The Happy Clients Podcast: Recent Episodes
DOT & Company
Welcome to the Happy Clients Podcast, brought to you by DOT and Company. The world's best 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.
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.
Welcome back to another episode of The Happy Clients Podcast! Today, we’re excited to welcome Carl Smith, the driving force behind Bureau of Digital. Carl leads a vibrant community that’s all about connecting agency owners and professionals in the digital space—cue the handshake
In this episode, Carl shares his pivotal role at Bureau of Digital. We dive deep into the Bureau of Digital's story, exploring how it has grown from intimate in-person events to a bustling online community, especially thriving during the challenges of the pandemic.
We talk a LOT about the power of community (especially for us in the agency world). You won’t want to miss Carl's insights on how a robust, supportive network can be a game-changer in navigating the ever-evolving digital landscape.
If you’re eager to boost your community involvement or curious about the future of digital services, this episode is an absolute must-listen. Tune in!
[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!
Have you ever been misaligned on expectations with your client?
We all have.
But one of the things you can do to remove this barrier is to have a solid marketing plan for your clients. This exact strategy is what Corey Morris does for his clients at Voltage — and he's sharing it with you in this episode.
All I want for you is to improve your client experience, and learning what is really happening inside agencies is a fast-tracked way to make this happen.
Corey Morris is a dedicated professional and owner of Voltage. He has significantly evolved his business over the past few years. Initially serving a variety of direct end clients, Cory saw a remarkable increase in agency-to-agency collaborations. Recognizing the benefits of specialization, Cory strategically niched down his services to focus exclusively on both sides of search—organic and paid—and website development. This focused approach not only simplified his offerings but also deepened his expertise, making his company an invaluable partner in the digital space.
Listen in to this week's 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!
Our host Taylor sits down with agency coach Steven Gubeman to discuss the challenges agency owners face and how to take their businesses to the next level. I know, I know, you've heard it before from the gurus, but this guy has 25 YEARS of experience.
I'm all about learning from those who have gone before me, and that's Steven.
Steven shares insights from his 25 years in the agency space, emphasizing the importance of mindset, delegation, and setting meaningful goals (not just ones you think you should have). They dive into topics like building systems, hiring the right people, and overcoming control issues.
Steven's approach to building agencies focuses on accountability, realistic goal-setting, and creating a supportive community for agency owners.
Listening to this could save you years of trying to figure this thing out on your own.
[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!
Let's talk about something crucial for your agency: aligning your value proposition with the client experience. This isn't just about having a snazzy pitch; it's all about ensuring every touchpoint with your clients reflects the unique value you bring to the table.
Is this overwhelming? That's why we brought on Tim Kilroy to the podcast.
We had the honor of chatting with Tim Kilroy, a powerhouse in helping agency owners like you reach new heights. Tim spilled the tea on crafting effective systems, truly understanding client needs, and building a thriving 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!
The success of your agency often hinges on one critical factor: positioning. How does your agency stand out in a sea of competitors? How do you communicate your unique value proposition to clients in a way that resonates and drives results? These questions are at the heart of every thriving agency's strategy.
Enter David Hoos from David Hoos from Haus Advisors. He helps agencies position themselves, build key strategic partnerships, and create content that converts.
David is a seasoned B2B services marketing leader with over 10+ years of helping expert service firms plan and build out marketing engines that bring in more consistent qualified leads. From agency differentiation to strategic partnerships, to designing engaging content, and beyond, David has not only a strong strategic background, but deep experience getting into the weeds of execution whenever necessary.
In this episode, David walks you through how he guides agencies to build their positioning for success.
[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 Todd
Todd is a seasoned professional specializing in M&A, working with agencies that generate between $1 million and $5 million in EBITDA.. His clients are often successful agencies seeking to grow faster or take their business to the next level. Todd helps them achieve these goals through strategic transactions that provide liquidity and equity in a larger company (usually). This approach allows agency owners to gain immediate cash while retaining a stake in a potentially more valuable enterprise.
Mergers and Acquisitions can be a transformative journey for agencies, offering growth, liquidity, and new opportunities. If you're an agency owner considering selling or simply curious about the M&A process, Todd's insights are invaluable.
[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 Most Important Hire in Your Agency (Don't Make This Mistake!)
If you're running an agency, you know how critical it is to hire the right people. Whether you're just starting out or have a team of A-players, each new hire can either propel your agency forward or set you back. 😮💨This week's episode we talk about the story of an agency owner who made a costly hiring mistake—one that set them back a year. Here's a sneak peek into what happened and what you can learn from it.
The Risk of Hiring the Wrong Account Manager
When it comes to agency roles, the Account Manager (AM) is one of the most pivotal positions (in our humble opinion). This person is the bridge between your clients and your team, ensuring that projects run smoothly and that your clients stay happy! Get it right, and you'll have clients singing your praises. Get it wrong, and you could be facing communication breakdowns, missed deadlines, and revenue losses— no fun.
[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!
Agencies often bud up against capacity issues. This means they can't take on more clients because their team is full... not a great way to scale, right?!
At DOT & Co., we solve a similar problem for agencies and we're always on the lookout for partners that can help our agency partners. Meet: E2M.
The team at E2M share the same value proposition for agencies— their quality of work is impeccable, they save agencies THOUSANDS (if not millions) of dollars, and most importantly, give them the ability to scale.
In this episode, you'll hear how E2M utilizes their in-house team, based in India, to fulfill client work for agencies all across the globe.
If you're an agency owner, this episode will give you great insight into whether hiring off shore talent could be right 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!
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 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!
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!
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
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 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
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!
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!
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!
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!
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!
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!
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!
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!
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!
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!
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!
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!
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!
Today's topic is one that every agency owner faces: determining the right salary for your Client Account Manager/s.
You don't want to miss this episode because we're sharing an inside peek at our Account Manager's pay rates and how these are determined.
We're hiring allll the time...we're always on the hunt for unicorn-status Client Account Managers. So we've had a lot of salary negotiations and conversations, and now we're sharing what factors we consider when determining salary ranges.
Plus, in this episode, we're even revealing the specific salary ranges we pay our Account Managers – we're talking numbers 💵
[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 – 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!
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!
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!
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!
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!
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!
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!
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 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!
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: Grabour 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!
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: Grabour 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 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: Grabour 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!
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: Grabour 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!
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: Grabour 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!
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: Grabour 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!
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!
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: Grabour 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!
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: Grabour 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!
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: Grabour 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!
🚨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: Grabour 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 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: Grabour 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!
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: Grabour 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 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: Grabour 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!
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: Grabour 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!
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: Grabour 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!
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!
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: Grabour 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’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: Grabour 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!
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: Grabour 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!
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: Grabour 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!
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
✔️ How Do We Present Ourselves As Full-Time Account Managers Inside Agencies (For Less Than 20 Hours/Week)
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Ryan Pullano—a professional DJ (!) turned digital marketer. As an entrepreneur, he combined his love of marketing and computers to build a successful agency that's now focusing on the Medspa space.
In this episode, we pick Ryan's brain on the top health hacks and tools that high-performing agency owners can use to level up their productivity.
HINT: Sleep plays a huge role and Ryan shares the key bio hacks he has integrated into his life.
If you're a marketer or agency owner, you'll hugely benefit from hearing the bio-hacking tools Ryan is using every day.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 we talk about the life of a Client Account Manager, there's a lot that goes into this role. Not only are CAMs client-facing and in-charge of client relationships, there's a ton of other Project Management facets and operational pieces that go into the role that can sometimes be overlooked. Most importantly, though, we need our team to be efficient (like, really efficient).
The benefits of a strong, efficient Client Account Manager are endless— but you already know what they are:
- Greater productivity and efficiency.
- Less stress.
- Happier clients.
We like to call ourselves: The glue between the digital marketing agency and their clients, and our goal is to ensure clients are happy, and the team has what they need, and nothing falls through the cracks.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
You know the client experience can make or break a project.
📌 You wish you could upload your brain to new hires so they could understand your agency from day one
📌 You want to scale the business, but you know your systems and team aren’t set up to sustain success
📌 You don’t have the time or energy to follow up with your team 24/7 (or double-check their work)
The best way to do that? Systems.
It's time to put your client management on autopilot. All the systems and templates in the world are worthless if they don’t automate the next steps for your team—ours do.
And in this episode of The Happy Clients Podcast, we're giving you an inside look at what SOPs and systems we make sure agencies have in place.
Eeeeeek! Can't wait for you to listen.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
In this episode of The Happy Clients Podcast, Katie interviews Taylor on the growth of DOT & Company since day one.
We meet with agency owners 👏🏾every 👏🏽single 👏🏻day but we figured, why not share our story of how we've grown DOT & Company to where we are today?
In this episode, you will learn everything about DOT & Company, what we do, and how we started.
[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 benefits of good time management are endless— but you already know what they are:
- Greater productivity and efficiency.
- Less stress.
- Happier clients.
But how do you train your team to be the most efficient with their time (that you're paying for)?
We're the QUEENS of time management, especially as fractional account managers. We work inside multiple agencies at once, so we need to ensure our schedules are nailed down, our to-do lists are hyper-organized, and we're being the most efficient account manager we can be.
In this episode, you'll learn our best tips for time management in an account manager role. Forward this to your team for even better results!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
There's one thing we know for sure— agency owners love to be in control.
Sound familiar?
When we meet with agency owners, this is the biggest thing they say: "I need someone to take over my client communications, but I feel like I can't give that up"
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).
Here's what you need: willingness to loosen that white-knuckle grip on control and hand over the reins to experts in account management (hey 👋)
In this episode, we'll fill you in on how we coach agency owners to loosen up the control and finally have some space to think.
We'll see you in this weeks' episode!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
CAM School — Client Account Manager School — is a comprehensive training program for your in-house Client Account Managers to fast-track their understanding of the digital marketing industry, campaigns, and how to make (and keep) your clients happy.
Whether you’re a client management pro or training your team to replace you in this seat, becoming a CAM School-trained Client Account Manager is our secret how-to.
You'll leave with an understanding if CAM School is right for you. We'll see you in 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!
Here at DOT & Company, we are all about the perfect match! And that's a two-way street. If you aren't the perfect match, we will let you know.
What we look for in an agency is easy: culture, clients, stability, and an overall vibe that we know will be a perfect fit.
But what about when it's not...
If you're doing THIS, you don't need to hire us; but don't worry, we help figure out what you really need.
There are certain red flags that come with any relationship. So if your agency has any of these flags, DOT & Company is not the match for you.
We love the remote life. We are a company that is entirely remote. Client Account Managers love the laptop life, and it's encouraged. No need for corporate culture here, we thrive in making our own schedules while keeping clients happy. If your team is in-house, working at a round table and bouncing ideas back and forth while chatting over the water cooler - then you can pass on DOT & Company, we are not the fit for you.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
In a remote world, agency efficiency is necessary. In a perfect world, your clients would be fully supported, timelines are always met and your team is thriving. And the icing on the cake? It's all done in a fraction of the time.
Too good to be true? Nope! DOT & Company is facilitating premium client account management at a fraction of the time.
So how do we do it?
DOT & Company thrives on efficiency and bringing in the right talent. We love a checklist, and process, in fact, the more tasks the better! But we always get asked, how we can do it in a fraction of the time?
Having a fractional client account manager dedicated to building relationships with existing clients, onboarding new ones and maintaining processes for maximum productivity makes sense. Having that dedicated person repping for your agency is a no-brainer. What makes working with us so exciting is that your agency can have full-time support in a fraction of the time and DOT & Company has dedicated an entire business to make that possible.
Humble brag, we know what we're doing!
Listen for our tips on how we prove efficiency within digital marketing agencies.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
We all know we need strategic partnerships in our agency, but where in the world do we start?
Alex is the Founder and CEO of Partnerhub: The ONLY purpose-built hub for digital agencies and tech solutions to find one another, align and grow together.
We invited him on The Happy Clients Podcast to chat about Partnerhub— a technology platform that helps agencies find strategic partnerships. It helps you identify opportunities with your competitors or complementary businesses and then connect seamlessly with them in order to collaborate, share resources or sell products.
In this episode, we cover:
- What are some key things you need to ensure you have set up before engaging in partnerships?
- What should the goal of an agency be when thinking about partnerships?
If you're an agency looking to level-up your strategic partnerships, we know you'll love this.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
You have an amazing opportunity to create a long-term relationship with your new account manager. So, how do you do this?
