The Happy Clients Podcast

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!

Welcome to DOT & Co! If you're new here, we're Client Managers for Marketing Agencies. Agencies hire us when they're getting in their own way of growth by hiring a trained pro from our team. On this episode, Taylor interviews Agency Director (and co-host!) Katie on what to expect in your first month of hiring a Client Account Manager inside your agency. It all starts with our Agency Portal. A checklist to make sure you have everything ready for your newest team member - your CAM! You'll have more time to grow your biz and your CAM will be the go-to person for client comms in no time! Curious if we could help? Email us! www.dotandcompany.co/contact [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!

As an agency, who works with agencies, we get to see the inside of tons of different teams. But, do you? 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!

Zoom life is REAL and everyone is living online, now more than ever. Between internal meetings, client meetings, and DOT & Co. social culture, we do it all on ZOOM. Here's how we combat Zoom fatigue and make every interaction the best possible! Listen to this week's episode (or share with someone on your team!) to hear how we're combatting the zoom fatigue. [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!

An entire year of The Happy Clients Podcast is rounding the corner and we're sharing Our BIGGEST Lessons with you! To start something new is always scary. For us, a podcast wasn't about making the dollar bills rain. Rather, it was all about credibility. We wanted to put ourselves out there and show YOU that we actually know what we're talking about. We get into the REAL reasons for starting a podcast in this episode. If you're curious, 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!