The Happy Clients Podcast

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!

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!