What you really need to understand before bringing an account manager is what goals you have around this role. Eg. if you are currently the agency owner and you are drowning in all the client emails and client meetings, well then your situation looks different than an agency that has five account managers and they simply need more help. Are you in less meetings? Are you not having to check your email all the time? Are your clients happier? Are your clients staying longer?
You are bringing in an account manager who has experience in marketing and really wants to make a difference in your agency—so if you can put a roadmap in place inside your agency and leverage the skills & experience of your account manager, then you will really build such a long-term relationship with this account manager because you’re investing in them and they're investing in you and overall everything is going to run smoother.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 money man, Chris Hervochon: CPA, CVA and founder of the Better Way CPA, an accounting firm that serves marketing agencies and creative professionals—you know, those of us who like to outsource those left-brain financials so we can stick to our right-brain zone of creative genius.
In this episode, Chris spills on all-things-finances, from what an accounting system is and when you need a CPA to (our team’s fave) how to make your agency more profitable.
So, if reading your profit and loss statement is like interpreting Greek, turn the volume up on this episode to learn the mistakes most agencies make when managing their profitability and how you can make your agency more profitable today.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
We’ve all been there: You’ve signed a client with a specific scope of work—but the client is trying to squeeze a little bit more out of you. At first, you say yes because it’s just a bit, right? But, as we all know, every little bit adds up, and before you know it, the project is out of scope, you’re not being compensated for your time, and you start to feel resentful—not a recipe for success (or happiness).
On this episode of The Happy Clients Podcast, we’re talking boundaries: The ins and outs of saying no to clients when they ask for that little bit more. We share our secret to saying no, plus tips for empowering your team to set and uphold those boundaries for your agency.
Say hello to freedom, friend.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 man with over 650,000 YouTube views, 180 podcast episodes, and 100 five-star Apple ratings: Mark Savant. He’s the host of The After Hours Entrepreneur podcast and he’s our guest on this episode of The Happy Clients Podcast.
If you’ve ever daydreamt about starting a podcast for your business, you’re in good company. We talk with Mark about what it’s like starting a podcast (spoiler alert: we all start with no podcasting experience!) and the mistake most newbie podcasters make. Plus, Mark shares his number one tip for agency owners who want to start a podcast (hint: don’t do what the TikTokers do!)
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
Don’t Know How Much Time You Need From an Account Manager? We’ll Show You.
So, you’re finally ready to hire an account manager for your agency, but you have no idea how much time you’ll need from them—20 hours a month? 20 hours a week? Who knows. (Just kidding, we do!)
On this episode of The Happy Clients Podcast, we’re showing you how to calculate how much time you need from an account manager—because there’s no sense hiring an account manager part-time if you need one full-time (or vice versa).
You’ll learn the four things you need to factor into your account manager calculations—the same things we ask prospective clients when they hire us to manage their accounts for them. So, press play, hire with confidence, and free yourself from account management already.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Your Team Needs Help With Written Communication, Listen To This
Written communication is a basic (but very important) aspect of being a strong client manager. But, often it's hard to teach someone, especially if they come to your agency with old habits!
You know that saying, you can't teach an old dog new tricks? We'll you can, and you're about to learn how.
We were asked by SO many agency owners how we train our team on written communication that we dedicated one of our monthly internal training sessions to this topic. We met as a team and talked about our best practices when it comes to written communication—whether that's email, Slack, Asana, ClickUp, or anything else that we are touching as a Client Account Manager.
In this episode, you will hear the exact training session that we did internally here at DOT & Company, and you will also hear from a couple of our Client Account Manager's struggles as they are working inside of agencies. We even had a question from one of our training sessions "how do I know if I'm being too positive in my written communications to clients?".
Whether you are an agency owner or you are training your team to communicate with your clients, share this episode to improve your team's written communications.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
While you're growing, scaling and seeing success as an entrepreneur, it's important to stay true to your values. With this topic in mind, we couldn't think of anymore better than Kevin Oldham from Diffactory.
In today's episode, you'll learn:
- How does a local agency vs. a remote agency work? We know you see your customers in REAL life so this could have challenges.
- How does staying humble help to relate to your customers and build trust
- What are some lessons you've learned that you'd want another agency owner to know?
- What's something that you do inside your agency that makes you stand out amongst your competition?
We know you'll love Kevin's honesty and energy in this episode!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
Have you ever thought about starting a podcast?
You've probably just raised your hand (it's for a good reason)! Podcasts are SO fun, but they can also help grow your authority in your space.
We invited the amazing John Corcoran from Rise 25 onto our podcast to learn about his process of helping businesses start their own podcast.
Before starting YOUR podcast, you need to understand some key things before beginning, and you'll understand these after listening to this podcast!
Listen to this week's episode here.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Erik Huberman, the Founder and CEO of Hawke Media, and author of The Hawke Method: The Three Principles of Marketing that Made Over 3,000 Brands Soar.
After growing a MASSIVE agency, Hawke Media, and helping over 3,000 brands find success through his holistic approach, Erik has distilled the art of marketing into three core elements: awareness, nurturing, and trust. Without all three, the system fails.
In this episode, we learn how Erik start his agency, grew a team and the challenges that come with that. We learn what it's like to become an author and the principles you can learn from his book.
If you're a marketer or agency owner, you'll love Erik's take on agency life.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
We've onboarded more clients than we can count, but what about team members?
Here at DOT & Co., we're always training up Account Managers. Whether that's for our own team or inside our coaching programs.
We've pulled ALL of our best tricks to onboarding a new Account Manager into your agency in this episode. You'll learn our 5 tips to ensure your Client Account Manager is set for success 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!
Asking for testimonials can be ... cringy. But it doesn't have to be that way. We were looking for better ways to ask for testimonials so we've asked the pro to join us on the show to share his best tips!
Ian Garlic is a video storytelling pro. He's the founder of The Garlic Marketing Show, currently CEO of authenticWEB, and has worked as an internet marketing consultant to some of the largest organizations in the world.
In this episode, you'll learn the tools he uses for his clients when capturing authentic testimonials and case studies using video.
Learn more about Ian here: https://iangarlic.com/
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
It's 2022 and we all KNOW we must have a social media presence. But what are the most important things you should consider for your (or your client's) social strategy for the biggest bang for your buck?
Meet Miranda Calatrello! She's a Social Media Manager and works with tons of companies helping them create a strong brand on their social media platforms.
In this episode, you'll learn what you should be considering when it comes to content marketing in 2022.
LISTEN IN HERE
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
WOW, we've officially hit 100 episodes of The Happy Clients podcast! We're so thankful for every one of you who've tuned in, cheered us on and given us the encouragement to keep going.
In the last 100 episodes, we've talked about all things client management inside agencies, growing and hiring a team, best practices and so so SO much more. We can't wait to launch into the next 100 with you.
In this episode, we talk about our experience getting to 100 episodes of the podcast, and what we're the proudest of over at DOT and Company. We get into some tips on our hiring process, and how our training programs were created.
We'd love to know what you want to hear more of. Email is at hello@dotandcompany.co your topics or if you know a guest we should have on.
Cheers to 100! 🎊
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
A COO... who needs one?
In short: a chief operating officer (COO) is tasked with overseeing the day-to-day administrative and operational functions of a business. The COO typically reports directly to the chief executive officer (CEO) and is considered to be second in the chain of command.
BUT when do you need a COO in your agency?
Leah Leaves is a fractional COO for agencies, and she helps systematize the business for growth. She works with 7-figure agency owners helping them take their business to the next level.
In the episode, you'll learn:
- Who is best suited for a fractional COO;
- When to hire someone in this role;
- What are the main benefits of a COO
Connect with Leah:
AlderaanEnterprise.com
Aldera Approach Course
I can't wait for you to listen in to our conversation with Leah!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Benchmarks Your Agency Needs To Really Understand Profitability
We talk all about clients here on The Happy Clients podcast, but without a healthy business, not much else matters! In today's episode, we invited Marcel Petitpas from Parakeeto onto the podcast to talk about all things profitability management.
In this episode, you'll learn how Marcel and his team help their clients understand:
- What should I charge?
- What should my margins be?
- What should I make my hires?
- What % and key metrics should I track?
If you're running an agency in 2022, this is a must-listen!
We'll see you in the episode.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
We all want to know the "secret to agency success", but seeing the grind is equally as important.
Introducing Bryan Starck from 100 Celsius.
A year ago he hired a Client Account Manager from DOT & Co. to help with his growing agency. What we didn't realize was how crucial this role was to his agency's success!
In this episode, you'll learn:
-
Their new "north star" benchmark at 100 Celsius when we approach decisions re: clients = "How can we help our clients love their business more?"
-
The #1 reason clients stay with you (or leave). Communication is actually much more important to retention than results in Byran's opinion.
-
Similarities between how to surprise and delight clients happy with special moments & how to surprise and delight B2C customers via channels like email & SMS. This is part of our methodology for CRM marketing called "Dynamic Moments".
We know you'll love this episode!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes.
We've launched our first-ever ✨Agency Spotlight✨ series.
Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies.
You're gonna love it.
[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!
ClickUp is quickly becoming the rage here in the agency space and we wanted to learn from the best... so we invited Gray from ZenPilot on the podcast to give you the inside scoop!
Gray and his team at ZenPilot work with agencies to help them deliver better client services without the chaos. With the help of ZenPilot, agencies follow a proven playbook to fix their systems, processes, and project management so they can scale their agency. They've worked directly with over 2,300+ agencies, and you get the chance to see inside the work they do.
In this episode of The Happy Clients Podcast, we cover:
- Why ClickUp for Agencies?
- Why did you choose agency/consulting vs. going back to the SAAS route?
- Where do you see the biggest gaps in mid-sized agencies when it comes to operations?
- A walkthrough of an example client onboarding process inside ClickUp
If you're an agency looking to move over to ClickUp, or you simply just want an inside look into a client management system, check out this episode!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 in the agency space, you've most likely heard of GoHighLevel. And we (not so secretly) wanted to learn more in-depth the ins, outs, benefits, features of this amazing platform to see if it's a fit for our agency clients.
On today's episode, we're interviewing the FOUNDER of GoHighLevel, Shaun Clark, to share the inside scoop of all things GHL.
Listen in if you've been curious about using this platform 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!
Handing-Off Long-term Client Relations To An Account Manager... How To Do It?
The most asked question from an agency that's looking for support with account management: how many accounts can an Account Manager handle. Second most asked question? How do I hand over my long-term clients to an Account Manager?
In this episode, we run through how we coach our agency clients, and our client account managers, on transitioning your clients over! We want to ensure this is a client-centric approach, while also prioritizing removing you (the agency owner) from the day-to-day.
If you've been held up on this question yourself, don't miss today's episode!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes.
We've launched our first-ever ✨Agency Spotlight✨ series.
Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies.
You're gonna love it.
[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!
Hannah Nieves Consulting is a Marketing, Branding and Public Relations consulting firm, based out of New York. They work with lifestyle entrepreneurs and brands, through their trio: marketing, branding and PR. Hannah believes that "you can build a profitable brand that's anchored with your purpose and values all while designing a life you truly desire".
On this episode of The Happy Clients Podcast, we talk all things Public Relations.
Your questions answered:
- What is Public Relations?
- The HOT trends are happening in 2022 (that are not just pitching to Forbes or Entrepreneur)
- Things you MUST consider when pitching your brand!
You're going to love this episode.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 growing an agency, you KNOW the importance of hiring someone to take over client management— but is this a full-time or part-time role?
After listening to this episode, you'll learn what's the best plan of action for you and your agency. We're here for whatever you choose, but here are our thoughts. When we started, our goal was to help agency owners who needed premium talent who are efficient and not necessarily "full-time hours"
Reach out to chat with us about hiring someone part-time, or training your full-time team member. Don't have someone to hire full-time? We might be able to help.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
A Chief Operating Officer's experience is all yours .... meet 321 Pockets
We invited Josh Johnston on The Happy Clients Podcast to talk about all things ops inside agencies. Josh Johnston is the founder and operator of 321 Pocket Ops. Josh stepped into the COO role of Welling Media from 2018-2020—Scaling to a multiple 6 figure monthly revenues, 20 employees, and helped in the undertaking of its successful acquisition. Today, Josh is consulting with various agencies in the U.S. and Europe to help them scale their revenues, teams, and profits.
In this episode, Josh tells all about what to hand off in your agency first. We can't wait for you to listen in!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Many Clients Can One Account Manager Work With?
