The Happy Clients Podcast

In this episode of The Happy Clients Podcast, Katie interviews Taylor on the growth of DOT & Company since day one. We meet with agency owners 👏🏾every 👏🏽single 👏🏻day but we figured, why not share our story of how we've grown DOT & Company to where we are today? In this episode, you will learn everything about DOT & Company, what we do, and how we started. [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 benefits of good time management are endless— but you already know what they are: Greater productivity and efficiency. Less stress. Happier clients. But how do you train your team to be the most efficient with their time (that you're paying for)? We're the QUEENS of time management, especially as fractional account managers. We work inside multiple agencies at once, so we need to ensure our schedules are nailed down, our to-do lists are hyper-organized, and we're being the most efficient account manager we can be. In this episode, you'll learn our best tips for time management in an account manager role. Forward this to your team for even better 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!

There's one thing we know for sure— agency owners love to be in control. Sound familiar? When we meet with agency owners, this is the biggest thing they say: "I need someone to take over my client communications, but I feel like I can't give that up" 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). Here's what you need:  willingness to loosen that white-knuckle grip on control and hand over the reins to experts in account management (hey 👋) In this episode, we'll fill you in on how we coach agency owners to loosen up the control and finally have some space to think. We'll see you in this weeks' 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!

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!

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!

In a remote world, agency efficiency is necessary. In a perfect world, your clients would be fully supported, timelines are always met and your team is thriving. And the icing on the cake? It's all done in a fraction of the time. Too good to be true? Nope! DOT & Company is facilitating premium client account management at a fraction of the time. So how do we do it? DOT & Company thrives on efficiency and bringing in the right talent. We love a checklist, and process, in fact, the more tasks the better! But we always get asked, how we can do it in a fraction of the time? Having a fractional client account manager dedicated to building relationships with existing clients, onboarding new ones and maintaining processes for maximum productivity makes sense. Having that dedicated person repping for your agency is a no-brainer. What makes working with us so exciting is that your agency can have full-time support in a fraction of the time and DOT & Company has dedicated an entire business to make that possible. Humble brag, we know what we're doing! Listen for our tips on how we prove efficiency within digital marketing agencies. [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 we need strategic partnerships in our agency, but where in the world do we start? Alex is the Founder and CEO of Partnerhub: The ONLY purpose-built hub for digital agencies and tech solutions to find one another, align and grow together. We invited him on The Happy Clients Podcast to chat about Partnerhub— a technology platform that helps agencies find strategic partnerships. It helps you identify opportunities with your competitors or complementary businesses and then connect seamlessly with them in order to collaborate, share resources or sell products. In this episode, we cover: What are some key things you need to ensure you have set up before engaging in partnerships? What should the goal of an agency be when thinking about partnerships? If you're an agency looking to level-up your strategic partnerships, we know you'll love this. [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 have an amazing opportunity to create a long-term relationship with your new account manager. So, how do you do this? What you really need to understand before bringing an account manager is what goals you have around this role. Eg. if you are currently the agency owner and you are drowning in all the client emails and client meetings, well then your situation looks different than an agency that has five account managers and they simply need more help. Are you in less meetings? Are you not having to check your email all the time? Are your clients happier? Are your clients staying longer? You are bringing in an account manager who has experience in marketing and really wants to make a difference in your agency—so if you can put a roadmap in place inside your agency and leverage the skills & experience of your account manager, then you will really build such a long-term relationship with this account manager because you’re investing in them and they're investing in you and overall everything is going to run smoother. [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 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!

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!