The Happy Clients Podcast

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!

Lead Gen is one of the best forms of marketing online. The lead gen funnel queen herself, Jenna Curry, joined us last week to teach us her proven strategies to closing more leads. Spoiler alert: The fortune is in the follow up. A Winner of the Wilmington Chamber of Commerce 2017 Entrepreneur of the Year Award, Jenna is well known for her ability to create online sales funnels that CONVERT. Using the power of targeted content, landing pages, Facebook, Instagram, Google & LinkedIn’s advertising platforms, email sequences, and a suite of digital tools, Jenna focuses on driving ROI for businesses. You can check her out more at Remedy Digital Agency. Tune in to this jam-packed episode where Jenna dishes all about how to build killer lead gen funnels, what her proven follow-up techniques are, how to manage client's expectations on their funnels, and her expert advice to closing more sales.  [HELPFUL LINKS] Just closed a new sale? You need our Client Onboarding Checklist: Grab 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!

So let's be honest: burnout is a real thing. And we've had our fair share of battles while trying to continue scaling as an agency while not letting the struggle get real. We are here to tell you that if you're feeling the same pressure to work late into the evenings, have days that blend together, and feel like you're spinning on a constant hamster wheel, you are not alone. We hear you, we see you, and we are making strides to staying happy, healthy, and productive while tackling WFH like a boss!!! In this episode, we share a few of our tips to thriving in the WFH life and kicking burnout to the curb. 🙅 Here are our top 3 guiding principles for saying bye to burn out: 1—Start with a mantra or a daily practice of gratitude 🤗 2—Dedicate a space solely to your work and learning 💡 3—Arguably the most important piece: BOUNDARIES ⚠️ Tune in to get the full scoop!

Have you ever wondered what it's like to run ads for top brands like The Grammy Awards, Fable, and Hero? On this week's episode, we had an inspiring conversation with Angelo Dodaro and Kelsey Cole, founders of MVM Inc. Their case studies are insanely impressive, and their vibes are legit. After listening to this episode, you'll learn: How MVM creates brand-centric creative that converts Team structure of a scaling agency; who's on their team? Husband-Wife agency: how do they make it work? Listen in to this power couple— you don't want to miss this learning opportunity! [HELPFUL LINKS] 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.

Working with a YouTube ad agency is a little bit different than traditional Facebook ad agencies. Firstly, there's a lot more involved in the onboarding process because it's a very creative space. YouTube ads are not so 'plug n' play' and a lot more inspiration. On this week's episode, we have invited Mandy Miller, a Client Account Manager extraordinaire, and a member of our DOT & Co team. In this interview, we dig right in and talk all about YouTube ads. We will answer your questions, such as: What's does our Onboarding Process for YouTube Ads look like? Creative Assets: What does a YouTube Ad (video) involve from a creative standpoint? Assets required? What does our role as Client Account Manager look like in a YouTube Ad agency? If you're an agency owner who already does YouTube ads, like is a must-listen. You'll learn some tips and tricks by taking an inside look at one of the top YouTube Ad agencies around. And, if you're not yet playing in the YouTube Ads world, you're in for a treat! Until next time, Taylor P.S.— looking to outsource your client management? We've got you. Find us here.  [HELPFUL LINKS] 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. Cheers, to happy clients.