The Happy Clients Podcast

Agency Owner Talk: Training Your Existing Team To Become Client-Facing From freelancer to agency owner, and savvy social media expert, meet Andréa Jones of Onlinedrea. Listen in as this expert shares a tip or two on setting your client-facing team up for success with training and resources that empower your account managers. Andréa is fiercely committed to helping businesses and podcasters build profitable communities online through simple social media solutions.  From agency owner to agency owner, this episode gives you ALL the real talk on training your existing team to become client-facing (psssst, we can help with the training part 😉). Looking to connect with Andréa? Check out → Onlinedrea The Social Savvy Podcast LinkedIn - pssst, there's a ton of freebie content 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!

How To Use Unlimited Graphic Design Services to Serve Your Agency | Jeff Minnichbach from No Limit Creatives We always talk about how outsourcing can revolutionize your biz— and if you're an agency owner looking for some creative help, grab those headphones and plug em' in! Meet Jeff Minnichbach from No Limit Creatives. A number of years ago, Jeff was a graphic design freelancer and realized that the digital marketing industry needed a service where you didn't have to vet, hire, train, and manage graphic designers. No Limit Creatives was born, a company that allows your agency to leverage a subscription-based model for graphic + video design work. Essentially, this podcast is your ultimate guide to unlocking unlimited graphic design services for your business. How awesome is that? 🙌 If you're a marketing agency, Ecom brand or run any online services and are looking for graphic design & video help, head on over to www.nlc.com. You'll be in great hands with the seasoned pros from Jeff's team! [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 to Turn Down Clients - The Nice Way Let's be honest, we've all been there. You get on a call with a prospective client and something just doesn't sit quite right. You start to doubt if this will be a fit for your agency, and then that pit in your stomach forms: How do I turn them down? On this week's episode of the Happy Clients Podcast, we invited our Marketing Manager and Sales Expert, Carly Corkum, to share her take on how to turn clients down the nice way. Her biggest takeaways: It's OK to turn clients down Develop your client avatar If you're going to turn someone down, look to add value in other ways If you've ever asked yourself what to do in those sticky sales and client intake situations, this podcast will definitely give you the confidence to refine your process for working with clients. Speaking of clients, if you want help looking after yours and want to connect with Carly around your options, she's always happy to chat ✨ Reach out 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!

You're just not QUICK enough. Red Flags in Client Communication from Your Team You feel like your team's client communication is slipping through the cracks? These are hard conversations to have, so let us help. You want your team to be independent, but you also know most tasks would be faster to do yourself. You feel that there are some communication slip-ups that just aren't okay with. That right there can cause a HUGE stressor on you, the agency owner. You must listen to this episode if you nod your head yes to any of the following 👇 You’re so busy running the business, you know tasks (and, ahem, clients) slip through the cracks You want the freedom to work from wherever, but now that you have a team, it feels impossible You wish you could upload your brain to new hires so they could understand the industry from day one You want to scale the business, but you know your systems and team aren’t set up to sustain success You don’t have the time or energy to follow up with your team 24/7 (or double-check their work) As the world’s first and only dedicated team of Client Account Managers for digital marketing agencies, we can help keep your clients happy, too, with the exact systems, training and templates we use every day to support 7-figure agency owners as their remote Client Account Managers. Access everything at www.thecamschool.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!

How To Improve Your Team Efficiency & Get Results Have you ever heard of an Internal Quality Assurance Checklist? 🥵 If not, your team's in for a treat. I promise this will save you TONS of time, and headaches from upset clients. Talk about major team efficiency & team effectiveness! When you first onboard a client, it’s super helpful to do a deep dive into their funnel, products, and social media to get a good idea of who they are, and how their user journey may impact ad performance. Right? Whether your agency conducts funnel builds, does lead generation, or does course launches, it’s important to have an idea of what setbacks may arise once you launch, so you’re aware of the full picture, and you can provide insights to the client early on (whether or not it is your agency's responsibility!) Overall, to improve your team's efficiency, we recommend implementing Internal Quality Assurance Checklists testing during the onboarding and pre-launch phase. Want to save 10+ hours? Get instant access to our checklists + personal insights from our team how to implement them 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!

