The Happy Clients Podcast

Retiring from your business may or may not be top of mind, but maybe it should be! Learn the tried and true of retiring from your business that you grew from the ground up. Hint: delegation is key, and there are some best practices you 100% need to know. Listen in from an entrepreneur, and Taylor's mom, to learn the juicy stuff behind retirement life. [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.

When a new client comes on board, we all know how important it is to 'wow' them, but oftentimes you're already onto the next client to close. You're a busy agency owner, and maybe you're still the one who's onboarding your new clients into your agency. We're big fans of having systems in place to ensure your clients are taken care of and they feel like they're your only client, and this fool-proof system will ensure you take your client's happiness seriously. Onboarding System Firstly, you must have an onboarding system (grab ours here if you don't have one). Inside of that system, simply have a section for 'Happy Clients'. In here, add some to do's for yourself or someone on your team, with due dates, to ensure you don't forget about your lovely clients! Welcome Cards + Gifts— to send or not to send? Start here: When you have a new client sign on the dotted line, pull out your pen and a card and write them a loving message. Here's an example: Hey Betty! We're so thrilled to welcome you to the Agency XYZ family. Thank you for trusting us to help grow Betty's Soaps! Let's make 2021 the best year yet. Cheers to your success! -Tom Don't have cards? Grab some now on Amazon— a simple card will do the trick. If you do business with people outside of your country, ensure you're stocked with international stamps so you can easily get it in the mailbox the same day. Another option, if within your budget, is to send your new client a welcome basket! Here are a few options we've sent to clients: Canada: Baskits Plant Collective USA: Lula's Garden Milk Bar Store Message: Betty, we're so excited to be working with you. Cheers to your success! Tom and the team. On-going Gifts— are they necessary? Uhhhh YES! Who doesn't love to receive a gift? Something small, like a $10 coffee card goes so far— trust us. When you've been working with your clients for 2 weeks, hit them with a Starbucks Card. It's super easy and lets your client know you're thinking of them and value their business. This will take 5 minutes— what are you waiting for!? Go to starbucks.com (ensure you're on the correct website depending on your clients' home country). Choose a pretty digital e-gift card. Write them a message like Betty, we wish we could take you for a proper coffee date in real life, but this will have to do for now! Enjoy a treat on us. -Tom and the team. Send to their email! Listen in to this week's episode to hear the full details of client gifting, [HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here. www.dotandcompany.co [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, what's the difference between a project manager and a client account manager? It can be confusing at times, and especially when you're trying to figure out WHO you should hire in your agency. In the episode, we unpack the main differences between a project manager and a client account manager and help you figure out who you need in your agency. Let's get into it. Cheers, to happy clients. [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.

Wait, what is an SOP? Do I need one? You’ve heard before that you ‘must have a standard operating procedure in your agency’. But what do you actually need to ensure you’ve prepared it properly? How often should you update an SOP? What should be included in an SOP? Where do you start? In this episode, Emma from the DOT & Co. team will teach you exactly what you need in your SOP docs and why. Emma is the leader of our training side at DOT & Co. and she’s someone you should definitely learn from. Ready to learn what an SOP is and why your agency needs it? Listen in. [HELPFUL LINKS] SOP Template: get on the waitlist 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. Cheers, to happy clients.

Productivity Tips From A Time Management Expert For a lot of us agency owners, work from home life is nothing new. But how can you make the most out of your day, while maximizing productivity and maybe having time for a lunchtime coffee date, or to stop working at 5 pm? In this episode, we don't want you to just learn how we have become productivity machines, but we want to leave you with the exact steps you can implement into your day today. Ready for the most productive day ever? Listen in. [LINKS] 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.

Do you set goals for the new year? We sure do! Listen in to our newest episode, and first of many in 2021! We'll talk about all of our own goals.  1. Training 2. Hiring 3. Customer Service 4. Products Lots of fun stuff in this episode! Want to watch rather than listen? See this episode on YouTube here.  [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.

How To Onboard Your Clients In Your Agency In 2021  We see you. You’re mapping out sales funnels and whipping up copy for Facebook Ads like it’s your job (wait—it is your job!) But between creating campaigns and measuring analytics, it can sometimes feel impossible to stay on top of all of your client communication. You know the client experience is essential to repeat clients, but hell if you know how to nurture those long-term relationships. That’s where we step in. In this episode, we're going to give you the EXACT formula we use to onboard clients, from small agencies to large. You don't want to miss this. Let's get started! [LINK] 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.

A big part of building this relationship with clients is in meetings— whether it's the kick-off call, a bi-weekly catch-up meeting, or a monthly strategy call. The biggest part of our role is to be the friendly face of the agency and be a cheerleader to the client. At the end of the day, clients want to feel heard, and they want to feel that they're your only client. If you, the agency owner, are still in that client-facing role, cool! Or if someone on your team is the person facilitating these meetings, even better. In this episode, we're going to drop some of our key tips to leading an excellent client-facing meeting. Opening up the meeting, small talk Taking control Agenda Wrap-up Follow-up Important Links:  Checklist: www.dotandcompany.co/checklist

From Popsicle King to Media Buyer Extraordinaire | An Inside View of Agency Life with Paul Cassimus Inside a digital marketing agency, there are many roles other than client account managers. A key player is a media buyer, and it's no small feat. In this episode of The Happy Clients Podcast, we interview Paul Cassimus, media buyer extraordinaire, on how he went from teacher to popsicle business owner, to now marketing expert.

You’re drowning in emails, overwhelmed with client correspondence and project timelines. You’re worried your clients feel forgotten, but you can’t get out of the day-to-day long enough to give them the attention they deserve. The thought of someone else taking over the client relationship that YOU have build can be stressful. But in the episode, we're going to show you why and how giving up some control can be hella-amazing for your agency, and create room to scale, and maybe take a vacation or two. In this episode, you'll learn what life looks like with a client account manager.