Or should we say... "How many clients should one account manager work with?
The most asked question from agency owners like you! And it's a good question. How else can you understand your margins on your clients?
In this episode, we'll answer your burning question: If I bring in an account manager, "How Many Clients Can One Account Manager Work With?"
Listen in to this week's episode on The Happy Clients Podcast to learn more.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes.
We've launched our first-ever ✨Agency Spotlight✨ series.
Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies.
You're gonna love it.
[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!
Making more profit and having insight into your finances is essential. I know that it can feel overwhelming as most of us (🙋🏼♀️ ) are more on the creative side and people side of the business, and brush finances to the side.
Am I right?
That's why we asked Adam Rundle from Clever Profits to come on this week's episode. He works with TONS of agencies just like you to help improve profitability using his unique and proven methods.
If you want to make more cash in your agency in 2022, listen in. This is gold.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
Get access to your clients' Facebook & Google accounts in 2-clicks, with Leadsie. ✅
We believe that the onboarding phase is SUPER important and we're always looking for ways to make this process seamless for clients. When we heard that a few of our Client Account Managers were working with Leadsie inside their agency, we reached out to learn more!
We did a trial and it literally worked so seamlessly. I can't wait for you to meet the founders of Leadsie in today's episode! You can get a free trial by going to Leadsie.io/happyclients where you'll get a 30-day trial (rather than the usual 14 days!)
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
In this episode, we interview Ian Dawson, COO of Direction.com
We love when we get to chat with the operations team inside an agency. It really gives you a different lens as most of us are in that visionary seat.
In this episode, you'll learn how Ian and the team at Direction have scaled up their team for success and how they're growing into the new year as a solid team.
You don't want to miss this. Listen in here.
Connect with Direction.com 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!
Welcome to DOT & Co! If you're new here, we're Client Managers for Marketing Agencies. Agencies hire us when they're getting in their own way of growth by hiring a trained pro from our team.
On this episode, Taylor interviews Agency Director (and co-host!) Katie on what to expect in your first month of hiring a Client Account Manager inside your agency.
It all starts with our Agency Portal. A checklist to make sure you have everything ready for your newest team member - your CAM!
You'll have more time to grow your biz and your CAM will be the go-to person for client comms in no time!
Curious if we could help? Email us! www.dotandcompany.co/contact
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
As an agency, who works with agencies, we get to see the inside of tons of different teams. But, do you?
We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes.
We've launched our first-ever ✨Agency Spotlight✨ series.
Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies.
You're gonna love it.
[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!
Zoom life is REAL and everyone is living online, now more than ever. Between internal meetings, client meetings, and DOT & Co. social culture, we do it all on ZOOM.
Here's how we combat Zoom fatigue and make every interaction the best possible!
Listen to this week's episode (or share with someone on your team!) to hear how we're combatting the zoom fatigue.
[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!
An entire year of The Happy Clients Podcast is rounding the corner and we're sharing Our BIGGEST Lessons with you!
To start something new is always scary. For us, a podcast wasn't about making the dollar bills rain. Rather, it was all about credibility. We wanted to put ourselves out there and show YOU that we actually know what we're talking about.
We get into the REAL reasons for starting a podcast in this episode. If you're curious, listen in.
[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 Danny from Optidge.
Optidge has developed a reputation as an agency that is highly motivated and provides results. They are persistent and creative problem-solvers who utilize their extensive experience to strategically develop cutting-edge Internet marketing and social media campaigns.
In this episode, you'll learn how Danny started his agency from SCRATCH to now a scaling team. He's brought on specific roles so he can focus on his strengths and really step into the visionary seat. It's quite remarkable what he's done with his agency to date.
You'll get a boost of confidence to KEEP going after listening to this episode. You don't want to miss this.
Connect with Optidge here: optidge.com
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
In this week's episode, we are so excited to interview Todd from Tresnic Media! He is an amazing digital marketer and has a very unique strategy for growing and scaling his client's marketing.
His unique four-step strategy is like no other. We are excited for you to take a step inside his agency to learn the ins and outs of how he's grown to be where he is today. Not only is Todd an amazing client of ours but he has an inspiring agency owner that we think you will learn so much from.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Rickilee from The Copy Collective. She and her team are experts in done-for-you sales copy for soul-led coaches, consultants, and healers. Talk about inspiring eh?
Rickilee has a unique approach to running her agency. In this episode, you'll learn how she's scaled up her team (including a client account manager!) and her process to getting out of the day-to-day and into the CEO seat.
[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 It's ACTUALLY Like To Run An Agency
James Rose is the host of the show Agency Highway. His show brings on agency owners within the industry to discuss paths to success. James and his guests share their advice on how to earn more and work less and they share their experiences of all the common industry pitfalls and how to avoid them.
In this episode, we dug DEEP into his agency and how he saw success.
[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!
Behind The Scenes Of A Scaling Marketing Agency with Lydia Martinez
Meet today's guest: Lydia Martinez!
After tackling over 11 years in strategic marketing, branding, social media, and event planning for powerhouse retailers Barnes & Noble and Whole Foods Market, Lydia decided it was time to get back to her entrepreneurial roots.
In today's episode, Lydia pulls back the curtain, and tells all. From jumping ship from corporate → agency life, growing a team and what she as the CEO is now focusing on. If you're an agency owner, this will inspire you & leave you ready to take MASSIVE action!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
Day-To-Day Schedule As A Client Account Manager at DOT & Co.
What does the day in the life of a client account manager look like? Well, this is the most asked question around here at DOT and we thought, why don't we interview our team members at DOT to give you the real juicy inside scoop of a client account manager!
Inside of this episode, we have individually asked client account managers, what a day in the life looks like. After listening, you'll have an inside look at what our day-to-day looks like!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
Introverted? How To Succeed As An Agency Owner Without Changing A Thing! with Will Wang of Growth Labz
Have you ever wondered how an introverted freelancer can go out to create a successful agency? Well, you're in for a treat with the one and only Will Wang, from Growth Labz.
In this episode, you'll learn how Will went from an introverted freelancer to a successful agency owner. He pulls back the curtain on the real struggles he's gone through to get to where he is today.
We promise you'll get tons of value from this episode with Will, Katie and Taylor on The Happy Clients Podcast!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
Run An Agency With Your Partner? Here's The Truth You Must Know! Featuring Culture Shock Marketing
Have you ever wondered what it's like to build an agency empire with your significant other? Watch these two lovebirds collide their backgrounds of Psychology + Film/TV to create a digital marketing agency that takes Australia by storm.
Meet Culture Shock Marketing 👋
On this week's episode of the podcast, we sat down with David and Kirty from Culture Shock Marketing to get real about what it's like running an agency with your partner. From agency structuring to client relations, D & K give our listeners great insight into building a legacy that is set up for success (not to mention some great relationship advice too 😉.)
After listening to this episode, you'll learn:
- How Culture Shock Marketing creates brand-centric create for their health-focused clientele
- How to build long-term relationships with your agency clients
- And of course, how to go into business with your partner (and have fun with it!)
Listen in to this power couple— you don't want to miss this opportunity to level up your agency!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Does A Day In The Life Look Like As A Client Account Manager? Jenna Meldrum from DOT & Co. Tells All
Here's your inside scoop on what Client Account Managers do at DOT & Company. This week, we feature our powerhouse CAM, Jenna Meldrum, to give her candid take on life inside of three (yes—three) agencies and how she crushes client management.
It's no secret that life as a Client Account Manager normally requires one to wear many hats. Everything from inbox manager, to project management guru, to client confidant, scheduler, and everything in between.
If you're an agency owner listening to this episode wondering how to hire a 'Jenna' for your team, then keep reading. (Yes, she really is that amazing and so is our team!).
DOT & Company Client Account Managers are game changers for agencies, helping to:
- Get client communication off of your plate
- Build systems + SOPs tailored to your agency
- Make your clients become happier than ever
- Give you the confidence to enter the holiday season knowing your team's got you covered
Interested in learning more? Book a call with our team today!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
FAQs of working with DOT & Co
Ever wonder what it would be like to hire a Client Account Manager for your agency? Curious about what we do over at DOT & Co.?
Well, you've landed in the right place my friend ✌️ On this week's episode of the Happy Clients Podcast, we are diving into all of the Frequently Asked Questions of working with DOT. We welcomed our Marketing & Sales Manager, Carly, on the pod to spill the tea she gets when connecting with agency owners looking to learn more about our services!
If you've recently come across our ads, heard us on a podcast, or were referred to us through a lovely friend— this one's guaranteed to give you all the info you need for your agency. And the best part!?
🚀 WE HAVE NEW SPOTS OPEN TO PARTNER 🚀
Head on over to dotandcompany.co/dotapply to get a call booked with our team and start the conversation on getting you out of the weeds.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
Agency Owner Talk: Training Your Existing Team To Become Client-Facing
From freelancer to agency owner, and savvy social media expert, meet Andréa Jones of Onlinedrea. Listen in as this expert shares a tip or two on setting your client-facing team up for success with training and resources that empower your account managers.
Andréa is fiercely committed to helping businesses and podcasters build profitable communities online through simple social media solutions.
From agency owner to agency owner, this episode gives you ALL the real talk on training your existing team to become client-facing (psssst, we can help with the training part 😉).
Looking to connect with Andréa? Check out →
- Onlinedrea
- The Social Savvy Podcast
- LinkedIn - pssst, there's a ton of freebie content here
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Use Unlimited Graphic Design Services to Serve Your Agency | Jeff Minnichbach from No Limit Creatives
We always talk about how outsourcing can revolutionize your biz— and if you're an agency owner looking for some creative help, grab those headphones and plug em' in! Meet Jeff Minnichbach from No Limit Creatives.
A number of years ago, Jeff was a graphic design freelancer and realized that the digital marketing industry needed a service where you didn't have to vet, hire, train, and manage graphic designers. No Limit Creatives was born, a company that allows your agency to leverage a subscription-based model for graphic + video design work.
Essentially, this podcast is your ultimate guide to unlocking unlimited graphic design services for your business. How awesome is that? 🙌
If you're a marketing agency, Ecom brand or run any online services and are looking for graphic design & video help, head on over to www.nlc.com. You'll be in great hands with the seasoned pros from Jeff's team!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Turn Down Clients - The Nice Way
Let's be honest, we've all been there. You get on a call with a prospective client and something just doesn't sit quite right. You start to doubt if this will be a fit for your agency, and then that pit in your stomach forms: How do I turn them down?
On this week's episode of the Happy Clients Podcast, we invited our Marketing Manager and Sales Expert, Carly Corkum, to share her take on how to turn clients down the nice way. Her biggest takeaways:
- It's OK to turn clients down
- Develop your client avatar
- If you're going to turn someone down, look to add value in other ways
If you've ever asked yourself what to do in those sticky sales and client intake situations, this podcast will definitely give you the confidence to refine your process for working with clients.
Speaking of clients, if you want help looking after yours and want to connect with Carly around your options, she's always happy to chat ✨ Reach out here!
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
You're just not QUICK enough. Red Flags in Client Communication from Your Team
You feel like your team's client communication is slipping through the cracks? These are hard conversations to have, so let us help.
You want your team to be independent, but you also know most tasks would be faster to do yourself. You feel that there are some communication slip-ups that just aren't okay with. That right there can cause a HUGE stressor on you, the agency owner.
You must listen to this episode if you nod your head yes to any of the following 👇
- You’re so busy running the business, you know tasks (and, ahem, clients) slip through the cracks
- You want the freedom to work from wherever, but now that you have a team, it feels impossible
- You wish you could upload your brain to new hires so they could understand the industry from day one
- You want to scale the business, but you know your systems and team aren’t set up to sustain success
- You don’t have the time or energy to follow up with your team 24/7 (or double-check their work)
As the world’s first and only dedicated team of Client Account Managers for digital marketing agencies, we can help keep your clients happy, too, with the exact systems, training and templates we use every day to support 7-figure agency owners as their remote Client Account Managers.
Access everything at www.thecamschool.com/
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Improve Your Team Efficiency & Get Results
Have you ever heard of an Internal Quality Assurance Checklist? 🥵 If not, your team's in for a treat. I promise this will save you TONS of time, and headaches from upset clients. Talk about major team efficiency & team effectiveness!
When you first onboard a client, it’s super helpful to do a deep dive into their funnel, products, and social media to get a good idea of who they are, and how their user journey may impact ad performance. Right?
