The Happy Clients Podcast

Client Management Isn't What You Think It Is When we talk about the life of a Client Account Manager, there's a lot that goes into this role. Not only are CAMs client-facing and in-charge of client relationships, but there's also a ton of other PM facets and operational pieces that go into the role that can sometimes be overlooked. In this episode of the Happy Clients Podcast, we get a lil bit more granular on what our roles really entail. Of course, this looks different from agency to agency! All in all, we hope you'll see just how critical our roles are as a superhero in the agency 🦸‍♀️ Our role can include lots of admin work — don't get us confused with a VA, because the admin work we do is marketing-focused and project management-focused.  There are lots of meetings internally with the agency.   We create processes galore— we need to be tech-savvy and process-oriented in order to be suuuuuper efficient in our role.   There sometimes is a bit of hand-holding and pushing things to completion internally.   We take charge of reporting and digging into the advertising data to ensure our clients are educated on the progress of their campaigns and ad spend.   As CAMs, we become experts in wearing all the hats and probably wouldn't have it any other way. We take pride in our work and always try to have fun while doing it. Cheers to that CAM 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!

To any agency owner out there feeling stuck in your ways, this one's for you. Brandon Smits, Partner & CMO at Solar Cheat Code, joins us for a real talk on scaling an agency to success while leveraging processes and systems that work. Brandon is the guru of helping mid-size B2B and B2B2C companies surpass their growth goals with marketing automation, lead scoring, and holistic digital marketing campaigns. As a seasoned entrepreneur and avid learner, he joins us this week on The Happy Clients Podcast with some killer advice for any agency owner out there looking to grow (aka, all of us). In this jam-packed episode, we dive deep into: What the two biggest liabilities are when trying to scale an agency from infancy How investing in other agency's systems will help your agency grow and save you time/headaches in the long run Why it's so crucial to take advice from people who have walked the path you're trying to get on (aka, invest in a good mentor) and so much more... We mean it when we say, our agency itself took a ton of great nuggets from this episode. The journey to growth never stops! Cheers, to happy 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!

Take a Vacation Day? Here's How We Do It Let's be honest: this pandemic has been brutal, and it's safe to say we're all in need of some R&R and a plane ticket booked outta here ✈️ As agency owners and client-facing managers, we suggest a few key tips to keep in mind when going to book that next vacayyy 🌴 It all starts with: Communication with your clients ahead of time (I'm going to be OOO!) Setting up backup communication with another team member for urgent needs Project manage in advance Tune into this episode of The Happy Clients Podcast where we get real on taking vacation days away from your desk— even if you don't have crazy plans to go far! Until next time (and from a beach hopefully), Taylor [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 Deep-Dive Into YouTube Agency Successes with Tom Breeze Tom Breeze is the founder & CEO of both Viewability & Ad Buyers Club and is one of the top YouTube Advertisers out there. Tom is a long-standing believer in the performance-based financial model, where his clients pay for results, focusing on a partnership feel. Tom has a master's in psychology, is an author and speaker, showing businesses how to unlock the true power of YouTube ads for profit & scale. Tom has been a client of DOT & Co. for a number of years, so it's about time we had him join us for an episode over on The Happy Clients Podcast. Tom's lovely personality, met with his intelligent nature, makes him one of the best agency owners we've met (we might be biased ;)). In this episode of The Happy Clients Podcast, you will learn: The 4 A's of YouTube advertising and what you must master to ensure you're set up for success on YouTube How Tom grew a team inside his agency, Viewability, and the learnings he had. Hint: hiring experts is Tom's best-kept secret Who YouTube Ads works best for, and of course, who he wouldn't recommend spending their advertising dollars on YouTube Most importantly, how Tom and his team are changing the game for the agency world in 2021 and beyond [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 Highly Successful Account Managers Do Every Day If you're new here, welcome! At DOT & Company, we specialize and are subject matter experts in Client Account Management (CAM) for digital marketing agencies. Want to know how our CAMs thrive in the role? We have a couple of key tips that set our days up for success. In this episode, we cover the 5 KEY STEPS our Account Managers incorporate into their practice: 1) Plan your day - each morning. 2) Reach Inbox Zero - don't know what that is? Listen in to learn all about it! 3) Project Management - keep the team accountable. 4) Celebrate wins for the team  - encourage positive vibes! 5) Transparent communication - always update where things are at. Send to your team and listen in on our daily practices, you won't regret 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!

