The Happy Clients Podcast (DOT & Company)

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: 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!

Crafting Your Perfect Exit Strategy - Insights from Jonathan Baker on the Happy Clients Podcast

Hey there, fellow agency owners! I’m thrilled to share some golden nuggets from a recent episode of the Happy Clients Podcast, featuring Jonathan Baker, co-founder of Punctuation and a seasoned advisor to small and mid-sized marketing services firms. Jonathan’s journey from a marketing strategy consultant to founding a successful craft brewery, and now advising agencies, is nothing short of inspiring.

This episode is a must-listen for agency owners at any stage, whether you’re just starting out or contemplating your next big move. Jonathan’s expertise offers a roadmap to not just growing your agency, but doing so in a way that aligns with your personal goals and values.

Stay inspired, and remember—your agency, your rules! 🤝

[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!

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: 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!

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:

1. How does a local agency vs. a remote agency work? We know you see your customers in REAL life so this could have challenges.
2. How does staying humble help to relate to your customers and build trust
3. What are some lessons you've learned that you'd want another agency owner to know?
4. 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: 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 spilling our secret sauce for hiring premium Client Account Managers!

Yep, we're sharing ALL the details of our hiring process from where we look for talent through to every single step that candidates take before being hired by us.

We don't want to toot our own horn, but with over 600 applicants every month, we know a thing or two about finding the best talent!

WARNING: It's not a short process but it's how we ensure we find unicorns for our agencies 🦄

If you've decided to hire an Account Manager and don't know where to start, we recommend you listen to this episode.

[HELPFUL LINKS]

Onboarding Checklist: Grab our onboarding checklist here. 

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.

Cheers, to happy clients!

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:

1. How to adapt to the ever-changing (reporting) landscape: Don't think that you can pull reporting the same way every single time.
2. All of the fun KPIs that are on the back end of Facebook Business Manager, and how to translate these for your agency clients.
3. 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 👀

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! 🥂

Are you ready for Part 2 of our training series with operations expert, Alyson?

In this week's podcast, you’ll learn not only what to consider before hiring an Account Manager, but what things you should have in place before you do so.

If you hire a new Account Manager, you want to set them up for success 💪

We're digging into the best ways to do this and sharing takeaways you can start doing RIGHT NOW!

The truth is, removing you from the day-to-day of the business can feel uncomfortable. But it’s also liberating, freeing you up to scale the business (or, you know, sit on a white-sand beach sipping bottomless Pina Coladas 🍹).

[HELPFUL LINKS]

Onboarding Checklist: Grab our onboarding checklist here. 

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.

Cheers, to happy clients!

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!

Have you been a guest on a podcast?

Do you feel uncomfortable with the word 'publicity'?

Listen to this week's podcast to hear why you shouldn't think of publicity as a dirty word and instead see it as an opportunity to grow your agency.

We chat with Christina Lenkowski from Publicity by Christina, about why podcasts are a great platform to leverage publicity.

Being a guest on a podcast is an authentic form of marketing — as Agency Owners can build trust and connect with the audience, which typically brings in more qualified leads who are ready to engage and invest.

[HELPFUL LINKS]

Onboarding Checklist: Grab our onboarding checklist here. 

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.

Cheers, to happy clients!

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: 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 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:

1. Background: How Anthony learned to best leverage LinkedIn and set himself apart as a specialist.
   
2. The wonderful world of B2B clients and why LinkedIn has been a game changer versus traditional Facebook ads.
   
3. 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.
   
4. 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.

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:

1. What does account management look like at DOT & Company?
   
2. Why do we truly love managing clients?
   
3. 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.

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: 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!

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: Grab our 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 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!

Welcome back to The Happy Clients Podcast! Today, we are thrilled to have Mandi Ellefson, founder of Hands-Off CEO, join us. Mandi’s journey to creating a hands-off business model began from a personal crisis—attempting to take maternity leave only to find her previous business couldn't function without her. Her experience led her to develop a framework for agency owners to step back from day-to-day operations and create a more sustainable, autonomous business. 👌🏻

Mandi’s framework emphasizes the importance of standardizing offers and processes to ensure scalability and profitability. By strategically exiting from these roles, agency owners can not only maintain but enhance the quality of their services, fostering sustainable growth and increased profitability.

