The Happy Clients Podcast

Handing-Off Long-term Client Relations To An Account Manager... How To Do It? The most asked question from an agency that's looking for support with account management: how many accounts can an Account Manager handle. Second most asked question? How do I hand over my long-term clients to an Account Manager? In this episode, we run through how we coach our agency clients, and our client account managers, on transitioning your clients over! We want to ensure this is a client-centric approach, while also prioritizing removing you (the agency owner) from the day-to-day. If you've been held up on this question yourself, don't miss today's 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!

Hannah Nieves Consulting is a Marketing, Branding and Public Relations consulting firm, based out of New York. They work with lifestyle entrepreneurs and brands, through their trio: marketing, branding and PR. Hannah believes that "you can build a profitable brand that's anchored with your purpose and values all while designing a life you truly desire". On this episode of The Happy Clients Podcast, we talk all things Public Relations. Your questions answered: What is Public Relations? The HOT trends are happening in 2022 (that are not just pitching to Forbes or Entrepreneur) Things you MUST consider when pitching your brand! You're going to 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!

If you're growing an agency, you KNOW the importance of hiring someone to take over client management— but is this a full-time or part-time role? After listening to this episode, you'll learn what's the best plan of action for you and your agency. We're here for whatever you choose, but here are our thoughts. When we started, our goal was to help agency owners who needed premium talent who are efficient and not necessarily "full-time hours" Reach out to chat with us about hiring someone part-time, or training your full-time team member. Don't have someone to hire full-time? We might be able to help. [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 Chief Operating Officer's experience is all yours .... meet 321 Pockets We invited Josh Johnston on The Happy Clients Podcast to talk about all things ops inside agencies. Josh Johnston is the founder and operator of 321 Pocket Ops. Josh stepped into the COO role of Welling Media from 2018-2020—Scaling to a multiple 6 figure monthly revenues, 20 employees, and helped in the undertaking of its successful acquisition. Today, Josh is consulting with various agencies in the U.S. and Europe to help them scale their revenues, teams, and profits. In this episode, Josh tells all about what to hand off in your agency first. We can't wait for you to listen in! [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!

How Many Clients Can One Account Manager Work With? Or should we say... "How many clients should one account manager work with? The most asked question from agency owners like you! And it's a good question. How else can you understand your margins on your clients? In this episode, we'll answer your burning question: If I bring in an account manager, "How Many Clients Can One Account Manager Work With?" Listen in to this week's episode on The Happy Clients Podcast to learn more. [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!

Making more profit and having insight into your finances is essential. I know that it can feel overwhelming as most of us (🙋🏼‍♀️ ) are more on the creative side and people side of the business, and brush finances to the side. Am I right? That's why we asked Adam Rundle from Clever Profits to come on this week's episode. He works with TONS of agencies just like you to help improve profitability using his unique and proven methods. If you want to make more cash in your agency in 2022, listen in. This is gold. [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!

Get access to your clients' Facebook & Google accounts in 2-clicks, with Leadsie. ✅ We believe that the onboarding phase is SUPER important and we're always looking for ways to make this process seamless for clients. When we heard that a few of our Client Account Managers were working with Leadsie inside their agency, we reached out to learn more! We did a trial and it literally worked so seamlessly. I can't wait for you to meet the founders of Leadsie in today's episode! You can get a free trial by going to Leadsie.io/happyclients where you'll get a 30-day trial (rather than the usual 14 days!) [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 this episode, we interview Ian Dawson, COO of Direction.com We love when we get to chat with the operations team inside an agency. It really gives you a different lens as most of us are in that visionary seat. In this episode, you'll learn how Ian and the team at Direction have scaled up their team for success and how they're growing into the new year as a solid team. You don't want to miss this. Listen in here. Connect with Direction.com 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!