

The Happy Clients Podcast
DOT & Company
Welcome to the Happy Clients Podcast, brought to you by DOT and Company. The world's best 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.
We’re DOT and Co.— digital marketers turned client managers. Once a digital marketing agency like yours, now we’re here to help you do what we did for ourselves: Create experiences that make your clients weak in the knees.
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.
We’re DOT and Co.— digital marketers turned client managers. Once a digital marketing agency like yours, now we’re here to help you do what we did for ourselves: Create experiences that make your clients weak in the knees.
Episodes
Mentioned books

Jun 13, 2022 • 15min
Here’s What Mark Savant Wants You To Know About Podcasting
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!

Jun 6, 2022 • 10min
Don’t Know How Much Time You Need From an Account Manager? We’ll Show You.
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!

May 30, 2022 • 17min
If Your Team Needs Help With Written Communication, Listen To This
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!

May 23, 2022 • 27min
How You Can Stay Humble While In Growth Mode | Kevin Oldham from Diffactory
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!

May 16, 2022 • 25min
Who Should Start A Podcast? Meet John Corcoran from Rise 25
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!

May 9, 2022 • 24min
A 300+ Employee Agency, The Hawke Method and Becoming an Author with Erik Huberman
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!

May 2, 2022 • 9min
Set Your Account Manager Up For Success With These 5 Tips
We've onboarded more clients than we can count, but what about team members?
Here at DOT & Co., we're always training up Account Managers. Whether that's for our own team or inside our coaching programs.
We've pulled ALL of our best tricks to onboarding a new Account Manager into your agency in this episode. You'll learn our 5 tips to ensure your Client Account Manager is set for success inside your agency.
[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!

Apr 25, 2022 • 26min
Ask Your Clients For Video Testimonials with Video Storytelling | Featuring Ian Garlic
Asking for testimonials can be ... cringy. But it doesn't have to be that way. We were looking for better ways to ask for testimonials so we've asked the pro to join us on the show to share his best tips!
Ian Garlic is a video storytelling pro. He's the founder of The Garlic Marketing Show, currently CEO of authenticWEB, and has worked as an internet marketing consultant to some of the largest organizations in the world.
In this episode, you'll learn the tools he uses for his clients when capturing authentic testimonials and case studies using video.
Learn more about Ian here: https://iangarlic.com/
[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!

Apr 18, 2022 • 20min
Tips From A Social Media Management Pro | Meet Miranda Calatrello from Calatrello Creatives
It's 2022 and we all KNOW we must have a social media presence. But what are the most important things you should consider for your (or your client's) social strategy for the biggest bang for your buck?
Meet Miranda Calatrello! She's a Social Media Manager and works with tons of companies helping them create a strong brand on their social media platforms.
In this episode, you'll learn what you should be considering when it comes to content marketing in 2022.
LISTEN IN 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!

Apr 15, 2022 • 12min
100. What We're THE Proudest of at DOT and Company (+ Celebrating 100 Episodes!)
WOW, we've officially hit 100 episodes of The Happy Clients podcast! We're so thankful for every one of you who've tuned in, cheered us on and given us the encouragement to keep going.
In the last 100 episodes, we've talked about all things client management inside agencies, growing and hiring a team, best practices and so so SO much more. We can't wait to launch into the next 100 with you.
In this episode, we talk about our experience getting to 100 episodes of the podcast, and what we're the proudest of over at DOT and Company. We get into some tips on our hiring process, and how our training programs were created.
We'd love to know what you want to hear more of. Email is at hello@dotandcompany.co your topics or if you know a guest we should have on.
Cheers to 100! 🎊
[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!


