The Happy Clients Podcast

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.

"𝘐 𝘧𝘦𝘦𝘭 𝘭𝘪𝘬𝘦 𝘮𝘺 𝘢𝘨𝘦𝘯𝘤𝘺 𝘥𝘰𝘦𝘴𝘯'𝘵 𝘩𝘢𝘷𝘦 𝘴𝘺𝘴𝘵𝘦𝘮𝘴 𝘢𝘯𝘥 𝘱𝘳𝘰𝘤𝘦𝘴𝘴𝘦𝘴 𝘪𝘯 𝘱𝘭𝘢𝘤𝘦 𝘵𝘰 𝘩𝘪𝘳𝘦 𝘺𝘰𝘶 𝘧𝘰𝘳 𝘢𝘤𝘤𝘰𝘶𝘯𝘵 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵!" This is something we get a lot. We understand wanting to have your ducks in a row before hiring a Client Account Manager, but we're here to tell you that your agency does 𝘯𝘰𝘵 need to have SOP's, workflows, or even specific roles for the CAM before hiring someone like us (DOT!). In all honesty, it works better for us if you DON'T have all of your systems in place, so we can help you write the book as you grow. When getting ready to hire, here are the main things to consider as you prep: You should have enough clients to justify a Client Account Manager role (we recommend at least 3-5, depending on the size of the scope). You have to be willing to hand over the reins - sometimes we all need that friendly reminder that you will have to give up some control. You must understand and see the Client Account Manager role as an investment into your future business. {Pssst...DOT & Company's whole purpose is to help agencies scale, we are here to help.) "Ok, I want to hire! What do I do next?" Awesome! Email us for a chat to see if we think you need a CAM role and to talk about the options you have. We can help you determine if outsourcing or keeping in-house is the best move. After all, we are the experts! 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.

In the ever-evolving world of digital advertising, it's important to understand which platforms and strategies can help you stand apart and scale above the rest. Let's talk about LinkedIn Advertising. Our special guest, Anthony Blatner, runs Speedwork Social: a B2B LinkedIn Advertising Agency that specializes in Lead Generation, Lead Magnets, and Sales Funnels. Transitioning from the world of software development to digital marketing, he's cracked the code on becoming an expert in everything LinkedIn. Join Anthony on our podcast this week where we dive into everything your agency should know about building successful LinkedIn ads and all the fundamentals to getting started. We cover: Background: How Anthony learned to best leverage LinkedIn and set himself apart as a specialist. The wonderful world of B2B clients and why LinkedIn has been a game changer versus traditional Facebook ads. The main pros to why your agency should start working with LinkedIn (did we mention the lack of impact from the iOS14 update?)— and of course the cons to watch out for when getting started. But mainly, what are the questions you should be asking yourself to see if your business is ready for LinkedIn? 🧐 Anthony dishes all his tips and tricks and is always happy to connect with new people. Find him on LinkedIn (duh!) @ Anthony Blatner and reach out to him over email at any time: anthony@speedworksocial.com to learn more about his agency and LinkedIn Advertising. Until next time, 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’ve been there - we’ve seen it all - we always talk about how GREAT our clients are, and yes - they’re AWESOME. But sometimes it all goes sour, and being the client-facing piece to the marketing puzzle, we need to make sure we’re cool, calm and collected. Clients will get angry, they will have issues— and here’s how you tackle them 👇 First - don’t puff up! Being defensive isn’t a good look. Just think, if you reverse the roles, would you like to be on the receiving end? We’re gonna say no. Second - make sure you come prepared. Navigating angry clients can be uncomfortable, so get your ducks in a row, think before you speak, and make sure you hold your own.  You need a pep talk— you won’t be walked over and you know what to say. Third - it has to go both ways. There is an ebb and flow to every relationship, you hear them and they hear you. And, if all goes according to plan, the conversation is mature and positive.  As Client Account Managers, we absorb this role, and usually, agency owners and team members are happy to let us do so. So remember, you’ve got this. Tune into the full episode for all of our tricky client navigation tips and tricks! [HELPFUL LINKS] Want to learn more about The 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. Cheers, to happy clients.

As Client Account Managers, client retention is truly the name of the game 🏆 A key piece to how we keep clients for years (literally, YEARS) comes down to how & who we hire, our premium training program, and genuine understanding of client needs. We know how important our CAM role is to agencies, and make sure we align ourselves with like-minded people who see keeping clients happy as passion work. Also take it from us, we get it. Entrepreneurship and running a growing agency can get lonely. As CAMs, we work to bring a sense of team, cheer, and constant positivity through all the good, bad, and ugly of client management. Want to learn our secret sauce for client retention? Tune into our episode below where we give you the full scoop. You don't want to miss it! Cheers to *life-long* happy clients! 🥂