Tune in to learn more about Mandi’s practical tips and insights to transform your agency into a hands-off business that thrives without 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!

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!

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!

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!

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: Grab our onboarding checklist here. 

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.

Cheers, to happy clients!

How To 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.

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:

1. How Culture Shock Marketing creates brand-centric create for their health-focused clientele
2. How to build long-term relationships with your agency clients
3. 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: 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.

1. Opening up the meeting, small talk
   
2. Taking control
   
3. Agenda
   
4. Wrap-up
   
5. Follow-up
   

Important Links: 

Checklist: www.dotandcompany.co/checklist

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: 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!

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!

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

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.

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:

1. Personality
2. Confidence
3. Speed of communication
4. Quality of communication & attention to detail

We also dive into what the red flags are 🚩i.e., when it’s time to hire someone else.

[HELPFUL LINKS]

Onboarding Checklist: Grab our onboarding checklist here. 

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.

Cheers, to happy clients!

In this episode, we’re doing things a little differently and sharing an inside look at one of our internal DOT team webinars. That's right, you're peeking behind our curtain!

We’re talking all about becoming irreplaceable as a client account manager.

Or how we like to phrase it: we are what Kelly Rowland is to Beyonce, and our digital marketing agencies are Destiny’s Child 🎤

Having knowledge and expertise in digital marketing is one thing, but how do you become the go-to person in the agency and build long-term trust?

We’re dishing out all our top tips and best practices for how to build trust and win the confidence of those around you (agency owners AND clients).

[HELPFUL LINKS]

Onboarding Checklist: Grab our onboarding checklist here. 

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.

Cheers, to happy clients!

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:

1. What's does our Onboarding Process for YouTube Ads look like?
   
2. Creative Assets: What does a YouTube Ad (video) involve from a creative standpoint? Assets required?
   
3. 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.

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:

1. Greater productivity and efficiency.
2. Less stress.
3. 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: 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!

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: 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!

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: 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!

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:

1. How do I set the stage for email communication with my team?
   
2. What tools are there available to enhance emails and perfect tone?
   
3. 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.

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: 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!

On this week's episode of The Happy Clients Podcast, we had the pleasure of chatting with Pete Everitt, founder of the UK-based agency, So Digital and the proactive white-label SEO service, SEO Hive.

Pete’s journey is a testament to leveraging your strengths. Initially a problem-solving developer, he transitioned into management and eventually launched So Digital in 2016, followed by SEO Hive in 2020. His story is a beacon of inspiration for anyone aiming to break out on their 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!

Navigating Tricky Clients: Tales from the Agency Trenches

Navigating tricky client relationships doesn’t have to feel like walking a tightrope—it’s all about striking the right balance between empathy, clear communication, and firm boundaries. The secret sauce? Managing expectations from the get-go. Whether it’s setting deadlines, deliverables, or keeping everyone aligned with meeting schedules, clarity upfront sets the stage for smooth sailing later on. 💪🏻

Here’s the deal: misalignment and tough conversations usually happen when assumptions are made, so transparency is your best friend. Keep the lines of communication wide open, and be proactive about sharing updates so nothing catches anyone off guard. When conflict does bubble up, take a beat to understand where the client’s frustrations are really coming from. More often than not, tricky behavior is a reaction to feeling unheard or unsure—and a little empathy goes a long way in turning things around. 🤯

Next up, hold the reins in meetings by setting clear agendas and allowing space for the client’s concerns, while still keeping the conversation on track. It’s a delicate dance, but keeping things structured helps you stay in control without letting the discussion go off the rails. And don’t forget: accountability is everything. Owning any hiccups and pivoting toward solutions builds trust—even in those hard-to-navigate moments. 🤩

