From Good to Great: Elevating Your Account Management Game

How to Go from Good to Great in Account Management: A Gold Standard Approach

📣 Cue the confetti! This week on The Happy Clients Podcast, we’re diving into what it takes to level up your account management game and become an indispensable part of your agency team. Joining us is Jillian, a senior department manager at DOT & Company, whose four-plus years of account management experience have helped shape what DOT calls the Gold Standard for client care.

In this episode, Jillian reveals the not-so-secret sauce to being a stellar account manager: it’s all about consistency and reliability. These two qualities, she explains, are the foundation of client trust and long-term success. From the importance of quick responses (no fluff, just action!) to staying persistent when clients go radio silent, Jillian shares how to be the steady, go-to person that clients and teams can always count on.

She also dives into the balance between soft and hard skills. Spoiler alert: the best account managers aren’t necessarily SEO pros or ad platform wizards—they’re the ones with calm, solution-focused energy who know how to figure it out. Jillian calls this "DOT vibes"—a mix of confidence, adaptability, and the ability to keep things moving, even when the going gets tough.

[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!