As an agency owner, you KNOW that your clients are the bread and butter to your success. If you continue to lose clients, this isn't a good feeling. You lose momentum, your clients aren't telling their friends about you, and your growth is stunted.  So, what can you do? Keep your clients happier for longer.  In this episode, we talk all about how to keep your clients longer and our tried and true tactics to ensure your agency's success.  As former digital marketers, we gave up the agency hustle to zero in on what we do best: Keeping clients happy. As the world’s first and only dedicated team of Client Account Managers for digital marketing agencies, we can help keep your clients happy, too, with the exact systems, training and templates we use every day to support 7-figure agency owners as their remote Client Account Managers. Meet: The CAM Collective.  The answer to creating the digital marketing agency of your dreams Meet the CAM Collective, a monthly membership program for your in-house Client Account Managers to fast-track their understanding of the digital marketing industry, campaigns, and how to make (and keep) your clients happy. All while having personal insights and access to our team for any questions or personal coaching! Tune into this week's episode of The Happy Clients podcast to learn about all things happy clients, and we ensure you'll learn something that'll help grow 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!

Learn to Create Systems That Your Team Will Actually Use If you're a busy agency owner like me, you know that systems are so important, but likely the last thing on the never-ending to-do list. Am I right? I love a good Standard Operating Procedure that is a living breathing document so that at any time, your team can hand over the SOP to someone else on the team. But, where to start? Here are some of my top tips to get started on building systems your team will love, and actually use. Listen to get the full scoop: Sharpen up your client onboarding system.  Who's responsible for what?  Standard Operating Procedure (SOP) Documents That You Need. Have you taken a pause to measure the health of your systems? Specifically, your client management systems? Well, now's your chance! Have a minute? Take the quiz. Could your systems be more streamlined? get instant access to our systems, SOPs, templates and more 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!

10 Important Questions You Need to Ask Yourself Before Hiring Someone To Manage Your Clients You're ready to scale up your agency and hire a team member to manage your clients. Congrats! But, what do you need to make sure you're prepped with ahead of making this hire? At DOT & Co., we’re Client Account Managers. We work part-time in multiple agencies at once as that client-facing person, who project manages and is the glue between the agency team, and the client. Through our experience, we've learned that it takes TIME to implement someone into your team... even if they're highly trained by someone like us! Here's what you MUST do: understand that you're hiring a human, and they need time to learn about your agency. Patience is going to be key here, and it's not the type of thing where you plug n' play someone into your agency and they know everything in the first week. It takes time. So, we recommend you start here. Review our CAM Sample Task List to give you a sense of the role. Then, outline what's the most important for this person to learn within the first week, month and 3 months. [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!

Scaling With Purpose with Alex Schlinsky from Prospecting On Demand  In this week's episode of The Happy Clients Podcast, we interview Alex Schlinsky— co-owner of Prospecting On Demand. Alexs' mission is to help people break free from the 'Freelancer's Trap' and become the CEO of their own profitable marketing or coaching agency. In this episode, you'll learn: The 3 Core elements you need to have within a successful agency Insights on hiring in-house vs. outsourced teams -- what to do?! Alexs' methods for growing an agency that fits your goals If you're an agency owner, you'll love this episode and we guarantee you'll learn a thing or two about scaling up your agency with purpose. Connect with Alex Schlinsky from Prospecting On Demand (POD): prospectingondemand.com https://www.facebook.com/groups/7figureculture/ https://www.facebook.com/schlinsky /www.instagram.com/alex.schlinsky

Want to retain more clients? Obsess over the client management process. At DOT & Company: client retention is the name of our game. Why We Are So Obsessed With Keeping Clients Happy: We're natural people-pleasers. We always put clients first as we care deeply about being premium and always on top of things. We're hired BY agencies to keep THEIR clients happy, so our job KPIs are mainly around timely and professional communication— ie happy clients! Happy clients are something that can be lacking nowadays with the online world. At DOT, we believe that clients deserve premium client experiences —it's in our blood. That's what we strive to achieve every day. Dive into this #HCP episode to learn what makes us tick at DOT. Our team prides ourselves on being top-notch Client Account Managers, and we quite literally love to eat, breathe, sleep, clients. [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!