But here’s the kicker: no matter how airtight your processes are, there will always be a tricky client who pushes the limits. That’s when your boundaries, your processes, and your confidence kick in. Trust the systems you’ve put in place, be firm yet gracious, and know when it’s time to loop in higher-ups. When you show up grounded and prepared, you can handle just about anything they throw your way. 🌟

Both Kayla and Kristen agree: communication, accountability, and boundaries are key to preventing chaos in client relationships. But let's be real—no matter how solid your processes are, there will always be a tricky client or two. Have your own tips for handling tough client situations? We’d love to hear them! 🤗

[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!

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: 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 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: 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!

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!

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!

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!

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!

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: 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 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!

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:

1. 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.
   
2. 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.
   
3. 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.

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.

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]

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.

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!

Welcome to a new episode of The Happy Clients Podcast! In this episode, we chat with Laurie from Everflow to chat all things partner marketing, tracking, and attribution platforms.

Laurie sheds light on how Everflow helps clients manage their partner programs and agency partnerships to achieve optimal results. The conversation dives into the importance of tracking, client retention, the challenges agencies face, and the benefits of using Everflow.

Tune in to learn more about how Everflow's tools can help agencies effectively manage campaigns and deliver value to their 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!

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!

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:

1. where are we going to be sending reports? How often?
   
2. Who is responsible for each piece of the reporting puzzle?
   
3. 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.

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!

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!

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.

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: 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!

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:

<<video here>>

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.

If you're looking for a solid dose of agency wisdom, you won't want to miss this episode of The Happy Clients Podcast. We had the pleasure of hosting Jody Sutter, an expert in business development for creative agencies, who shared her wealth of knowledge on overcoming sales bottlenecks and optimizing current sales processes.

Jody's journey from working on the front lines of small agencies to managing large global pitches has given her a unique perspective on what it takes to build and sustain a successful sales strategy. Now, with her business, The Sutter Company, she focuses on helping small agency owners (think teams of 5 to 55) who often can't afford a dedicated sales team yet still need a robust business development strategy.

[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: 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!

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 →

1. Onlinedrea
2. The Social Savvy Podcast
3. LinkedIn - pssst, there's a ton of freebie content 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 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/hiring and 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.

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. 

1. Training
2. Hiring
3. Customer Service
4. 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.

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!

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!

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.

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!

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:

1. Communication with your clients ahead of time (I'm going to be OOO!)
   
2. Setting up backup communication with another team member for urgent needs
   
3. 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!

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:

1. Sharpen up your client onboarding system. 
2. Who's responsible for what? 
3. 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: 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!

In this episode, we're identifying who YOU need inside your agency—an Account Manager or Project Manager.

Simply put, an Account Manager is responsible for keeping the client happy. How do they do that?

→ By being super proactive with communication and project updates.

→ Providing strong hand-holding for the entire process.

→ Keeping the team aware of project stages and where the client is at.

... all while ensuring everything is operating smoothly from both sides.

You're right— there's a lot of overlap between Account Managers and Project Managers.

[HELPFUL LINKS]

Onboarding Checklist: Grab our onboarding checklist here. 

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.

Cheers, to happy clients!

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.

Hey, hey, friends! Grab your favourite cup of coffee and get cozy, because today's episode of The Happy Clients Podcast is an absolute treat. Taylor welcomes Greg Hickman, a seasoned agency pro who's been shaking things up since 2014.

They dive into the nitty-gritty of how the agency world has evolved over the years and why the traditional full-service agency model is becoming less relevant. Greg explains his 🔥hot take🔥 on how productizing your services doesn't kill creativity; it actually requires you to be more creative in delivering consistent, high-quality results.

[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!

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:

1. A growth mindset: Seems obvious, but you need a willingness to invest time in reflecting on your mindset and appetite for growth.
   
2. A positive attitude with gratitude: It's so important to be upbeat and constantly reflecting on what you are grateful for.
   
3. 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: Grab our 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!