Whether your agency conducts funnel builds, does lead generation, or does course launches, it’s important to have an idea of what setbacks may arise once you launch, so you’re aware of the full picture, and you can provide insights to the client early on (whether or not it is your agency's responsibility!)
Overall, to improve your team's efficiency, we recommend implementing Internal Quality Assurance Checklists testing during the onboarding and pre-launch phase.
Want to save 10+ hours? Get instant access to our checklists + personal insights from our team how to implement them here.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
As an agency owner, you KNOW that your clients are the bread and butter to your success. If you continue to lose clients, this isn't a good feeling. You lose momentum, your clients aren't telling their friends about you, and your growth is stunted.
So, what can you do? Keep your clients happier for longer.
In this episode, we talk all about how to keep your clients longer and our tried and true tactics to ensure your agency's success.
As former digital marketers, we gave up the agency hustle to zero in on what we do best: Keeping clients happy. As the world’s first and only dedicated team of Client Account Managers for digital marketing agencies, we can help keep your clients happy, too, with the exact systems, training and templates we use every day to support 7-figure agency owners as their remote Client Account Managers.
Meet: The CAM Collective.
The answer to creating the digital marketing agency of your dreams
Meet the CAM Collective, a monthly membership program for your in-house Client Account Managers to fast-track their understanding of the digital marketing industry, campaigns, and how to make (and keep) your clients happy. All while having personal insights and access to our team for any questions or personal coaching!
Tune into this week's episode of The Happy Clients podcast to learn about all things happy clients, and we ensure you'll learn something that'll help grow your agency.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
Learn to Create Systems That Your Team Will Actually Use
If you're a busy agency owner like me, you know that systems are so important, but likely the last thing on the never-ending to-do list. Am I right?
I love a good Standard Operating Procedure that is a living breathing document so that at any time, your team can hand over the SOP to someone else on the team. But, where to start?
Here are some of my top tips to get started on building systems your team will love, and actually use. Listen to get the full scoop:
- Sharpen up your client onboarding system.
- Who's responsible for what?
- Standard Operating Procedure (SOP) Documents That You Need.
Have you taken a pause to measure the health of your systems? Specifically, your client management systems?
Well, now's your chance!
Have a minute? Take the quiz.
Could your systems be more streamlined? get instant access to our systems, SOPs, templates and more here.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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 Important Questions You Need to Ask Yourself Before Hiring Someone To Manage Your Clients
You're ready to scale up your agency and hire a team member to manage your clients. Congrats!
But, what do you need to make sure you're prepped with ahead of making this hire?
At DOT & Co., we’re Client Account Managers. We work part-time in multiple agencies at once as that client-facing person, who project manages and is the glue between the agency team, and the client.
Through our experience, we've learned that it takes TIME to implement someone into your team... even if they're highly trained by someone like us!
Here's what you MUST do: understand that you're hiring a human, and they need time to learn about your agency. Patience is going to be key here, and it's not the type of thing where you plug n' play someone into your agency and they know everything in the first week. It takes time.
So, we recommend you start here. Review our CAM Sample Task List to give you a sense of the role. Then, outline what's the most important for this person to learn within the first week, month and 3 months.
[HELPFUL LINKS]
Onboarding Checklist: Grabour 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!
Scaling With Purpose with Alex Schlinsky from Prospecting On Demand
In this week's episode of The Happy Clients Podcast, we interview Alex Schlinsky— co-owner of Prospecting On Demand. Alexs' mission
is to help people break free from the 'Freelancer's Trap' and become the CEO of their own profitable marketing or coaching agency.
In this episode, you'll learn:
- The 3 Core elements you need to have within a successful agency
- Insights on hiring in-house vs. outsourced teams -- what to do?!
- Alexs' methods for growing an agency that fits your goals
If you're an agency owner, you'll love this episode and we guarantee you'll learn a thing or two about scaling up your agency with purpose.
Connect with Alex Schlinsky from Prospecting On Demand (POD):
- prospectingondemand.com
- https://www.facebook.com/groups/7figureculture/
- https://www.facebook.com/schlinsky
- /www.instagram.com/alex.schlinsky
Want to retain more clients? Obsess over the client management process.
At DOT & Company: client retention is the name of our game.
Why We Are So Obsessed With Keeping Clients Happy:
- We're natural people-pleasers. We always put clients first as we care deeply about being premium and always on top of things.
- We're hired BY agencies to keep THEIR clients happy, so our job KPIs are mainly around timely and professional communication— ie happy clients!
- Happy clients are something that can be lacking nowadays with the online world. At DOT, we believe that clients deserve premium client experiences —it's in our blood. That's what we strive to achieve every day.
Dive into this #HCP episode to learn what makes us tick at DOT. Our team prides ourselves on being top-notch Client Account Managers, and we quite literally love to eat, breathe, sleep, 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!
Client Management Isn't What You Think It Is
When we talk about the life of a Client Account Manager, there's a lot that goes into this role. Not only are CAMs client-facing and in-charge of client relationships, but there's also a ton of other PM facets and operational pieces that go into the role that can sometimes be overlooked.
In this episode of the Happy Clients Podcast, we get a lil bit more granular on what our roles really entail. Of course, this looks different from agency to agency! All in all, we hope you'll see just how critical our roles are as a superhero in the agency 🦸♀️
- Our role can include lots of admin work — don't get us confused with a VA, because the admin work we do is marketing-focused and project management-focused.
- There are lots of meetings internally with the agency.
- We create processes galore— we need to be tech-savvy and process-oriented in order to be suuuuuper efficient in our role.
- There sometimes is a bit of hand-holding and pushing things to completion internally.
- We take charge of reporting and digging into the advertising data to ensure our clients are educated on the progress of their campaigns and ad spend.
As CAMs, we become experts in wearing all the hats and probably wouldn't have it any other way. We take pride in our work and always try to have fun while doing it. Cheers to that CAM 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!
To any agency owner out there feeling stuck in your ways, this one's for you. Brandon Smits, Partner & CMO at Solar Cheat Code, joins us for a real talk on scaling an agency to success while leveraging processes and systems that work.
Brandon is the guru of helping mid-size B2B and B2B2C companies surpass their growth goals with marketing automation, lead scoring, and holistic digital marketing campaigns. As a seasoned entrepreneur and avid learner, he joins us this week on The Happy Clients Podcast with some killer advice for any agency owner out there looking to grow (aka, all of us).
In this jam-packed episode, we dive deep into:
- What the two biggest liabilities are when trying to scale an agency from infancy
- How investing in other agency's systems will help your agency grow and save you time/headaches in the long run
- Why it's so crucial to take advice from people who have walked the path you're trying to get on (aka, invest in a good mentor)
- and so much more...
We mean it when we say, our agency itself took a ton of great nuggets from this episode. The journey to growth never stops!
Cheers, to happy 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!
Take a Vacation Day? Here's How We Do It
Let's be honest: this pandemic has been brutal, and it's safe to say we're all in need of some R&R and a plane ticket booked outta here ✈️
As agency owners and client-facing managers, we suggest a few key tips to keep in mind when going to book that next vacayyy 🌴 It all starts with:
- Communication with your clients ahead of time (I'm going to be OOO!)
- Setting up backup communication with another team member for urgent needs
- Project manage in advance
Tune into this episode of The Happy Clients Podcast where we get real on taking vacation days away from your desk— even if you don't have crazy plans to go far!
Until next time (and from a beach hopefully),
Taylor
[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!
A Deep-Dive Into YouTube Agency Successes with Tom Breeze
Tom Breeze is the founder & CEO of both Viewability & Ad Buyers Club and is one of the top YouTube Advertisers out there. Tom is a long-standing believer in the performance-based financial model, where his clients pay for results, focusing on a partnership feel. Tom has a master's in psychology, is an author and speaker, showing businesses how to unlock the true power of YouTube ads for profit & scale.
Tom has been a client of DOT & Co. for a number of years, so it's about time we had him join us for an episode over on The Happy Clients Podcast. Tom's lovely personality, met with his intelligent nature, makes him one of the best agency owners we've met (we might be biased ;)).
In this episode of The Happy Clients Podcast, you will learn:
- The 4 A's of YouTube advertising and what you must master to ensure you're set up for success on YouTube
- How Tom grew a team inside his agency, Viewability, and the learnings he had. Hint: hiring experts is Tom's best-kept secret
- Who YouTube Ads works best for, and of course, who he wouldn't recommend spending their advertising dollars on YouTube
- Most importantly, how Tom and his team are changing the game for the agency world in 2021 and beyond
[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 Highly Successful Account Managers Do Every Day
If you're new here, welcome! At DOT & Company, we specialize and are subject matter experts in Client Account Management (CAM) for digital marketing agencies. Want to know how our CAMs thrive in the role? We have a couple of key tips that set our days up for success.
In this episode, we cover the 5 KEY STEPS our Account Managers incorporate into their practice:
1) Plan your day - each morning.
2) Reach Inbox Zero - don't know what that is? Listen in to learn all about it!
3) Project Management - keep the team accountable.
4) Celebrate wins for the team - encourage positive vibes!
5) Transparent communication - always update where things are at.
Send to your team and listen in on our daily practices, you won't regret it.
[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!
Copywriting + Designing: The Secret Weapon To Resonating With Your Audience w/ Jennifer Turner
As marketers, we understand that great visuals are paramount to success. But what about words?
On this week's episode of The Happy Clients Podcast, Jen Turner, founder of Gemini Branding, shares with you how just like there are two sides to every Gemini, there are two sides to branding, which are copywriting and design, and you can't have one without the other.
Jen is our amazing copywriter and designer that we have worked with since day 1 of DOT & Co. being born. If you've resonated with our copy or branding, Jen's to thank. So if you're a marketer, you don't want to miss this one.
After you've listened in to this episode, you will learn:
- How to marry words and visuals to see success in your marketing efforts;
- Building a successful branding and design studio as a one-woman show. The pros and cons of doing it all yourself and how to ensure your business aligns with your lifestyle goals;
- The easiest way to build a website with professional copy that you can DIY for you or your clients;
- How you can create packages that fit your audience's budget. Hello, Startup Sprint + GemDays! We at DOT work with Jen at Gemini using her GemDays, and let us tell you, it is the most efficient day ever
You can learn more about Gemini Branding at:
geminibranding.ca
https://www.instagram.com/geminibranding/
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
Meet with us: www.dotandcompany.co/contact
[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've been around for a while, you know how much we love happy clients. But, how can you get the premium client experience for your own clients?
Meet: The CAM Collective brought to you by DOT & Co.
Imagine this: your team has a question, and rather than going to you for the answer, they come to a team of other Client Account Managers. Say hellooo to quick wins and time back in your day!
And bonus— your team feels confident in their client management skills. We’ve got their back... for you.
The training your team needs for the agency you want. Listen in to our podcast, filling you in on all of the deets.
We'll see you in the CAM Collective!
[HELPFUL LINKS]
Want all our secrets? Join the CAM Collective here.
Onboarding Checklist: Grabour onboarding checklist here.
Email Templates: Ready to use client-facing email templates, get it 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 Delight Your Clients (it’s easier than you think!)
Listen, running an agency is no joke. There are SO many things going on behind the scenes that people don't see. But how are you ensuring that your clients are your top priority, and they feel delighted?
Here are some ways to surprise and delight your agency clients.
#1. Make your clients feel like they are your only client. Like most digital marketing agencies, you’re drowning in emails, meetings timelines and to-do lists every day. You’re juggling clients and their projects, doing everything to make their businesses successful—but you don’t have time to make each client feel like your only client, let alone find time to build your business. We get it. We’ve been there, and we weren’t okay with our clients (or our business) taking second place to their projects. Now, clients are our first (and only) priority. We take care of them so you can take care of business. In this episode, we'll fill you in on ways we make clients feel like they're the only client in the agency!
#2. Daily Pulse. Ever heard of this technique? See our previous post here. Do you ever feel like you should update a client, but you feel like you don't have anything to update them on? Don't worry, we've been there too. If you're a digital marketing agency, your clients are likely paying you the big bucks for your expertise, so they deserve regular updates and face time. That's why we started The Daily Pulse. We're going to share exactly how we update clients on the daily. It transformed our client communications, and we think it'll transform yours too.
Have we met yet? We’re DOT & Co., 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. Not only will we nurture lasting relationships with your clientele, we’ll free you up to do what you want (and need) to do in your business. Say hello to freedom. Email us to start the conversation!
