The Happy Clients Podcast

Hiring someone to manage and nurture your clients is an exciting step — aaaand we know a thing or two about hiring Account Managers (we do it day in and day out ☀️🌛). In this episode, we delve into why Agency Owners often seek to hire a Client Account Manager. Plus, we explore the barriers that can come up and provide insights on overcoming them! We also share key points that should be considered before pulling the trigger. Such as: Candidate Experience — Identifying whether you need someone who's experienced (and ready to hit the ground running) or do you have time to train someone more junior. Defining the Account Manager role — It's important to consider what the Account Manager role will look like inside your agency. [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!

It can be tough finding the right talent and scaling your media buying team, right?! If that's a yes, then this episode is for you. We chat with Janak Mehta from Clients Online, who has been in the digital marketing industry for over a decade. He shares his journey of building his agency, scaling a media buying team to also offering wholesale media buying services. Listen to this episode where Janak talks about a light bulb moment when he realized that if he wants to scale, then he can't do it all himself (sound familiar? 👀). So he invested in creating SOPs, meaning all processes were captured and he could start hiring and building a team (and yes, scaling his agency). [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 curious about implementing a 4-day workweek at your agency but don't know where to start? In our latest podcast, Paul from PaulGregory Media shares his agency's success story with a 4-day workweek pilot. During the pilot, employees had Fridays off — and the agency saw great results. They were MORE productive over this time, and employees loved the work-life balance. Huge WIN-WIN 🥳 Listen to this episode to hear Paul's tips for how to implement the 4-day workweek and ensure it's a beneficial outcome (like it was for his agency) for both your internal team and clients. If you're a nonprofit or mission-based business looking for an agency reach out to Paul at PaulGregory Media ⁠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!

We're answering our most frequently asked question from Agency Owners 👀 How many clients should a Client Account Manager be managing? We're here to tell you that there's no one-size-fits-all answer to this question, buuuut after years of experience we have broken down the key criteria to consider. We call this the Capacity Index. Listen to this episode where we go through the 3 key considerations: Meetings Service load Admin work While there are no hard and fast rules for how many clients an Account Manager should handle, understanding capacity and the experience you want to deliver to clients can really help determine how many clients an Account Manager should be looking after. If you're looking for help with your Account Management or guidance on how many clients your Account Manager should be managing, reach out, we'll be happy to help! Book an intro call today. [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!

Say goodbye to chaos in your team's workflow and hello 👋 to streamlined success with standard operating procedures (SOPs). This week's podcast episode delves into the importance of SOPs and the secret to creating them. As a team, it's easy to get caught up in day-to-day tasks and lose sight of the bigger picture. However, SOPs are SO important for not only improving efficiency and productivity in your agency but also creating a consistent experience for your clients - WIN 🥳 [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!

Have you been a guest on a podcast? Do you feel uncomfortable with the word 'publicity'? Listen to this week's podcast to hear why you shouldn't think of publicity as a dirty word and instead see it as an opportunity to grow your agency. We chat with Christina Lenkowski from Publicity by Christina, about why podcasts are a great platform to leverage publicity. Being a guest on a podcast is an authentic form of marketing — as Agency Owners can build trust and connect with the audience, which typically brings in more qualified leads who are ready to engage and invest. [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 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!