The Happy Clients Podcast

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!

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!

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!

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!

A COO... who needs one? In short: a chief operating officer (COO) is tasked with overseeing the day-to-day administrative and operational functions of a business. The COO typically reports directly to the chief executive officer (CEO) and is considered to be second in the chain of command. BUT when do you need a COO in your agency? Leah Leaves is a fractional COO for agencies, and she helps systematize the business for growth. She works with 7-figure agency owners helping them take their business to the next level. In the episode, you'll learn: Who is best suited for a fractional COO; When to hire someone in this role; What are the main benefits of a COO Connect with Leah: AlderaanEnterprise.com Aldera Approach Course I can't wait for you to listen in to our conversation with Leah! [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!

What Benchmarks Your Agency Needs To Really Understand Profitability We talk all about clients here on The Happy Clients podcast, but without a healthy business, not much else matters! In today's episode, we invited Marcel Petitpas from Parakeeto onto the podcast to talk about all things profitability management. In this episode, you'll learn how Marcel and his team help their clients understand: What should I charge? What should my margins be? What should I make my hires? What % and key metrics should I track? If you're running an agency in 2022, this is a must-listen! We'll see you in the 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!

We all want to know the "secret to agency success", but seeing the grind is equally as important. Introducing Bryan Starck from 100 Celsius. A year ago he hired a Client Account Manager from DOT & Co. to help with his growing agency. What we didn't realize was how crucial this role was to his agency's success! In this episode, you'll learn: 1. Their new "north star" benchmark at 100 Celsius when we approach decisions re: clients = "How can we help our clients love their business more?" 2. The #1 reason clients stay with you (or leave). Communication is actually much more important to retention than results in Byran's opinion. 3. Similarities between how to surprise and delight clients happy with special moments & how to surprise and delight B2C customers via channels like email & SMS. This is part of our methodology for CRM marketing called "Dynamic Moments". We know you'll love 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!

We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes. We've launched our first-ever ✨Agency Spotlight✨ series. Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies. You're gonna love it. [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!

ClickUp is quickly becoming the rage here in the agency space and we wanted to learn from the best... so we invited Gray from ZenPilot on the podcast to give you the inside scoop! Gray and his team at ZenPilot work with agencies to help them deliver better client services without the chaos. With the help of ZenPilot, agencies follow a proven playbook to fix their systems, processes, and project management so they can scale their agency. They've worked directly with over 2,300+ agencies, and you get the chance to see inside the work they do. In this episode of The Happy Clients Podcast, we cover: Why ClickUp for Agencies? Why did you choose agency/consulting vs. going back to the SAAS route? Where do you see the biggest gaps in mid-sized agencies when it comes to operations? A walkthrough of an example client onboarding process inside ClickUp If you're an agency looking to move over to ClickUp, or you simply just want an inside look into a client management system, check out 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!

If you're in the agency space, you've most likely heard of GoHighLevel. And we (not so secretly) wanted to learn more in-depth the ins, outs, benefits, features of this amazing platform to see if it's a fit for our agency clients. On today's episode, we're interviewing the FOUNDER of GoHighLevel, Shaun Clark, to share the inside scoop of all things GHL. Listen in if you've been curious about using this platform 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!