The Happy Clients Podcast

"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! 🥂

A question we always seem to get from agency owners is: how do we train up premium Client Account Managers? Here to solve all of your training woes is Emma, our expert CAM + Training Manager at DOT & Co. Emma has developed a state of the art training program for Client Account Managers, called CAM School. These easy-to-follow modules equip prospective (or existing!) CAMs with everything they need to know to gain the confidence, skills, and mindset to thrive in client account management. There are innate qualities of being a good Client Account Manager that are often not tangible, but are very important. Things like: Work ethic Independence Confidence And guess what!? With our training options, whether that be CAM School or One-On-One Training with Emma (yes, that’s an option too— check it out), we help instill these qualities in CAMs and surround them with a community of like-minded superstars to help them crush their goals. 💪 We’ve seen it all and are SO READY to pass along our secrets. Take a listen in to this week's episode and we promise you'll be inspired to explore the wonderful world of CAM Training. [HELPFUL LINKS] Want to learn more about CAM School? Check out our training options here. [www.dotandcompany.co/camschool] [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.

Let's talk about client reporting. It's a huge piece of our client management role. Client reporting is usually good (but sometimes it's bad!) and we are generally the people who are communicating this to clients. In this episode of The Happy Clients podcast, we fill you in on: 1. How to adapt to the ever-changing (reporting) landscape: Don't think that you can pull reporting the same way every single time. 2. All of the fun KPIs that are on the back end of Facebook Business Manager, and how to translate these for your agency clients. 3. Our best practices on how to deliver client reports to clients. As client account managers, we handle client meetings for the agencies we work with, so we live and breathe in reporting life. Take a listen in to this week's episode and we promise you'll be inspired to up-level your client comms when it comes to reporting 👀

When looking for ways to improve your hiring process, the interview portion is so key for capturing insight into top talent. Virtual interviews also mean it's that much harder to pick up on someone's vibes, social cues or demeanor when they don't have a screen (or script!) in front of them. So what do we do? We use a hybrid approach where we start with a casual phone call/coffee chat before moving into more hard skill-focused assessments and cases where we look for star Client Account Manager qualities. It's all about doing a gut-check and gathering as much insight to a candidate as you can before signing them on as your next unicorn 🦄 Tune into this episode where we cover key Interviewing 101 questions such as: What are the main things to look for in interviews? How do you verify someone's technical skills and abilities? How do you set expectations on a role and dive into candidate's expectations? As an agency owner, where can I go to get your exact hiring process used at DOT & Company? (Yes, we're sharing ALL of our secrets too. 👀👀) Cheers, to happy clients! [HELPFUL LINKS] Our EXACT Hiring Process [Step by Step Guide]: Sign up here. 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.

When you trust your intuition in business, everything else falls into place. Well, at least that's what we learned in our chat with Charlotte Powley of Pow Wow Media. As Charlotte says in our episode, "what is the right decision to make? if you make a decision for yourself, it's never going to be the wrong decision." In this episode, you will learn: How the team at Pow Wow media chooses their clients and the 3 key factors they look for in a new client Important advice if you're starting an agency this year Why hiring doesn't have to feel stressful if you're aligned with your intuition Listen in to this week's episode and be sure to check out Charlotte and the team at Pow Wow media! Until next time, Cheers to happy clients. P.S.— looking to outsource your client management? We've got you. Find us here. [HELPFUL LINKS] Visit Pow Wow Media: here Follow Charlotte on Instagram: here Onboarding Checklist: Grab our onboarding checklist here.  Swipe File: 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.

If you're not on the Loom train yet, you're about to be. 🚋 Loom is a wonderful software that you can download directly onto your computer, or add as a Google Chrome extension tool. Loom records your screen, your voice, and even your video all at the same tell to help you create quick and easy walk-through videos for a variety of stakeholders. The beauty of this platform is you can record up to 5 minutes of screen-sharing for free each time you use it, and the clips will save directly to your clipboard.  You can also leave comments directly in the Loom application (or ask clients to leave their feedback!), which can help you cut down on meetings and transform your clients communications. Tired of having a weekly check-in that just takes up space? Getting lost in the numbers and jargon of your reporting software? Loom is our go-to for cutting down on client (and internal!) meetings, and leveling up our reporting and communication skills by supplementing these quick and seamless walkthrough videos to personalize our touchpoints. Tune into today's episode of #TheHappyClientsPodcast where we dive into the many reasons why you should start using Loom if you don't already. Now—more than ever—is the time to upscale your virtual communication tools.  Cheers, to happy clients!

Calendly is a life saver in our agency. From integrating multiple Zoom links, to scheduling our podcast, and syncing group calendars with teammates, this tool has been a game changer and is our favorite scheduling platform by far. Whether you have the free version or upgrade to paid, Calendly can drastically improve your agency's workflows, customer success, scheduling headaches, and so much more. Check out this Calendly hack we discovered that shows just how user-friendly and efficient this tool is. 👇  CALENDLY HACK When booking sales calls or client meetings via text or social platforms, you can create the following keyboard shortcut on your iPhone to help fire off your scheduling link in a flash. Go into Settings > General > Keyboard > Text Replacement > Type 'Cal Link' [for example] > Insert Calendly Link under 'Shortcut' ~~Now every time you are in a messaging app, when you type 'Cal' your link should pop up immediately! Tune into the episode for the full scoop, and watch your scheduling and double-booking nightmares wash away. [HELPFUL LINKS] Curious about how to update clients on the recent iOS changes? Grab our iOS email template 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!