The Happy Clients Podcast

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!

Meet the man with over 650,000 YouTube views, 180 podcast episodes, and 100 five-star Apple ratings: Mark Savant. He’s the host of The After Hours Entrepreneur podcast and he’s our guest on this episode of The Happy Clients Podcast. If you’ve ever daydreamt about starting a podcast for your business, you’re in good company. We talk with Mark about what it’s like starting a podcast (spoiler alert: we all start with no podcasting experience!) and the mistake most newbie podcasters make. Plus, Mark shares his number one tip for agency owners who want to start a podcast (hint: don’t do what the TikTokers do!) [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!

Don’t Know How Much Time You Need From an Account Manager? We’ll Show You. So, you’re *finally* ready to hire an account manager for your agency, but you have no idea how much time you’ll need from them—20 hours a month? 20 hours a week? Who knows. (Just kidding, we do!) On this episode of The Happy Clients Podcast, we’re showing you how to calculate how much time you need from an account manager—because there’s no sense hiring an account manager part-time if you need one full-time (or vice versa). You’ll learn the four things you need to factor into your account manager calculations—the same things we ask prospective clients when they hire us to manage their accounts for them. So, press play, hire with confidence, and free yourself from account management already. [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!

If Your Team Needs Help With Written Communication, Listen To This Written communication is a basic (but very important) aspect of being a strong client manager. But, often it's hard to teach someone, especially if they come to your agency with old habits! You know that saying, you can't teach an old dog new tricks? We'll you can, and you're about to learn how. We were asked by SO many agency owners how we train our team on written communication that we dedicated one of our monthly internal training sessions to this topic. We met as a team and talked about our best practices when it comes to written communication—whether that's email, Slack, Asana, ClickUp, or anything else that we are touching as a Client Account Manager. In this episode, you will hear the exact training session that we did internally here at DOT & Company, and you will also hear from a couple of our Client Account Manager's struggles as they are working inside of agencies. We even had a question from one of our training sessions "how do I know if I'm being too positive in my written communications to clients?". Whether you are an agency owner or you are training your team to communicate with your clients, share this episode to improve your team's written communications. [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!

While you're growing, scaling and seeing success as an entrepreneur, it's important to stay true to your values. With this topic in mind, we couldn't think of anymore better than Kevin Oldham from Diffactory. In today's episode, you'll learn: How does a local agency vs. a remote agency work? We know you see your customers in REAL life so this could have challenges. How does staying humble help to relate to your customers and build trust What are some lessons you've learned that you'd want another agency owner to know? What's something that you do inside your agency that makes you stand out amongst your competition? We know you'll love Kevin's honesty and energy 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!

Have you ever thought about starting a podcast? You've probably just raised your hand (it's for a good reason)! Podcasts are SO fun, but they can also help grow your authority in your space. We invited the amazing John Corcoran from Rise 25 onto our podcast to learn about his process of helping businesses start their own podcast. Before starting YOUR podcast, you need to understand some key things before beginning, and you'll understand these after listening to this podcast! Listen to this week's episode here. [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 Erik Huberman, the Founder and CEO of Hawke Media, and author of The Hawke Method: The Three Principles of Marketing that Made Over 3,000 Brands Soar. After growing a MASSIVE agency, Hawke Media, and helping over 3,000 brands find success through his holistic approach, Erik has distilled the art of marketing into three core elements: awareness, nurturing, and trust. Without all three, the system fails. In this episode, we learn how Erik start his agency, grew a team and the challenges that come with that. We learn what it's like to become an author and the principles you can learn from his book. If you're a marketer or agency owner, you'll love Erik's take on agency life. [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!