55. The Systems We Ensure Every Agency Has

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.