10 Important Questions You Need to Ask Yourself Before Hiring Someone To Manage Your Clients

You're ready to scale up your agency and hire a team member to manage your clients. Congrats!

But, what do you need to make sure you're prepped with ahead of making this hire?

At DOT & Co., we’re Client Account Managers. We work part-time in multiple agencies at once as that client-facing person, who project manages and is the glue between the agency team, and the client.

Through our experience, we've learned that it takes TIME to implement someone into your team... even if they're highly trained by someone like us!

Here's what you MUST do: understand that you're hiring a human, and they need time to learn about your agency. Patience is going to be key here, and it's not the type of thing where you plug n' play someone into your agency and they know everything in the first week. It takes time.

So, we recommend you start here. Review our CAM Sample Task List to give you a sense of the role. Then, outline what's the most important for this person to learn within the first week, month and 3 months.

[HELPFUL LINKS]

Onboarding Checklist: 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!

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