Copywriting + Designing: The Secret Weapon To Resonating With Your Audience w/ Jennifer Turner As marketers, we understand that great visuals are paramount to success. But what about words? On this week's episode of The Happy Clients Podcast, Jen Turner, founder of Gemini Branding, shares with you how just like there are two sides to every Gemini, there are two sides to branding, which are copywriting and design, and you can't have one without the other. Jen is our amazing copywriter and designer that we have worked with since day 1 of DOT & Co. being born. If you've resonated with our copy or branding, Jen's to thank. So if you're a marketer, you don't want to miss this one. After you've listened in to this episode, you will learn: How to marry words and visuals to see success in your marketing efforts; Building a successful branding and design studio as a one-woman show. The pros and cons of doing it all yourself and how to ensure your business aligns with your lifestyle goals; The easiest way to build a website with professional copy that you can DIY for you or your clients; How you can create packages that fit your audience's budget. Hello, Startup Sprint + GemDays! We at DOT work with Jen at Gemini using her GemDays, and let us tell you, it is the most efficient day ever You can learn more about Gemini Branding at: geminibranding.ca https://www.instagram.com/geminibranding/ [HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.  Meet with us: www.dotandcompany.co/contact [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've been around for a while, you know how much we love happy clients. But, how can you get the premium client experience for your own clients? Meet: The CAM Collective brought to you by DOT & Co. Imagine this: your team has a question, and rather than going to you for the answer, they come to a team of other Client Account Managers. Say hellooo to quick wins and time back in your day! And bonus— your team feels confident in their client management skills. We’ve got their back... for you. The training your team needs for the agency you want. Listen in to our podcast, filling you in on all of the deets. We'll see you in the CAM Collective! [HELPFUL LINKS] Want all our secrets? Join the CAM Collective here. Onboarding Checklist: Grab our onboarding checklist here.  Email Templates: Ready to use client-facing email templates, get it 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 Delight Your Clients (it’s easier than you think!) Listen, running an agency is no joke. There are SO many things going on behind the scenes that people don't see. But how are you ensuring that your clients are your top priority, and they feel delighted? Here are some ways to surprise and delight your agency clients. #1. Make your clients feel like they are your only client. Like most digital marketing agencies, you’re drowning in emails, meetings timelines and to-do lists every day. You’re juggling clients and their projects, doing everything to make their businesses successful—but you don’t have time to make each client feel like your only client, let alone find time to build your business. We get it. We’ve been there, and we weren’t okay with our clients (or our business) taking second place to their projects. Now, clients are our first (and only) priority. We take care of them so you can take care of business. In this episode, we'll fill you in on ways we make clients feel like they're the only client in the agency! #2. Daily Pulse. Ever heard of this technique? See our previous post here. Do you ever feel like you should update a client, but you feel like you don't have anything to update them on? Don't worry, we've been there too. If you're a digital marketing agency, your clients are likely paying you the big bucks for your expertise, so they deserve regular updates and face time. That's why we started The Daily Pulse. We're going to share exactly how we update clients on the daily. It transformed our client communications, and we think it'll transform yours too. Have we met yet? We’re DOT & Co., 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. Not only will we nurture lasting relationships with your clientele, we’ll free you up to do what you want (and need) to do in your business. Say hello to freedom. Email us to start the conversation! [HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.  Meet with us: www.dotandcompany.co/contact [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.

The Systems We Ensure Every Agency Has Systems are the backbone of any successful agency, we all know this. But how do we ensure each agency we're working with has the right systems so that we can jump in and keep their clients happy? Firstly, we look at the client onboarding system. This is one of the most important systems because it's the first experience the client has when they start working with your agency. If you don't have a client onboarding system already and your agency, click here to download ours. Inside of this client onboarding system, we look for certain elements, which you'll hear all about in this episode. Next up, we look at the ongoing management of the clients. A big part of our role as a Client Account Manager is to keep clients happy on an ongoing basis, so here are some questions: where are we going to be sending reports? How often? Who is responsible for each piece of the reporting puzzle? Do we have email and reporting templates in place? These are all really important things to keeping clients happy on an ongoing basis. Next, is gifts! Who doesn't love receiving something in the mail? If we have something systematized, most likely inside of the agency's project management software, where we as a Client Account Manager are responsible for sending gifts, this makes it sooo much easier for us to manage the relationship! Also, when it comes down to resigning the contract in 3 months, it's more promising they'll extend their contract when we've had the chance to WOW the client & build a relationship over an extended period. Take a listen to this episode of The Happy Clients Podcast to learn how we ensure all the agencies that we work with are equipped with the perfect systems to ensure we can do our job as a client account manager. [HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.  Meet with us: www.dotandcompany.co/contact [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.

Are You Missing The Control From Managing Everything? We get it, and we've been here before. Most agency owners start in a very similar way: You're starting a business because you love the marketing aspect, or the advertising aspect, or the overarching strategy of getting clients results.  But what most agency owners don't realize is you're also signing up to be the everything person. You are overseeing the finances, the team, the hiring, the sales, the marketing, the operations, and everything else in between.  Often we see that when an agency brings someone age like a Client Account Manager, it can be really difficult to let go of that control! The good news? It doesn't have to be that way. We know exactly how most agency owners feel and in this episode, we are going to give you some tips and tricks to allow yourself the freedom to let go of managing everything inside of your agency. [HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. Meet with us: www.dotandcompany.co/contact [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.