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
Meet with us: www.dotandcompany.co/contact
[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 Systems We Ensure Every Agency Has
Systems are the backbone of any successful agency, we all know this. But how do we ensure each agency we're working with has the right systems so that we can jump in and keep their clients happy?
Firstly, we look at the client onboarding system. This is one of the most important systems because it's the first experience the client has when they start working with your agency. If you don't have a client onboarding system already and your agency, click here to download ours. Inside of this client onboarding system, we look for certain elements, which you'll hear all about in this episode.
Next up, we look at the ongoing management of the clients. A big part of our role as a Client Account Manager is to keep clients happy on an ongoing basis, so here are some questions:
- where are we going to be sending reports? How often?
- Who is responsible for each piece of the reporting puzzle?
- Do we have email and reporting templates in place?
These are all really important things to keeping clients happy on an ongoing basis.
Next, is gifts! Who doesn't love receiving something in the mail? If we have something systematized, most likely inside of the agency's project management software, where we as a Client Account Manager are responsible for sending gifts, this makes it sooo much easier for us to manage the relationship! Also, when it comes down to resigning the contract in 3 months, it's more promising they'll extend their contract when we've had the chance to WOW the client & build a relationship over an extended period.
Take a listen to this episode of The Happy Clients Podcast to learn how we ensure all the agencies that we work with are equipped with the perfect systems to ensure we can do our job as a client account manager.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
Meet with us: www.dotandcompany.co/contact
[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.
Are You Missing The Control From Managing Everything?
We get it, and we've been here before. Most agency owners start in a very similar way: You're starting a business because you love the marketing aspect, or the advertising aspect, or the overarching strategy of getting clients results.
But what most agency owners don't realize is you're also signing up to be the everything person. You are overseeing the finances, the team, the hiring, the sales, the marketing, the operations, and everything else in between.
Often we see that when an agency brings someone age like a Client Account Manager, it can be really difficult to let go of that control!
The good news? It doesn't have to be that way. We know exactly how most agency owners feel and in this episode, we are going to give you some tips and tricks to allow yourself the freedom to let go of managing everything inside of your agency.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here. Meet with us: www.dotandcompany.co/contact
[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.
3 Ways We Use Our Podcast For Our Agency
Have you ever thought about starting a podcast? We did...for years!
We had heard from so many people that "in order to get your message out to the world, you need a podcast". Well, we procrastinated this for so long that we finally pulled the plug and just did it!
Now, here we are at over 50 episodes of the Happy Clients Podcast in 4+ months, we're proud to say it's been a success (and so much fun!).
In this episode, we'll fill you in on the 3 ways we use The Happy Clients podcast inside our business.
We will cover:
- Why we started the podcast:
- How we create our podcast
- What we use the podcast for (hint: it's NOT all about marketing)
We're curious if you've ever thought about starting a podcast? Or, do you want to be a guest? Email us at hello@dotandcompany.co and we'd be happy to schedule you in!
Busy Agency Owner? Here's Why You Shouldn't Act 'Busy' To Your Clients
You’re drowning in emails, overwhelmed with client correspondence and project timelines. But, what are you telling your clients?
We get it: Like most digital marketing agencies, you’re drowning in emails, meetings, timelines and to-do lists every day. You’re juggling clients and their projects, doing everything to make their businesses successful—but you don’t have time to make each client feel like your only client.
If you're someone who brags about being busy when speaking with your clients— you may want to reconsider.
Tune into this episode of The Happy Clients Podcast to hear our take on not glorifying 'the busy'
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
Meet with us: www.dotandcompany.co/contact
[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 We Created Our Superstar Team Culture
You're growing an agency and a team— things are fun and exciting. However, when it comes to keeping your team happy, how are you doing?
This is something we have focused on a lot over the last year, and we've learned a lot.
In this episode, we will fill you in on:
- How we created a culture that is the opposite of corporate life
- The importance of trust. Remote life means your team may have a flexible schedule, which means you can't micromanage
- How we schedule virtual happy hours, coffee dates, and even yoga all while running a remote team
KEY: we want our Client Account Managers to bring our DOT vibes into the agencies they work in, so we set it up from the ground up.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
Meet with us: www.dotandcompany.co/contact
[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.
Inside Secret: Why Delegating Is So Hard For Us
WELCOME TO EPISODE #50!
We want to talk about why we, as Client Account Managers, seem to be less than stellar delegators.
As a Client Account Manager, our role is to take everything client-facing off the agency owner's plate. So naturally, we want to do almost everything without tasking things out to someone else. And with this can come a lot of work.
But we at DOT & Co. believe that a strong Client Account Manager has certain personality traits that make us great at our jobs.
Here's a sneak peek into this week's episode:
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Tune into this episode of The Happy Clients Podcast to learn more about how we manage clients in the agency world, and how we also use our CAM skills to ensure we're delegating properly.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
Meet with us: www.dotandcompany.co/contact
[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 Can't You Manage Clients And Sales At The Same Time?
Are you ever on a sales call and think "I really just don't want to have to manage this client"?
We get it. And most agencies are in the same position until they can completely offload the client experience to someone on their team.
On this episode of The Happy Clients Podcast, we're talking all about the sales process in an agency, and where we see different agencies structuring their team.
Agencies ask us questions like;
- Should I do the sales call and manage the clients in my agency?
- How to onboard a client after the sales call?
- Should sales and account management be different roles in my agency?
We'll get into it on this episode, so be sure to tune in.
Looking for help with managing your clients? Email us to start the conversation.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
Meet with us: www.dotandcompany.co/contact
[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.
Learn how Amanda Perry turned her agency, SOUP, from two employees to now 27 (with hundreds of clients) all amidst the global pandemic. She also is spearheading a community for agency owners looking to get started in the e-commerce world to help them find their footing. Hello trailblazer!
We were dying to know her secret sauce, and while it can't always be calculated out, Amanda credits a few keys things you need when growing your operation:
- A growth mindset: Seems obvious, but you need a willingness to invest time in reflecting on your mindset and appetite for growth.
- A positive attitude with gratitude: It's so important to be upbeat and constantly reflecting on what you are grateful for.
- Confidence and resilience: You can't be afraid to take chances and fail or shy away from tapping into big successes. Comparison is the killer of confidence. Stay focused on you and let the competition do their thing— there is an abundance of agencies but only one YOU. Focus on that and get comfortable being surrounded by others chasing their dreams, too.
"You don't have to have all the answers, you just have to be confident to approach things with a different lens."
We love it. Amanda teaches us everything we need to know from bankruptcy to running a booming success e-comm agency. As a total rockstar and badass digital marketer, you don't want to miss this tell-all with SOUP's creator and visionary-extraordinaire!
[HELPFUL LINKS]
Client Onboarding Checklist: Grabour onboarding checklist here.
Email Templates: Ready to use client-facing email templates, get it 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!
We, agency owners, take everything personally. It's okay to want to hand over the day-to-day to someone else. I mean, how awesome would it be to have someone fully dedicated to your clients!?
On the other side of the coin, we also get it. How are you supposed to just hand the reins over to someone who didn't develop and nurture this client relationship from Day 1?
We know where you're coming from. And if we haven't met yet: Hi, I'm Taylor! 👋 I used to run an advertising agency myself and now focus solely on my favourite part of it all: creating a premium client experience and nurturing long-lasting happy clients.
Tune into this episode of the Happy Clients Podcast where we talk you through how to let go of control in the client world, and also that it's totally okay to have those days where you don't want to work with your clients. Lucky for you, we always want to work with your clients! The DOT & Company team is hungry to take on more agency partners and free you up from all the personal stuff.
While some relationships will take time (we never rush the process), the end result is always worth it: happy clients coming back for more + the satisfaction on our team of knowing we are helping growing agencies to scale.
[HELPFUL LINKS]
Onboarding Checklist: Grabour onboarding checklist here.
Email Templates: Ready to use client-facing email templates, get it 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!
No matter the service or product, it's always critical to outline ideal client avatars in any agency. In the DOT & Company world of Client Account Management, we are always getting asked who our perfect agency client is. And now we're here to spill it!
Here's our snapshot of a unicorn digital marketing agency client 🦄
1) You are what we call "good people". You know— the ones you’re on the same page with and feel that there’s alignment on values like authenticity, respect, honesty. We love genuine people!
2) You are an agency that has clients and killer momentum in your space.
3) You have goals to grow and scale. (Psssst, we also want to help you get there!)
4) You are ready to let go and allow our team to come in and do what we do best— provide a premium client experience that is smooooth like butter.
5) You are ready to invest in a Client Account Manager— someone dedicated to your team and your clients (we call CAMs the glue to it all).
And for the record, if you're reading this and thinking "I check some of those boxes, but..." we are ALWAYS happy to chat and see how we can help your agency. Because here's the thing...
If you're just getting started and don't have clients or processes yet— check out our DOT Shop for plug n' play systems to help you get streamlining and making clients come raining in.
If you're a big and established agency with an already existing team of client account managers or client success reps— hit us up to help you with Training at DOT. That's right— we have options to come as a "Done-With-You" service where we can train your team in all of our methods of delivering a premium client experience.
Moral of the story: let's talk 👋
[HELPFUL LINKS]
Onboarding Checklist: Grabour onboarding checklist here.
Email Templates: Ready to use client-facing email templates, get it 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!
Ever wonder what you need to know about the backend of Facebook when working with non-techy clients? Look no further. Emma from the DOT & Co. introduces the Facebook™️ Ads Lab For CAMs. On this week's episode of the Happy Clients Podcast, we wanted to give our listeners an inside look into DOT’s Facebook™️ Ads Lab For CAMs. This course is essentially an easy-to-digest run-through of Facebook Ads & what key insights clients need when you are reporting to them on ad campaigns. We developed this training with Client Account Managers in mind, who don’t necessarily need to know the nitty-gritty of the campaign builds, but more so how the KPIs are looking when it comes time to touch base with clients.
Emma, Training Manager & Expert CAM, also developed must-know hacks for onboarding clients in a Facebook advertising agency, as this process is never a one-size-fits-all. Have tricky clients who don’t know much about the platform? Don’t fret— Emma’s guru workflows and templates can be directly accessed in this training to implement into your agency today. Say hello to streamlining and happy clients (and CAMs!).
Head on over to www.dotandcompany.co/courses to check out our Facebook™️ Ads Lab For CAMs.
[HELPFUL LINKS]
Onboarding Checklist: Grabour onboarding checklist here.
Facebook™️ Ads Lab For CAMs:Get it 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!
We love connecting with fellow agency owners and getting their perspectives on growing a team. Get ready to be inspired— hot-ticket item Matt Jones is on the mic. On this week's episode of the Happy Clients Podcast, we dive into talking about what it means to be a values-oriented business. Matt Jones, CEO ofSHED Social, shares his personal take on working with teammates (or clients!) that see eye-to-eye with you and are just genuinely driven to get the job done.
We can all take a little inspo from Matt’s ethos when hiring:
“Our ethos has always been to prove that you can be successful by treating people like decent human beings and while connecting on values. Treat people how you would expect to be treated, be fair, and treat your hires as adults. Give people enough space to grow and develop and do the job as you would hope them to do it.”
There’s so much to be said about how businesses bring respect, authenticity, accountability, and honesty to their teams. And Matt (and his wonderful wife Kate!) have done an outstanding job of holding true to their words and bringing light to all those who work with them.
We mean it, we love working with this team!
Cheers, to happy clients.
[HELPFUL LINKS]
Onboarding Checklist: Grabour onboarding checklist here.
Email Templates: Ready to use client-facing email templates, get it 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!
It's time we get real: welcome to our All Talk Edition.
On this week's episode of the Happy Clients Podcast, we dive into the two sides of our business and give you the inside scoop into who is behind the scenes working the magic at DOT.
If you’re new, welcome 👋
At DOT & Co., we offer full-service client account management where we're working inside of agencies, providing premium client experiences for your clients. We also have a training and product side to help your team level up with client management processes and systems that are plug-n-play for your agency.
Get the scoop on:
-
What does it look like to work with DOT & Company as an agency owner?
-
Who on your team is responsible for hiring, training, and managing client account managers?
-
How did DOT & Company get started as an agency?
Our team prides ourselves on creating everlasting client relationships and being the friendly faces who help glue your agency together. Because happy clients are the name of the game, right!?
[HELPFUL LINKS]
Onboarding Checklist: Grabour onboarding checklist here.
Email Templates: Ready to use client-facing email templates, get it 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!
