏🏼
Listen to the full episode where we dive into each of these signs.
Bonus: If you’re unsure how to calculate how much time you need from an account manager, then listen to THIS EPISODE, where we show you how!
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Should I Train My Account Manager or Hire Someone Else?
We are often asked, should I invest more in training my account manager or hire someone else?
It can be a tough decision - as we all know how important it is to have someone you can trust to look after your clients.
Otherwise, you’ll never get out of the day-to-day client communication!
To help, we’re breaking down the 4 key qualities we look for in a client account manager:
- Personality
- Confidence
- Speed of communication
- Quality of communication & attention to detail
We also dive into what the red flags are 🚩i.e., when it’s time to hire someone else.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Becoming Irreplaceable as an Account Manager
In this episode, we’re doing things a little differently and sharing an inside look at one of our internal DOT team webinars. That's right, you're peeking behind our curtain!
We’re talking all about becoming irreplaceable as a client account manager.
Or how we like to phrase it: we are what Kelly Rowland is to Beyonce, and our digital marketing agencies are Destiny’s Child 🎤
Having knowledge and expertise in digital marketing is one thing, but how do you become the go-to person in the agency and build long-term trust?
We’re dishing out all our top tips and best practices for how to build trust and win the confidence of those around you (agency owners AND clients).
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
When Do I Need An Account Manager For My Agency? How Do I Hire Someone? This Episode Will Help!
We talk to agency owners every single day and a question that often comes up is: when to hire a Client Account Manager?
We're here to give you a peek behind the curtain on what the typical pain points are that agency owners are experiencing when it's time to bring on a Client Account Manager (and when it's not quite time yet).
TIP: If you're stuck in client emails all day and don't have time to focus on growing your agency, then it may be the right time to hire a Client Account Manager.
In this episode, we're also spilling our secret sauce and diving into the details of our hiring process for finding superstar Client Account Managers. We get over 600 applications a month, so we know a thing or two about how to find the best talent.
It's not a short process but it's how we ensure we find unicorns for our agencies 🦄
Like this episode? Here are more episodes on hiring Client Account Managers:
✔️ How An Account Manager Can Be A Profit Center Vs. A Cost Center
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!