The Happy Clients Podcast

We, agency owners, take everything personally. It's okay to want to hand over the day-to-day to someone else. I mean, how awesome would it be to have someone fully dedicated to your clients!? On the other side of the coin, we also get it. How are you supposed to just hand the reins over to someone who didn't develop and nurture this client relationship from Day 1? We know where you're coming from. And if we haven't met yet: Hi, I'm Taylor! 👋 I used to run an advertising agency myself and now focus solely on my favourite part of it all: creating a premium client experience and nurturing long-lasting happy clients. Tune into this episode of the Happy Clients Podcast where we talk you through how to let go of control in the client world, and also that it's totally okay to have those days where you don't want to work with your clients. Lucky for you, we always want to work with your clients! The DOT & Company team is hungry to take on more agency partners and free you up from all the personal stuff. While some relationships will take time (we never rush the process), the end result is always worth it: happy clients coming back for more + the satisfaction on our team of knowing we are helping growing agencies to scale. [HELPFUL LINKS] 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!

No matter the service or product, it's always critical to outline ideal client avatars in any agency. In the DOT & Company world of Client Account Management, we are always getting asked who our *perfect* agency client is. And now we're here to spill it! Here's our snapshot of a unicorn digital marketing agency client 🦄 1) You are what we call "good people". You know— the ones you’re on the same page with and feel that there’s alignment on values like authenticity, respect, honesty. We love genuine people! 2) You are an agency that has clients and killer momentum in your space. 3) You have goals to grow and scale. (Psssst, we also want to help you get there!) 4) You are ready to let go and allow our team to come in and do what we do best— provide a premium client experience that is smooooth like butter. 5) You are ready to invest in a Client Account Manager— someone dedicated to your team and your clients (we call CAMs the glue to it all). And for the record, if you're reading this and thinking "I check some of those boxes, but..." we are ALWAYS happy to chat and see how we can help your agency. Because here's the thing... If you're just getting started and don't have clients or processes yet— check out our DOT Shop for plug n' play systems to help you get streamlining and making clients come raining in. If you're a big and established agency with an already existing team of client account managers or client success reps— hit us up to help you with Training at DOT. That's right— we have options to come as a "Done-With-You" service where we can train your team in all of our methods of delivering a premium client experience. Moral of the story: let's talk 👋 [HELPFUL LINKS] 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!

Ever wonder what you need to know about the backend of Facebook when working with non-techy clients? Look no further. Emma from the DOT & Co. introduces the Facebook™️ Ads Lab For CAMs. On this week's episode of the Happy Clients Podcast, we wanted to give our listeners an inside look into DOT’s Facebook™️ Ads Lab For CAMs. This course is essentially an easy-to-digest run-through of Facebook Ads & what key insights clients need when you are reporting to them on ad campaigns. We developed this training with Client Account Managers in mind, who don’t necessarily need to know the nitty-gritty of the campaign builds, but more so how the KPIs are looking when it comes time to touch base with clients. Emma, Training Manager & Expert CAM, also developed must-know hacks for onboarding clients in a Facebook advertising agency, as this process is never a one-size-fits-all. Have tricky clients who don’t know much about the platform? Don’t fret— Emma’s guru workflows and templates can be directly accessed in this training to implement into your agency today. Say hello to streamlining and happy clients (and CAMs!). Head on over to www.dotandcompany.co/courses to check out our Facebook™️ Ads Lab For CAMs. [HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.  Facebook™️ Ads Lab For CAMs: 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!

We love connecting with fellow agency owners and getting their perspectives on growing a team. Get ready to be inspired— hot-ticket item Matt Jones is on the mic. On this week's episode of the Happy Clients Podcast, we dive into talking about what it means to be a values-oriented business. Matt Jones, CEO of SHED Social, shares his personal take on working with teammates (or clients!) that see eye-to-eye with you and are just genuinely driven to get the job done. We can all take a little inspo from Matt’s ethos when hiring: “Our ethos has always been to prove that you can be successful by treating people like decent human beings and while connecting on values. Treat people how you would expect to be treated, be fair, and treat your hires as adults. Give people enough space to grow and develop and do the job as you would hope them to do it.” There’s so much to be said about how businesses bring respect, authenticity, accountability, and honesty to their teams. And Matt (and his wonderful wife Kate!) have done an outstanding job of holding true to their words and bringing light to all those who work with them.  We mean it, we love working with this team! Cheers, to happy clients. [HELPFUL LINKS] 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!

