The Happy Clients Podcast

Are you an Account Manager struggling to impress your agency owner or boss with your work? We've got you covered with this week's episode: "How to Impress Your Agency Owner with Killer Reporting and Metrics" Our recent training session was filmed live and made exclusively available to members inside CAM Community. Buttttt, we're giving you a free sneak peek into this training in this week's podcast episode. Inside this training, we'll show you how to: Implement the Client Success Tracker ✅ How to measure client satisfaction using the Net Promoter Score (NPS), a proven method for gauging client loyalty ✅ Give YOU the tools you need to impress your agency owner and take your career to the next level ✅ [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!

If you're looking to boost your client retention rate, you've come to the right place! These are just some of the struggles that many marketing agency owners face when it comes to client retention. But don't worry, we've got you covered! In this episode, we'll teach you how to improve communication, build strong relationships, and create successful partnerships with your clients. So, don't miss out on this valuable information and take the first step towards a successful client retention strategy. We have resources for becoming irreplaceable as a Client Account Manager — from strategy scripts to reporting guides. All these resources and more are available in the CAM Community, so make sure you check it out here. Client retention takes effort, but don't worry, we believe in you and we're always here to help. [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 tired of disorganized and inefficient project management in your digital marketing agency? This week on the podcast, Emma Watt, our Training Manager, shares her expertise on the do's and don'ts of integrating a project management platform into your agency. Listen to discover: The fundamental starting points of successful project management How to get the entire team on board with your project management platform The importance of documenting Standard Operating Procedures (SOPs) [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!

Working remotely has become increasingly popular in recent years, and for good reason. Remote working offers many benefits, like increased productivity, freedom, and flexibility 🔥 DOT & Co. is a fully remote team, so this week on the podcast we chat with Jillian, who has been a remote Client Account Manager for almost 2 years. We dive into what Jillian's day-to-day looks like. She loves having the ability to plan her day around what calls she has on, whether she thinks she'll work better at a coffee shop that day or choose to knuckle down at home to get work done. This flexibility allows her to be more efficient and get more done in less time. [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!

Today on the podcast we chat with Molly who's the founder of Virtual Assistant Management! She dreamed of having more freedom and flexibility in her career, so left her corporate job and became a Virtual Assistant (VA). That was 10 years ago, and now she's running her own Virtual Assistant Management agency, placing the perfect fit certified professional VAs into agencies and businesses. Molly also runs training programs to teach competency in the Virtual Assistant space, ensuring her VAs are confident and ready to be placed into businesses. [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 talking allll about boundaries and why they're so important to set. As Sheena, our very own Client Account Manager says — good boundaries start with managing expectations. We chat about how to manage expectations from the start (we don't want to sound like a broken record but clear communication is key). So that means confirming deliverables and timelines from the get-go (in writing ✏️). [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!

We're back for 2023! In this episode, we're speaking with guest Adam Weil from White Rabbit Group. Adam touches on the difficulty he had outsourcing web dev previously (I'm sure some of you can relate). Then fast forward to now, where he's running an agency that partners with agencies offering custom design, website dev, and app development. We chat about what White Rabbit has put in place to overcome those typical challenges that occur when outsourcing — transparency and good communication being key. Plus, he shares how they've built a strong culture as a remote team, from Slack challenges to a trip to Bali 🌴 BONUS: If you're interested in apps, make sure you listen, as we also dive into why offering app development can be valuable. If you want to connect with Adam at White Rabbit - schedule a call with him 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!

In our final episode of 2022, we're wrapping up the year by talking about what NOT to do when you have more than one Account Manager. It's an exciting time when your agency has grown so much that you need to bring on another Account Manager 🌱 - WIN BUT how do you make it a smooth transition for both your team AND your clients? We're breaking down what not to do and sharing what you should do, like ensuring your clients have a dedicated 'go-to' person. Listen to this episode to check that you're not making any of these mistakes! We'll be back with more episodes in 2023 from 9 Jan - we can't wait to see you then! [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!

Remote working has become a lot more popular, in the last few years, as many businesses had to adapt during the pandemic. Buuut we think it should be here to stay, and here's why - a remote team can actually have a positive impact on your bottom line. Plus, we've seen that a lot of people are looking specifically for remote opportunities, so by offering a remote role you'll not only attract more talent but it could also save you money in the long run: win-win! Sounds great, right? Listen to the full episode where we chat about the three key benefits we've found with having a remote team. [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!

🚨We're spilling our secret sauce for hiring premium Client Account Managers! Yep, we're sharing ALL the details of our hiring process from where we look for talent through to every single step that candidates take before being hired by us. We don't want to toot our own horn, but with over 600 applicants every month, we know a thing or two about finding the best talent! WARNING: It's not a short process but it's how we ensure we find unicorns for our agencies 🦄 If you've decided to hire an Account Manager and don't know where to start, we recommend you listen to this episode. [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!