The Happy Clients Podcast

Building a business is like building a house. Just as a house needs a solid base before you can assemble the frame, your business needs a strong foundation in place before you can expand.  Think of your business as a blueprint for success. Get it right, and you can grow and scale with ease!  But how to get it right is where it gets tricky. That’s why we sat down with Sarah Duran to discover the framework she built to help freelancers, consultants, and coaches across the globe redefine work on their own terms and achieve total control of their business.  Sarah walks us through the three fundamental questions she asks each and every one of her clients–guiding them back to the foundation they need to build a microbusiness that empowers them instead of holding them back. Learn more about how Sarah can help you find instant clarity on what you need to do next in your business, and don’t forget to check her socials for the entrepreneurial inspiration you need to ignite your creativity: ➡️ Instagram ➡️ Meta ➡️ LinkedIn [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!

In this episode, we’re excitedly joined by digital marketing guru and agency coach, Jason Swenk, the mastermind behind Agency Mastery 360. Over the years, Jason has equipped thousands of agency owners with the tools they need to create predictability, wealth, and freedom in their business. And, he did this for himself and his own agency. After a decade of coaching agency owners just like you, Jason shares his secret sauce for doing more of what you love, and less of what you don’t. If you're an agency owner who wants to transform your shop from a burden to an asset, this is THE episode for you! [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!

Our team's passion for flexibility and productivity has not only shaped our dynamic work culture, but has also unleashed our creativity and innovation. No matter where we are—from our at-home office, to a café, to the airport—we're always ready to bring fresh, exciting ideas to our clients. In this episode, Olivia shares her experience as one of our Client Account Managers and why she loves the remote 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!

Are you worried about what will happen if your Account Manager leaves your agency? It's a topic that often comes up when we talk to Agency Owners, so on this episode, we're chatting about the impact this can have on clients (Good news: it doesn't need to be a negative thing) and tips for how to help the transition. As of this moment, do you have an Account Manager SOP built out for your agency? If not, we highly recommend you get onto this. Not only is it best practice to have all your processes documented BUT having a detailed SOP really helps when your Account Manager is moving on. An SOP means that while it'll be a new face, the level of service stays the same! 🔥 Pro Tip: when communicating the change to clients, keep it positive – let them know you have a plan and that this won't affect their account's results. Listen to this episode so that if letting go of an Account Manager does come up, you're prepared. P.S. Want access to our SOP templates that we mention in this episode, then join CAM Community today. Find out more. [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 can I expect my Account Manager to take over from me?  This is one of the most asked questions we receive from agency owners, so this week on the podcast, we're sharing the answer. In this episode, we share the tools and processes that we have in place to help our Account Managers onboard into an agency quickly and efficiently 🔥 Listen to hear the answer to your burning question: How long does it take for an Account Manager to take over? P.S. If your goal is to get out of the day-to-day, it is possible we've seen it time and time again. Reach out to ⁠book an intro call ⁠with us to learn how we can help you. [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!

Do you have a robust performance evaluation process in place? We're often asked about how we manage performance reviews with our Account Managers – and today we're sharing our step-by-step process! Taking the time to formally put in place a performance evaluation with your employees is pivotal for ensuring that they feel heard, valued, and supported. Plus, it's the perfect opportunity to make sure everyone is aligned on expectations, wins are celebrated, and that growth is acknowledged 🌱 In this episode, we're walking you through the exact review process we take with our Account Managers, including the employee evaluation form that we use. BONUS: We're sharing our Performance Review template, download it 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!

Karl Sakas, an agency consultant and author, shares insightful strategies to help agency owners break free from the daily grind. He discusses the importance of defining roles and knowing when to hire junior versus senior staff. Karl also introduces the concept of the starter/finisher continuum, showing how diverse founder types can work together. With practical advice on planning future roles and the four D's—do, drop, delegate, defer—he empowers owners to reshape their responsibilities and thrive. Tune in to discover how to work less and earn more!

This week on the podcast, we're thrilled to have Brent Weaver, CEO of Ugurus. He has been on our list of wanted guests for a long time! Brent Weaver took the learnings from his first successful agency (that he started in high school 🤯) to build Ugurus, a business dedicated to helping agency owners grow and scale their digital agencies. In this episode, Brent shares the one thing that he thinks makes the biggest difference to agency owners...which he learned the hard way when building his first agency! He also shares his top tips for hiring and growing a team – recommending putting the effort in upfront, as it'll help you find the right fit. We also dive into the main pain points that he sees when working with agency owners and share guidance on how to overcome these 🙌 If you're an agency owner who wants to thrive, don't miss this episode! P.S. If you're looking for help – check out Ugurus.com. Plus, if you would like access to the Agency Accelerator Kit mentioned in this episode, reach out to Brent@ugurus.com [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!

Growing a client management team is essential for any marketing agency that wants to scale and be successful. Buuut that doesn't mean it comes without its challenges. From onboarding new clients to keeping the relationship fresh with long-term clients, there are many hurdles to overcome. In this latest podcast episode, we dive into the 10 most common struggles agency owners face when growing their client account management team. P.S If you're growing your Client Account Management team and are looking for a unicorn-status (🦄 ) Client Account Manager, who's ready to hit the ground running, then book an intro call with us today 👉 https://www.dotandcompany.co/services [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!

Discover the insider secrets to building a top-notch sales team for your agency in our latest podcast episode!This week we have a special guest, Joey Gilkey, who brings a wealth of knowledge and experience with sales for marketing agencies! He started his own agency, ApexRevenue, specializing in sales operations and sales management, so you KNOW he’ll bring the goods in this episode.We dive into the different skill sets and key traits needed in a salesperson— so if you’re hiring or thinking about outsourcing your sales, you’ll save a few steps (and $$!).Lastly, we share some no-nos that you shouldn't do when it comes to sales and what you should do instead!If you're looking for support in sales for your agency, then Joey and his team may be able to help. Find out more at Apexrevenue.com.You can also find Joey in his Mastermind group 👉https://bestdamnmastermind.com/[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!