It's time we get real: welcome to our All Talk Edition. On this week's episode of the Happy Clients Podcast, we dive into the two sides of our business and give you the inside scoop into who is behind the scenes working the magic at DOT. If you’re new, welcome 👋 At DOT & Co., we offer full-service client account management where we're working inside of agencies, providing premium client experiences for your clients. We also have a training and product side to help your team level up with client management processes and systems that are plug-n-play for your agency. Get the scoop on: >>What does it look like to work with DOT & Company as an agency owner? >>Who on your team is responsible for hiring, training, and managing client account managers? >>How did DOT & Company get started as an agency? Our team prides ourselves on creating everlasting client relationships and being the friendly faces who help glue your agency together. Because happy clients are the name of the game, right!? [HELPFUL LINKS] 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!

Email communication is a hard language to teach, and our team is here to share our take on perfecting client comms that are concise, friendly, and always correct. On this week's episode of the Happy Clients Podcast, we dive into the tools we use for teaching our team how to email clients, and also our personal favourite touches for capturing the right tone. We will answer your questions, such as: How do I set the stage for email communication with my team? What tools are there available to enhance emails and perfect tone? How do I keep my team consistent in our messaging? Spoiler Alert: Grammarly is our best friend (and free!) and a good exclamation point can go a long way. Want our email templates, too?! Head on over to www.dotandcompany.co/email to grab them. Take a listen and share it with your team today! Cheers, to happy clients. [HELPFUL LINKS] Want to grab our email templates? Get them 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.

How to communicate numbers in a way that really gives confidence to your clients and reminds them that you know what's up. This week, we welcome our special guest Liz Boer from E&B Media Group to the podcast to talk all about metrics and numbers that every client-facing marketer should know. Grab your pen & paper, Liz shares all of her key insights to industry benchmarks, funnel considerations, KPIs, (and more) that you should be keeping top of mind! It's well worth a listen, and your clients will thank you for it. The total sweetheart she is— Liz also shares some very candid advice for business owners and entrepreneurs alike who may just be getting started or are seeking advice on growing an agency. She's seen it all from startup to scale-up and shares all the numbers you need to know when growing your business. MORE ABOUT LIZ Liz is the owner of E&B Media Group, a boutique Media Agency, specializing in Facebook/Instagram Ads, Conversion Copywriting, and Launch strategies to maximize sales and conversions. Her mission is to help other ambitious women create more freedom, income, and impact using predictable sales funnels and proven marketing strategies. Find Liz: [www.lizboer.com] Check out Liz's Podcast→ Marketing to Millions [https://lizboer.com/marketing-to-millions-podcast-2/] Book a call: [https://app.acuityscheduling.com/schedule.php?owner=16944867]

With holiday long weekends passing and seasons changing, we took some time at DOT & Company to pause and reflect on why it is that we love what we do. Get candid with us on this week's episode of The Happy Clients Podcast where we give you a glimpse into a real talk internal call at DOT. We stopped to ask ourselves what our "why" is and are happy to share our honest perspectives. In this podcast, we answer important questions, such as: What does account management look like at DOT & Company? Why do we truly love managing clients? What is our goal at DOT & Company and what do we see for the future? If you're an agency owner who is looking to hire a Client Account Manager, look no further. Listen in to this internal call where we dish our genuine perspectives on why we love being client-facing account managers and why client work is so important. Hopefully, you'll be left feeling inspired too. Cheers to happy clients! [HELPFUL LINKS] Want to learn more about CAM School? Book a discovery call 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.

We uncover our best-kept secrets on onboarding lead generation clients (don't tell anyone, but they might just be our fav). Check out the YouTube video of this podcast where we walk you through our exact lead generation briefing document + asana workflow. These documents and flows have been curated through years of experience working with a multitude of lead gen clients. Trust us, we mean business. Like what you see (or heard?)— head on over to www.dotandcompany.co/checklist to grab our free Client Onboarding Checklist to help take clients off your to-do list. Cheers, to happy clients! [HELPFUL LINKS] Want to grab our Lead Gen Onboarding Checklist? Download 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.

Ever picture working with your S.O. and think— could it be? Can we find the perfect balance between love and business? On this week's episode, we had an inspiring conversation with Angelo Dodaro and Kelsey Cole, founders of MVM Inc. Needless to say, they are a digital-marketing power couple. Listen in where we dive into the not-so-talked-about side of running a business, where life really starts to intersect and things get real. Tune in to learn how this couple navigates a thriving relationship with a thriving business and all the fun that comes in between. Their secret? Raw honesty with one another. "I'm just not as motivated alone, and Kelsey and I do business together because we actually have a ton of fun doing it together!" - Angelo (aw!) Can we say goals? Cheers to happy clients, Taylor P.S.— looking to outsource your client management? We've got you. Find us here.  [HELPFUL LINKS] Want to learn more about training options at DOT? Book a discovery call 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.