The Happy Clients Podcast

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.

3 Ways We Use Our Podcast For Our Agency Have you ever thought about starting a podcast? We did...for years! We had heard from so many people that "in order to get your message out to the world, you need a podcast". Well, we procrastinated this for so long that we finally pulled the plug and just did it! Now, here we are at over 50 episodes of the Happy Clients Podcast in 4+ months, we're proud to say it's been a success (and so much fun!). In this episode, we'll fill you in on the 3 ways we use The Happy Clients podcast inside our business. We will cover: Why we started the podcast: How we create our podcast What we use the podcast for (hint: it's NOT all about marketing) We're curious if you've ever thought about starting a podcast? Or, do you want to be a guest? Email us at hello@dotandcompany.co and we'd be happy to schedule you in!

Busy Agency Owner? Here's Why You Shouldn't Act 'Busy' To Your Clients You’re drowning in emails, overwhelmed with client correspondence and project timelines. But, what are you telling your clients? We get it: 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. If you're someone who brags about being busy when speaking with your clients— you may want to reconsider. Tune into this episode of The Happy Clients Podcast to hear our take on not glorifying 'the busy' [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.

How We Created Our Superstar Team Culture You're growing an agency and a team— things are fun and exciting. However, when it comes to keeping your team happy, how are you doing? This is something we have focused on a lot over the last year, and we've learned a lot. In this episode, we will fill you in on: How we created a culture that is the opposite of corporate life The importance of trust. Remote life means your team may have a flexible schedule, which means you can't micromanage How we schedule virtual happy hours, coffee dates, and even yoga all while running a remote team KEY: we want our Client Account Managers to bring our DOT vibes into the agencies they work in, so we set it up from the ground up. [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.

Inside Secret: Why Delegating Is So Hard For Us WELCOME TO EPISODE #50! We want to talk about why we, as Client Account Managers, seem to be less than stellar delegators. As a Client Account Manager, our role is to take everything client-facing off the agency owner's plate. So naturally, we want to do almost everything without tasking things out to someone else. And with this can come a lot of work. But we at DOT & Co. believe that a strong Client Account Manager has certain personality traits that make us great at our jobs. Here's a sneak peek into this week's episode: <<video here>> Tune into this episode of The Happy Clients Podcast to learn more about how we manage clients in the agency world, and how we also use our CAM skills to ensure we're delegating properly. [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.

Why Can't You Manage Clients And Sales At The Same Time? Are you ever on a sales call and think "I really just don't want to have to manage this client"? We get it. And most agencies are in the same position until they can completely offload the client experience to someone on their team. On this episode of The Happy Clients Podcast, we're talking all about the sales process in an agency, and where we see different agencies structuring their team. Agencies ask us questions like; Should I do the sales call and manage the clients in my agency? How to onboard a client after the sales call? Should sales and account management be different roles in my agency? We'll get into it on this episode, so be sure to tune in. Looking for help with managing your clients? 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.

Learn how Amanda Perry turned her agency, SOUP, from two employees to now 27 (with hundreds of clients) all amidst the global pandemic. She also is spearheading a community for agency owners looking to get started in the e-commerce world to help them find their footing. Hello trailblazer! We were dying to know her secret sauce, and while it can't always be calculated out, Amanda credits a few keys things you need when growing your operation: A growth mindset: Seems obvious, but you need a willingness to invest time in reflecting on your mindset and appetite for growth. A positive attitude with gratitude: It's so important to be upbeat and constantly reflecting on what you are grateful for. Confidence and resilience: You can't be afraid to take chances and fail or shy away from tapping into big successes. Comparison is the killer of confidence. Stay focused on you and let the competition do their thing— there is an abundance of agencies but only one YOU. Focus on that and get comfortable being surrounded by others chasing their dreams, too. "You don't have to have all the answers, you just have to be confident to approach things with a different lens." We love it. Amanda teaches us everything we need to know from bankruptcy to running a booming success e-comm agency. As a total rockstar and badass digital marketer, you don't want to miss this tell-all with SOUP's creator and visionary-extraordinaire! [HELPFUL LINKS] Client 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!