94. Handing-Off Long-term Client Relations To An Account Manager... How To Do It?

Handing-Off Long-term Client Relations To An Account Manager... How To Do It?

The most asked question from an agency that's looking for support with account management: how many accounts can an Account Manager handle. Second most asked question? How do I hand over my long-term clients to an Account Manager?

In this episode, we run through how we coach our agency clients, and our client account managers, on transitioning your clients over! We want to ensure this is a client-centric approach, while also prioritizing removing you (the agency owner) from the day-to-day.

If you've been held up on this question yourself, don't miss today's episode!

[HELPFUL LINKS]

Onboarding Checklist: 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!