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 🦸‍♀️

1. 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. 
2. There are lots of meetings internally with the agency.  
3. We create processes galore— we need to be tech-savvy and process-oriented in order to be suuuuuper efficient in our role.  
4. There sometimes is a bit of hand-holding and pushing things to completion internally.  
5. 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!

Embracing the Future of Agencies: A Chat with Jonathan Leafe

Recently, we chatted with Jonathan Leafe, a distinguished agency consultant and thought leader with oodles of industry experience.

As a digital pioneer, he's witnessed the rollercoaster ride of agency transformations.

Understanding Goals and Skillsets of Agency Owners (Not Rocket Science!):

Jonathan shared that knowing your goals and prowess is pivotal. Aiming for growth isn't always the rainbows and unicorns solution—it sometimes pays to stay small and nimble for happiness and triumph. Many agency founders lack the magical touch to grow from minuscule to massive businesses and often stumble in the metamorphosis. So, if your heart flutters with passion for your work, and you'd rather skip the business admin part, focus on being small but fabulous!

Account Management – The Secret Sauce to Scaling Your Agency:

Throughout the chat, Jonathan emphasized the vital role of account management in propelling agency growth. He urged agencies to invest in their account management team, to ensure clients are over-the-moon happy, satisfied, and loyal customers for eons to come. Plus, he cautioned against becoming a "yes" puppet, advising agencies to focus on providing client's true needs.

The League Table Approach:

This chic strategy, introduced by Jonathan, involves ranking clients like a league table. Clients are scored on profit contributions, growth potential, and overall delight, allowing account managers to pour their hearts and energy into clients who genuinely sparkle for your agency's success. This strategic approach fosters enduring growth and profit.

Jonathan's wisdom provides a crystal-clear perspective on the evolving agency landscape and how intentional decisions regarding agency size and concentration can lead to lucrative and satisfying results for agency owners. The crème de la crème takeaway? Understand your goals, prioritize, and embrace account management as the backbone of a thriving agency!

Check out his book, "I'm an Agency Owner. Get Me Out Of Here!" on Amazon and other fabulous booksellers.

[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.

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!

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

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. 

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:

1. What the two biggest liabilities are when trying to scale an agency from infancy
   
2. How investing in other agency's systems will help your agency grow and save you time/headaches in the long run
   
3. 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)
   
4. 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!

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:

1. The 4 A's of YouTube advertising and what you must master to ensure you're set up for success on YouTube
   
2. How Tom grew a team inside his agency, Viewability, and the learnings he had. Hint: hiring experts is Tom's best-kept secret
   
3. Who YouTube Ads works best for, and of course, who he wouldn't recommend spending their advertising dollars on YouTube
   
4. 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!

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 of SHED 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: Grab our 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 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:

1. It's OK to turn clients down
2. Develop your client avatar
3. 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: 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!

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!

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!

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: 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 on the podcast we chat with Molly who's the founder of Virtual Assistant Management!

She dreamed of having more freedom and flexibility in her career, so left her corporate job and became a Virtual Assistant (VA). That was 10 years ago, and now she's running her own Virtual Assistant Management agency, placing the perfect fit certified professional VAs into agencies and businesses.

Molly also runs training programs to teach competency in the Virtual Assistant space, ensuring her VAs are confident and ready to be placed into businesses.

[HELPFUL LINKS]

Onboarding Checklist: Grab our onboarding checklist here. 

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.

Cheers, to happy clients!

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.

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.

🎙️ The Happy Clients Podcast is back with a bang! In this episode, Taylor welcomes back Joe, the mastermind behind Smart Pricing Table, to tackle a pain point every agency owner knows too well—proposal anxiety. If you’re juggling client demands, tight deadlines, and the quest for clarity in your sales process, this one’s for you.

Joe breaks down why being the first to respond can seal the deal, how vague proposals lead to scope creep nightmares and the psychology behind upselling. This episode is packed with gems to help you streamline your sales process.

[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 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!

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!