Email communication is a hard language to teach, and our team is here to share our take on perfecting client comms that are concise, friendly, and always correct.
On this week's episode of the Happy Clients Podcast, we dive into the tools we use for teaching our team how to email clients, and also our personal favourite touches for capturing the right tone.
We will answer your questions, such as:
- How do I set the stage for email communication with my team?
- What tools are there available to enhance emails and perfect tone?
- How do I keep my team consistent in our messaging?
Spoiler Alert: Grammarly is our best friend (and free!) and a good exclamation point can go a long way. Want our email templates, too?! Head on over to www.dotandcompany.co/email to grab them.
Take a listen and share it with your team today!
Cheers, to happy clients.
[HELPFUL LINKS]
Want to grab our email templates? Get them 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.
How to communicate numbers in a way that really gives confidence to your clients and reminds them that you know what's up.
This week, we welcome our special guest Liz Boer from E&B Media Group to the podcast to talk all about metrics and numbers that every client-facing marketer should know. Grab your pen & paper, Liz shares all of her key insights to industry benchmarks, funnel considerations, KPIs, (and more) that you should be keeping top of mind! It's well worth a listen, and your clients will thank you for it.
The total sweetheart she is— Liz also shares some very candid advice for business owners and entrepreneurs alike who may just be getting started or are seeking advice on growing an agency. She's seen it all from startup to scale-up and shares all the numbers you need to know when growing your business.
MORE ABOUT LIZ
Liz is the owner of E&B Media Group, a boutique Media Agency, specializing in Facebook/Instagram Ads, Conversion Copywriting, and Launch strategies to maximize sales and conversions. Her mission is to help other ambitious women create more freedom, income, and impact using predictable sales funnels and proven marketing strategies.
Find Liz: [www.lizboer.com]
Check out Liz's Podcast→ Marketing to Millions[https://lizboer.com/marketing-to-millions-podcast-2/]
Book a call: [https://app.acuityscheduling.com/schedule.php?owner=16944867]
With holiday long weekends passing and seasons changing, we took some time at DOT & Company to pause and reflect on why it is that we love what we do.
Get candid with us on this week's episode of The Happy Clients Podcast where we give you a glimpse into a real talk internal call at DOT. We stopped to ask ourselves what our "why" is and are happy to share our honest perspectives.
In this podcast, we answer important questions, such as:
- What does account management look like at DOT & Company?
- Why do we truly love managing clients?
- What is our goal at DOT & Company and what do we see for the future?
If you're an agency owner who is looking to hire a Client Account Manager, look no further. Listen in to this internal call where we dish our genuine perspectives on why we love being client-facing account managers and why client work is so important. Hopefully, you'll be left feeling inspired too.
Cheers to happy clients!
[HELPFUL LINKS]
Want to learn more about CAM School? Book a discovery call 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.
We uncover our best-kept secrets on onboarding lead generation clients (don't tell anyone, but they might just be our fav). Check out the YouTube video of this podcast where we walk you through our exact lead generation briefing document + asana workflow.
These documents and flows have been curated through years of experience working with a multitude of lead gen clients. Trust us, we mean business. Like what you see (or heard?)— head on over to www.dotandcompany.co/checklist to grab our free Client Onboarding Checklist to help take clients off your to-do list.
Cheers, to happy clients!
[HELPFUL LINKS]
Want to grab our Lead Gen Onboarding Checklist? Download 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.
Ever picture working with your S.O. and think— could it be? Can we find the perfect balance between love and business? On this week's episode, we had an inspiring conversation with Angelo Dodaro and Kelsey Cole, founders of MVM Inc. Needless to say, they are a digital-marketing power couple.
Listen in where we dive into the not-so-talked-about side of running a business, where life really starts to intersect and things get real. Tune in to learn how this couple navigates a thriving relationship with a thriving business and all the fun that comes in between. Their secret? Raw honesty with one another.
"I'm just not as motivated alone, and Kelsey and I do business together because we actually have a ton of fun doing it together!" - Angelo (aw!)
Can we say goals?
Cheers to happy clients,
Taylor
P.S.— looking to outsource your client management? We've got you. Find us here.
[HELPFUL LINKS]
Want to learn more about training options at DOT? Book a discovery call 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 𝘧𝘦𝘦𝘭 𝘭𝘪𝘬𝘦 𝘮𝘺 𝘢𝘨𝘦𝘯𝘤𝘺 𝘥𝘰𝘦𝘴𝘯'𝘵 𝘩𝘢𝘷𝘦 𝘴𝘺𝘴𝘵𝘦𝘮𝘴 𝘢𝘯𝘥 𝘱𝘳𝘰𝘤𝘦𝘴𝘴𝘦𝘴 𝘪𝘯 𝘱𝘭𝘢𝘤𝘦 𝘵𝘰 𝘩𝘪𝘳𝘦 𝘺𝘰𝘶 𝘧𝘰𝘳 𝘢𝘤𝘤𝘰𝘶𝘯𝘵 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵!"
This is something we get a lot.
We understand wanting to have your ducks in a row before hiring a Client Account Manager, but we're here to tell you that your agency does 𝘯𝘰𝘵 need to have SOP's, workflows, or even specific roles for the CAM before hiring someone like us (DOT!).
In all honesty, it works better for us if you DON'T have all of your systems in place, so we can help you write the book as you grow.
When getting ready to hire, here are the main things to consider as you prep:
- You should have enough clients to justify a Client Account Manager role (we recommend at least 3-5, depending on the size of the scope).
- You have to be willing to hand over the reins - sometimes we all need that friendly reminder that you will have to give up some control.
- You must understand and see the Client Account Manager role as an investment into your future business. {Pssst...DOT & Company's whole purpose is to help agencies scale, we are here to help.)
"Ok, I want to hire! What do I do next?"
Awesome! Email us for a chat to see if we think you need a CAM role and to talk about the options you have. We can help you determine if outsourcing or keeping in-house is the best move. After all, we are the experts!
Cheers, to happy clients.
[HELPFUL LINKS]
Want to learn more about CAM School? Book a discovery call 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.
In the ever-evolving world of digital advertising, it's important to understand which platforms and strategies can help you stand apart and scale above the rest. Let's talk about LinkedIn Advertising.
Our special guest, Anthony Blatner, runs Speedwork Social: a B2B LinkedIn Advertising Agency that specializes in Lead Generation, Lead Magnets, and Sales Funnels. Transitioning from the world of software development to digital marketing, he's cracked the code on becoming an expert in everything LinkedIn. Join Anthony on our podcast this week where we dive into everything your agency should know about building successful LinkedIn ads and all the fundamentals to getting started.
We cover:
- Background: How Anthony learned to best leverage LinkedIn and set himself apart as a specialist.
- The wonderful world of B2B clients and why LinkedIn has been a game changer versus traditional Facebook ads.
- The main pros to why your agency should start working with LinkedIn (did we mention the lack of impact from the iOS14 update?)— and of course the cons to watch out for when getting started.
- But mainly, what are the questions you should be asking yourself to see if your business is ready for LinkedIn? 🧐
Anthony dishes all his tips and tricks and is always happy to connect with new people. Find him on LinkedIn (duh!) @ Anthony Blatner and reach out to him over email at any time: anthony@speedworksocial.com to learn more about his agency and LinkedIn Advertising.
Until next time,
Cheers to happy clients!
[HELPFUL LINKS]
Want to learn more about CAM School? Book a discovery call 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.
We’ve been there - we’ve seen it all - we always talk about how GREAT our clients are, and yes - they’re AWESOME.
But sometimes it all goes sour, and being the client-facing piece to the marketing puzzle, we need to make sure we’re cool, calm and collected.
Clients will get angry, they will have issues— and here’s how you tackle them 👇
First - don’t puff up! Being defensive isn’t a good look. Just think, if you reverse the roles, would you like to be on the receiving end? We’re gonna say no.
Second - make sure you come prepared. Navigating angry clients can be uncomfortable, so get your ducks in a row, think before you speak, and make sure you hold your own. You need a pep talk— you won’t be walked over and you know what to say.
Third - it has to go both ways. There is an ebb and flow to every relationship, you hear them and they hear you. And, if all goes according to plan, the conversation is mature and positive. As Client Account Managers, we absorb this role, and usually, agency owners and team members are happy to let us do so.
So remember, you’ve got this. Tune into the full episode for all of our tricky client navigation tips and tricks!
[HELPFUL LINKS]
Want to learn more about The CAM School? Book a discovery call 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.
As Client Account Managers, client retention is truly the name of the game 🏆
A key piece to how we keep clients for years (literally, YEARS) comes down to how & who we hire, our premium training program, and genuine understanding of client needs. We know how important our CAM role is to agencies, and make sure we align ourselves with like-minded people who see keeping clients happy as passion work.
Also take it from us, we get it. Entrepreneurship and running a growing agency can get lonely. As CAMs, we work to bring a sense of team, cheer, and constant positivity through all the good, bad, and ugly of client management.
Want to learn our secret sauce for client retention? Tune into our episode below where we give you the full scoop. You don't want to miss it!
Cheers to life-long happy clients! 🥂
A question we always seem to get from agency owners is: how do we train up premium Client Account Managers? Here to solve all of your training woes is Emma, our expert CAM + Training Manager at DOT & Co.
Emma has developed a state of the art training program for Client Account Managers, called CAM School. These easy-to-follow modules equip prospective (or existing!) CAMs with everything they need to know to gain the confidence, skills, and mindset to thrive in client account management.
There are innate qualities of being a good Client Account Manager that are often not tangible, but are very important. Things like:
- Work ethic
- Independence
- Confidence
And guess what!? With our training options, whether that be CAM School or One-On-One Training with Emma (yes, that’s an option too— check it out), we help instill these qualities in CAMs and surround them with a community of like-minded superstars to help them crush their goals. 💪
We’ve seen it all and are SO READY to pass along our secrets. Take a listen in to this week's episode and we promise you'll be inspired to explore the wonderful world of CAM Training.
[HELPFUL LINKS]
Want to learn more about CAM School? Check out our training options here. [www.dotandcompany.co/camschool]
[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.
Let's talk about client reporting. It's a huge piece of our client management role. Client reporting is usually good (but sometimes it's bad!) and we are generally the people who are communicating this to clients.
In this episode of The Happy Clients podcast, we fill you in on:
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How to adapt to the ever-changing (reporting) landscape: Don't think that you can pull reporting the same way every single time.
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All of the fun KPIs that are on the back end of Facebook Business Manager, and how to translate these for your agency clients.
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Our best practices on how to deliver client reports to clients.
As client account managers, we handle client meetings for the agencies we work with, so we live and breathe in reporting life. Take a listen in to this week's episode and we promise you'll be inspired to up-level your client comms when it comes to reporting 👀
When looking for ways to improve your hiring process, the interview portion is so key for capturing insight into top talent. Virtual interviews also mean it's that much harder to pick up on someone's vibes, social cues or demeanor when they don't have a screen (or script!) in front of them. So what do we do?
We use a hybrid approach where we start with a casual phone call/coffee chat before moving into more hard skill-focused assessments and cases where we look for star Client Account Manager qualities. It's all about doing a gut-check and gathering as much insight to a candidate as you can before signing them on as your next unicorn 🦄
Tune into this episode where we cover key Interviewing 101 questions such as:
- What are the main things to look for in interviews?
- How do you verify someone's technical skills and abilities?
- How do you set expectations on a role and dive into candidate's expectations?
- As an agency owner, where can I go to get your exact hiring process used at DOT & Company?(Yes, we're sharing ALL of our secrets too. 👀👀)
Cheers, to happy clients!
[HELPFUL LINKS]
Our EXACT Hiring Process [Step by Step Guide]: Sign up here.
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.
When you trust your intuition in business, everything else falls into place. Well, at least that's what we learned in our chat with Charlotte Powley of Pow Wow Media.
As Charlotte says in our episode, "what is the right decision to make? if you make a decision for yourself, it's never going to be the wrong decision."
In this episode, you will learn:
- How the team at Pow Wow media chooses their clients and the 3 key factors they look for in a new client
- Important advice if you're starting an agency this year
- Why hiring doesn't have to feel stressful if you're aligned with your intuition
Listen in to this week's episode and be sure to check out Charlotte and the team at Pow Wow media!
Until next time,
Cheers to happy clients.
P.S.— looking to outsource your client management? We've got you. Find us here.
[HELPFUL LINKS]
Visit Pow Wow Media: here
Follow Charlotte on Instagram: here
Onboarding Checklist: Grab our onboarding checklist here.
Swipe File: Email Templates: Ready to use client-facing email templates, get it 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 on the Loom train yet, you're about to be. 🚋
Loom is a wonderful software that you can download directly onto your computer, or add as a Google Chrome extension tool. Loom records your screen, your voice, and even your video all at the same tell to help you create quick and easy walk-through videos for a variety of stakeholders. The beauty of this platform is you can record up to 5 minutes of screen-sharing for free each time you use it, and the clips will save directly to your clipboard.
You can also leave comments directly in the Loom application (or ask clients to leave their feedback!), which can help you cut down on meetings and transform your clients communications.
Tired of having a weekly check-in that just takes up space? Getting lost in the numbers and jargon of your reporting software?
Loom is our go-to for cutting down on client (and internal!) meetings, and leveling up our reporting and communication skills by supplementing these quick and seamless walkthrough videos to personalize our touchpoints.
Tune into today's episode of #TheHappyClientsPodcast where we dive into the many reasons why you should start using Loom if you don't already. Now—more than ever—is the time to upscale your virtual communication tools.
Cheers, to happy clients!
Calendly is a life saver in our agency. From integrating multiple Zoom links, to scheduling our podcast, and syncing group calendars with teammates, this tool has been a game changer and is our favorite scheduling platform by far.
Whether you have the free version or upgrade to paid, Calendly can drastically improve your agency's workflows, customer success, scheduling headaches, and so much more.
Check out this Calendly hack we discovered that shows just how user-friendly and efficient this tool is. 👇
CALENDLY HACK
When booking sales calls or client meetings via text or social platforms, you can create the following keyboard shortcut on your iPhone to help fire off your scheduling link in a flash.
Go into Settings > General > Keyboard > Text Replacement > Type 'Cal Link' [for example] > Insert Calendly Link under 'Shortcut'
~~Now every time you are in a messaging app, when you type 'Cal' your link should pop up immediately!
Tune into the episode for the full scoop, and watch your scheduling and double-booking nightmares wash away.
[HELPFUL LINKS]
Curious about how to update clients on the recent iOS changes? Grab our iOS email template 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!
Lead Gen is one of the best forms of marketing online. The lead gen funnel queen herself, Jenna Curry, joined us last week to teach us her proven strategies to closing more leads. Spoiler alert: The fortune is in the follow up.
A Winner of the Wilmington Chamber of Commerce 2017 Entrepreneur of the Year Award, Jenna is well known for her ability to create online sales funnels that CONVERT. Using the power of targeted content, landing pages, Facebook, Instagram, Google & LinkedIn’s advertising platforms, email sequences, and a suite of digital tools, Jenna focuses on driving ROI for businesses. You can check her out more at Remedy Digital Agency.
Tune in to this jam-packed episode where Jenna dishes all about how to build killer lead gen funnels, what her proven follow-up techniques are, how to manage client's expectations on their funnels, and her expert advice to closing more sales.
[HELPFUL LINKS]
Just closed a new sale? You need our Client Onboarding Checklist: Grab it 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 let's be honest: burnout is a real thing. And we've had our fair share of battles while trying to continue scaling as an agency while not letting the struggle get real. We are here to tell you that if you're feeling the same pressure to work late into the evenings, have days that blend together, and feel like you're spinning on a constant hamster wheel, you are not alone. We hear you, we see you, and we are making strides to staying happy, healthy, and productive while tackling WFH like a boss!!!
In this episode, we share a few of our tips to thriving in the WFH life and kicking burnout to the curb. 🙅 Here are our top 3 guiding principles for saying bye to burn out:
1—Start with a mantra or a daily practice of gratitude 🤗
2—Dedicate a space solely to your work and learning 💡
3—Arguably the most important piece: BOUNDARIES ⚠️
Tune in to get the full scoop!
Have you ever wondered what it's like to run ads for top brands like The Grammy Awards, Fable, and Hero?
On this week's episode, we had an inspiring conversation with Angelo Dodaro and Kelsey Cole, founders of MVM Inc. Their case studies are insanely impressive, and their vibes are legit.
After listening to this episode, you'll learn:
- How MVM creates brand-centric creative that converts
- Team structure of a scaling agency; who's on their team?
- Husband-Wife agency: how do they make it work?
Listen in to this power couple— you don't want to miss this learning opportunity!
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
Swipe File: Email Templates: Ready to use client-facing email templates, get it 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.
Working with a YouTube ad agency is a little bit different than traditional Facebook ad agencies. Firstly, there's a lot more involved in the onboarding process because it's a very creative space. YouTube ads are not so 'plug n' play' and a lot more inspiration.
On this week's episode, we have invited Mandy Miller, a Client Account Manager extraordinaire, and a member of our DOT & Co team. In this interview, we dig right in and talk all about YouTube ads.
We will answer your questions, such as:
- What's does our Onboarding Process for YouTube Ads look like?
- Creative Assets: What does a YouTube Ad (video) involve from a creative standpoint? Assets required?
- What does our role as Client Account Manager look like in a YouTube Ad agency?
If you're an agency owner who already does YouTube ads, like is a must-listen. You'll learn some tips and tricks by taking an inside look at one of the top YouTube Ad agencies around. And, if you're not yet playing in the YouTube Ads world, you're in for a treat!
Until next time,
Taylor
P.S.— looking to outsource your client management? We've got you. Find 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.
IOS + Client Communication | Here's Where To Start
Some wild changes are coming in the Agency-Client Landscape (w new IOS). Your clients have likely heard the word on the streets that changes are coming, but they likely don't have the inside scoop. As the agency owner, your clients will expect you to be in the know, keep them updated, and most importantly, take care of their business on their behalf.
You, the agency owner, need to position yourselves as the authority during these times. Ensure your clients know that you have the best resources and they're in good hands. Don't fret! We're on it!
If this is new to you, here's the scoop from Facebook:
- "Specifically, Apple will begin to require that all apps in the App Store show a discouraging prompt to users on iOS 14 devices, in accordance with their AppTrackingTransparency framework. Apple’s policy will prohibit certain data collection and sharing unless people opt into tracking on iOS 14 devices via the prompt. As more people opt out of tracking on iOS 14 devices, ads personalization and performance reporting will be limited for both app and web conversion events."
Here's how to communicate the iOS updated to your clients:
- BE PROACTIVE. Naturally, when clients hear about the ios changes, they're likely going to panic. Why? Because there's this huge sense of worry when it comes to this update coming down the pipes! As advertisers, we know that things will always be changing, it's just how quickly we learn the changes and implement updated strategies to ensure performance continues. The best thing you can do for your clients is to send them an update, telling them what's going on and what they need to know. Be proactive and do this asap. Not sure what to say? We have email templates you can use here.
- KNOW THE FACTS. If you're the expert, be the expert. Do your research, learn the facts and stay in the know of what's going on when it comes to IOS updates. This will likely alter how you're tracking your advertising on Facebook, so ensure you know what's up. Some great spots to learn are from Facebook itself, join FB support groups like Ad Hacks, and read advertising blogs more frequently to stay up to speed.
- KEEP CLIENTS UPDATED. As things progress with the IOS updates, you need to keep your clients updated. Maybe schedule a weekly email to go out to your client list (bcc) with high-level updates on what they should know. Please, for your client's sake, don't over-communicate with things they don't need to know. You'll show you're the authority and that they can trust you with their business during this time.
For ease, pick up a free copy of our client email templates for iOS here. You can literally copy/paste to your clients proactively and when they have questions.
If we haven't met yet, well, hello! We're so glad you've stopped by. We're DOT & Co., Client Account Managers for Digital Marketing Agencies. We're based in beautiful Halifax, Nova Scotia and have a team around the world.
Curious if we could help? Email us to start the conversation.
Slack, and everything you need to know for your agency.
I swear I can hear that slack notification sound in my sleep. Slack helps run our businesses much smoother in 2021, and for a great reason. Slack is seriously a game-changer, specifically for agencies, but there are some dos and don'ts to the platform that you should have in mind when using it for your agency.
We work in Slack all day, every day, so we know a thing or two about it. Not only do we use it internally at DOT & Co., all of our agency clients use it, too. Back and forth between slack channels, Asana, Gmail, zoom, all day long. Do you feel us?
In this episode, you'll learn: Our Best Tips For Running Your Agency On Slack
- Notifications for Optimal Productivity?
- I Feel Things Get Missed In Slack— Is It Me?
- Should I Have My Clients In Slack?
Overall, Slack is an amazing tool for your agency. I'd argue it's required in 2021.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. Swipe File: Email Templates: Ready to use client-facing email templates, get it 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.
We all know hiring can be exciting, but also a huge challenge for many agencies. What can be even harder is coming up with your master plan ahead of time on how to vet the “right fit” candidate and take that next successful step towards scaling. Because we’re all in the business of building superstar teams, right!?
Carly from the DOT & Co. team is here to get you started on building out the perfect hiring process. Carly is the leader of our hiring and marketing at DOT & Co. and she’s someone you should definitely learn from. In this episode, we dive into an inside look at our best practices when hiring superstar teams. Because we get it-- In lean agencies and entrepreneurial “go-getter” environments, you need people with resiliency, openness, self-awareness, comfortability with ambiguity, and a killer attitude; but how do you find them?
1.Initial Stages: Applications, Resumes & Everything in Between
LinkedIn is a great primary tool when trying to source candidates from within close contacts of your network - this also is the #1 platform used in recruiting and often allows you to gather more than just a resume when posting jobs. And as much as you may not want to hear it, it’s critical to dedicate TIME to finding the right person. This means sifting through application materials, consulting teammates for their thoughts on who the best fit would be, and setting out your criteria for who will move onto next steps in the hiring process.
2. The Qualification Stage: Tips and Tricks
STEP 1) It all starts with the first email communications: are they responding well to your vibe and tone? Are the responses timely and well-written? In agency life, communication skills are paramount, and you can garner a ton about someone from those first back-and-fourths before even glancing at the other stuff.
STEP 2) The Classic: Check out their socials and ensure they are the REAL DEAL. In the world of digital marketing, EVERYTHING we do is online— so make sure your candidates are projecting their digital voice in a way that attracts you to learn more about them.
... and the list goes on. If you want to dive fully into what our team uses when hiring superstar CAMs and beyond, head on over to www.dotandcompany.co/hiringand grab our hiring checklist/process/and everything you need as an agency owner to vet the perfect fit candidates.
[HELPFUL LINKS]
Hiring Checklist: Grab our hiring best practices 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.
Welcome to: The Daily Pulse ⚡ Something we've coined over here at DOT & Co.
Do you ever feel like you should update a client, but you feel like you don't have anything to update them on?
Don't worry, we've been there too.
If you're a digital marketing agency, your clients are likely paying you the big bucks for your expertise, so they deserve regular updates and face time. That's why we started The Daily Pulse.
We're going to share exactly how we update clients on the daily. It transformed our client communications, and we think it'll transform yours too.
The Daily Pulse: What It Is + Why You Need It
It's time you start everyday off on the right foot with your clients by implementing a quick daily pulse-check. Sometimes these are in the form of metrics, strategy, or project updates— and other times we simply are checking in on our client's day-to-day with their families, hobbies, or dogs (shocker!).
As always, we do this every morning to set the tone with our clients that we are hustling for them all day everyday.
Take our tricks are use this method next time you onboard a new client. Something as easy as:
Hi Betty,
Popping in to say hello and to let you know that we haven't forgotten about you!
Your project is a priority of ours, and we want to ensure we're keeping you in the loop amongst our other projects in the hopper. I'll be touching base in the next couple of days— until then, I'm here if you have any questions & you can also reach me on Skype. My username is xyz. Chat soon!
Taylor
This tiny add-on could really transform your client relationships. Show them that they are loved + always top of mind by connecting with them regularly. You'll thank us later!
So is daily client communication overkill?? We think not. And we're making it easy for you to jump on the bandwagon.
→ Come and grab our full stack of Daily Pulse email templates and get on our level. Head over to https://www.dotandcompany.co/email to download and integrate into your PM software.
Bing, bang, boom! ⚡
[HELPFUL LINKS]
Daily Pulse Set-Up: Grab our email templates 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.
Running an agency is SO rewarding, but challenging at the same time, and it can be damn frustrating as you grow -- right?! For most agency owners, the goal of stepping into the CEO role is top of mind but can feel impossible at times.
When it comes to team structure, how can you set your agency up to ‘lose control’ and trust your team, while you step into the driver’s seat?
Meet Karen Sahetya, CEO of Brand Central Marketing
Karen is the CEO of Brand Central Marketing— a group of world-class Facebook marketers who specialize in generating leads for local businesses, course creators, and coaches. We wanted to know everything that Karen has put in place in her agency, and we treated this episode as our personal mentorship session so we could also learn best practices to set up our team for success. She comes with some pretty incredible stories and anecdotes to share from her not-so linear leap into the word of digital marketing and we couldn't help but dive in with questions.
Jumping from the big corporate life into the wild world of agencies, Karen's learned a thing or two about delegating, moving out of the entrepreneurial hamster wheel, and letting go of control in her agency as she started scaling. And although it's great to harvest your entrepreneurial spirit and grow your business, we can't all be working 16-hour days in the long term. Been there, done that 👋— it's more about finding a work-life balance for yourself that keeps allowing you to be creative and reflect on how far you've come. For Karen, this meant becoming intentional with her hires, killing it with her client selection, and learning that it's okay for your niche to evolve. What does she think other agency owners should know?
Spoiler Alert: Hire for your weaknesses. Outsource. Do what you can to get yourself away from the day-to-day operations.
If hiring is something you struggle with, take our advice and drop by www.dotandcompany.co/hiring where we just launched a Hiring Cheat Sheet to help you find your next dream Client Account Manager!
Tune into this episode to hear Karen spill more on how to release control as your agency grows, and learn how to adopt her best practices.
[HELPFUL LINKS]
Hiring Cheat Sheet: Grab our sample CAM task lists 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.
You are so busy getting your client's results that you forget to ask for testimonials and referrals. Are we right?? In this episode, we're going to walk you through some of our best examples on how to ask for testimonials and referrals without feeling awk-o-taco. Shocking: It starts in the sales process. Simply ask your client if they'd be happy to give you a testimonial if you get them the results they're looking for. From there, you've set that expectation from the beginning and they'll see the ask coming!
Step 1: Are Your Clients Happy?
Happiness Surveys — What to include:
- When onboarding - Set expectations from the beginning on referrals.
- At the 2-3 week mark - Start to check in, “Hey Debra, just wanted to send a quick check-in. Is there anything we could improve? How are the results so far? Are you feeling happy? Are you feeling supported?”
- 6-week Happiness Survey - You can build out something easy to fill out—a quick questionnaire for your clients. Our favorite tools are:
Video Ask
Typeform * Further along - Asking for testimonials/case studies
Step 2: Make the Referrals Rain
When you acquire a customer, and they love you, it's your job to get referrals for your agency. If you're doing a great job, your clients should have no problem spreading the word. Bonus! If you assign this to your client account manager, you don't have to worry about remembering to ask for referrals!
Now that you've asked them if they're happy (see Step 1 above) and they've given you a testimonial—you're in. Simply ask and/or offer something for a referral.
Option A: Discount for Referral
Option B: If a discount is not in the cards for you, just ask for a referral!
If you focus first on making your clients happy, then asking for referrals— your business will naturally grow without having to stress about where your next client will come from. Sounds pretty great, eh?
[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!
Retiring from your business may or may not be top of mind, but maybe it should be!
Learn the tried and true of retiring from your business that you grew from the ground up. Hint: delegation is key, and there are some best practices you 100% need to know.
Listen in from an entrepreneur, and Taylor's mom, to learn the juicy stuff behind retirement 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.
When a new client comes on board, we all know how important it is to 'wow' them, but oftentimes you're already onto the next client to close. You're a busy agency owner, and maybe you're still the one who's onboarding your new clients into your agency.
We're big fans of having systems in place to ensure your clients are taken care of and they feel like they're your only client, and this fool-proof system will ensure you take your client's happiness seriously.
Onboarding System
Firstly, you must have an onboarding system (grab ours here if you don't have one). Inside of that system, simply have a section for 'Happy Clients'. In here, add some to do's for yourself or someone on your team, with due dates, to ensure you don't forget about your lovely clients!
Welcome Cards + Gifts— to send or not to send?
Start here: When you have a new client sign on the dotted line, pull out your pen and a card and write them a loving message. Here's an example:
Hey Betty! We're so thrilled to welcome you to the Agency XYZ family. Thank you for trusting us to help grow Betty's Soaps! Let's make 2021 the best year yet. Cheers to your success! -Tom
Don't have cards? Grab some now on Amazon— a simple card will do the trick. If you do business with people outside of your country, ensure you're stocked with international stamps so you can easily get it in the mailbox the same day.
Another option, if within your budget, is to send your new client a welcome basket! Here are a few options we've sent to clients:
Canada:
- Baskits
- Plant Collective
USA:
- Lula's Garden
- Milk Bar Store
Message: Betty, we're so excited to be working with you. Cheers to your success! Tom and the team.
On-going Gifts— are they necessary?
Uhhhh YES! Who doesn't love to receive a gift? Something small, like a $10 coffee card goes so far— trust us. When you've been working with your clients for 2 weeks, hit them with a Starbucks Card. It's super easy and lets your client know you're thinking of them and value their business. This will take 5 minutes— what are you waiting for!?
- Go to starbucks.com (ensure you're on the correct website depending on your clients' home country).
- Choose a pretty digital e-gift card.
- Write them a message like Betty, we wish we could take you for a proper coffee date in real life, but this will have to do for now! Enjoy a treat on us. -Tom and the team.
- Send to their email!
Listen in to this week's episode to hear the full details of client gifting,
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
www.dotandcompany.co
[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, what's the difference between a project manager and a client account manager?
It can be confusing at times, and especially when you're trying to figure out WHO you should hire in your agency.
In the episode, we unpack the main differences between a project manager and a client account manager and help you figure out who you need in your agency.
Let's get into it.
Cheers, to happy 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.
Wait, what is an SOP? Do I need one? You’ve heard before that you ‘must have a standard operating procedure in your agency’. But what do you actually need to ensure you’ve prepared it properly?
- How often should you update an SOP?
- What should be included in an SOP?
- Where do you start?
In this episode, Emma from the DOT & Co. team will teach you exactly what you need in your SOP docs and why. Emma is the leader of our training side at DOT & Co. and she’s someone you should definitely learn from.
Ready to learn what an SOP is and why your agency needs it? Listen in.
[HELPFUL LINKS]
SOP Template: get on the waitlist here
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.
Productivity Tips From A Time Management Expert
For a lot of us agency owners, work from home life is nothing new. But how can you make the most out of your day, while maximizing productivity and maybe having time for a lunchtime coffee date, or to stop working at 5 pm?
In this episode, we don't want you to just learn how we have become productivity machines, but we want to leave you with the exact steps you can implement into your day today.
Ready for the most productive day ever? Listen in.
[LINKS]
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.
Do you set goals for the new year? We sure do!
Listen in to our newest episode, and first of many in 2021! We'll talk about all of our own goals.
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Training
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Hiring
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Customer Service
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Products
Lots of fun stuff in this episode!
Want to watch rather than listen? See this episode on YouTube here.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
Swipe File: Email Templates: Ready to use client-facing email templates, get it 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 Onboard Your Clients In Your Agency In 2021
We see you. You’re mapping out sales funnels and whipping up copy for Facebook Ads like it’s your job (wait—it is your job!) But between creating campaigns and measuring analytics, it can sometimes feel impossible to stay on top of all of your client communication. You know the client experience is essential to repeat clients, but hell if you know how to nurture those long-term relationships. That’s where we step in.
In this episode, we're going to give you the EXACT formula we use to onboard clients, from small agencies to large. You don't want to miss this. Let's get started!
[LINK]
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.
A big part of building this relationship with clients is in meetings— whether it's the kick-off call, a bi-weekly catch-up meeting, or a monthly strategy call. The biggest part of our role is to be the friendly face of the agency and be a cheerleader to the client. At the end of the day, clients want to feel heard, and they want to feel that they're your only client. If you, the agency owner, are still in that client-facing role, cool! Or if someone on your team is the person facilitating these meetings, even better.
In this episode, we're going to drop some of our key tips to leading an excellent client-facing meeting.
- Opening up the meeting, small talk
- Taking control
- Agenda
- Wrap-up
- Follow-up
Important Links:
Checklist: www.dotandcompany.co/checklist
From Popsicle King to Media Buyer Extraordinaire | An Inside View of Agency Life with Paul Cassimus
Inside a digital marketing agency, there are many roles other than client account managers. A key player is a media buyer, and it's no small feat. In this episode of The Happy Clients Podcast, we interview Paul Cassimus, media buyer extraordinaire, on how he went from teacher to popsicle business owner, to now marketing expert.
You’re drowning in emails, overwhelmed with client correspondence and project timelines. You’re worried your clients feel forgotten, but you can’t get out of the day-to-day long enough to give them the attention they deserve.
The thought of someone else taking over the client relationship that YOU have build can be stressful. But in the episode, we're going to show you why and how giving up some control can be hella-amazing for your agency, and create room to scale, and maybe take a vacation or two.
In this episode, you'll learn what life looks like with a client account manager.
From landscaping to health and wellness, and of course, digital marketing agencies, we all deal with clients. Mike Fairweather and Jamie McMaster, our guests and life-partners, spill their secrets to managing clients in their respective industries. From (literally) chasing clients, to tips and tricks to manage teams, you won’t want to miss this episode of the Happy Clients Podcast.
When it comes to project management tools, why do we recommend Asana?
No, this is not a sponsored post, we just love Asana! Here are our favourite things about Asana and why using the platform for your digital marketing agency may be the right (or wrong) choice for you.
Grab our free checklist here: www.dotandcompany.co/checklist
We’ve worked with a number of agencies who’ve scaled SUPER quickly, and it’s been awesome to see. Of course, there are good things and bad things with scaling really fast, but we like the high energy of this challenge. This episode’s chat with today’s guest, Natalya will really show you behind the curtain. She’s a client account manager on our team at DOT & Co. and just 9-10 months ago, digital marketing was new to her, but something she always wanted to learn more about. She joined the CAM Academy, our signature client account manager training, and she’s blossomed into a killer CAM. She’s been working inside hyper-niched, scaling agencies, and she knows a thing or two about what goes on behind the scenes.
Who’s the next best hire? Do I hire a full-time employee or a contractor? How do I train them? There are so many paths you could take, so we’re answering your questions to help steer you in the right direction.
We get it: 2020 has been a turbulent start to the new decade. We feel it, too. And that turbulence may have you questioning if now is the right time to set goals, hire and scale.
Pandemics or not, we know a thing or two about hiring and scaling because, as client account managers, we play a leading role in assembling digital marketing agency teams every day. And we’ve seen it all, from small agencies just starting out to large agencies ready to expand. And all of them have the same issues when it comes to hiring.
Thinking of hiring a virtual assistant for your digital marketing agency? Listen to this first.
Within the digital world, many people immediately think a virtual assistant should be their first hire, with the intention of getting the agency owner out of the ‘day to day’ of the business. A virtual assistant, or VA, can be immensely valuable, however, it may not be what you require right now to help you scale your agency to the next level. HINT: You may want to consider a Client Account Manager instead of a VA.
We're seeing things changing fast in 2020. And with businesses moving online, the need for digital marketing agencies in this decade is growing exponentially. So, if you’re a digital marketing advertiser, be prepared to scale and scale fast. Today, we're filling you in on everything you should know when growing your team and hiring someone to take care of your clients.
Whether your agency is moving to a remote business model or your team is already remote, you know there are a lot of pros to working remotely. But there are also challenges with remote work, like finding top talent to manage your clients from afar—professionally and efficiently.
If you’re looking to hire someone to manage your client relationships, you're in the right spot. Here are The FIVE Qualities That Make a Great Client Account Manager.
Managing clients in the digital marketing agency can be wild and confusing. There are highs and lows, and this is literally what we do every day, all day. So in this episode, tell you everything we know about the role of a Client Account Manager or cam as we call it and how we see this role working in all types of agencies.
From e-commerce to scalable lead generation businesses, to creative services — if you want to learn what a CAM would, or should, look like in your agency, you're in the right spot.
We’re answering all of your burning questions about client management, and our role as Client Account Managers. Let’s dig in.
Welcome to the Happy Clients Podcast, brought to you by DOT & 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 this podcast, not only will Taylor and Katie show you and your team how to nurture lasting relationships with your clientele, they'll show you how to free up your time to do what you want and need in your business.
On the Happy Clients 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.