The Happy Clients Podcast

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!

This week on the podcast we have our final training with operations expert, Alyson! So, you've taken the leap and finally hired a Client Account Manager - well done you! BUT how do you manage your Account Manager to make sure you're getting an ROI and setting them up for success? We've said it once and we'll say it again, a great Client Account Manager can really have a positive impact on an agency's bottom line. Listen to this week's episode where we're sharing the exact systems, KPIs and management tools we use to get the best out of our Client Account Managers. Bonus Resources: Check out CAM School for Client Account Manager Training HERE Check out Better Business Bundle for everything you need to run your agency more efficiently 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!

Are you ready for Part 2 of our training series with operations expert, Alyson? In this week's podcast, you’ll learn not only what to consider before hiring an Account Manager, but what things you should have in place before you do so. If you hire a new Account Manager, you want to set them up for success 💪 We're digging into the best ways to do this and sharing takeaways you can start doing RIGHT NOW! The truth is, removing you from the day-to-day of the business can feel uncomfortable. But it’s also liberating, freeing you up to scale the business (or, you know, sit on a white-sand beach sipping bottomless Pina Coladas 🍹). [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!

This week on the podcast we're V EXCITED to share a training series we hosted with Alyson, Operations Expert. We're diving into the #1 asked question from agency owners: When Should I Hire An Account Manager? We’ve heard it all before. I’m not ready I need to get my processes and systems organized I need to learn how to train an account manager I don’t have time to train It’s easier to just do it myself It’s just not the right time. Here’s the truth: Any time is the right time to hire an Account Manager. [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!

Perhaps you're hesitant to hire a Client Account Manager because you don't have the time to train someone OR you've hired an Account Manager before, and it hasn't gone well. BUT not having a dedicated Client Account Manager in your agency could hinder your growth! In today's episode, we're chatting about the value of having an experienced Client Account Manager in your agency. 'Experienced' being the keyword. You need someone who already has an in-depth marketing understanding AND knows how to build client relationships 🤓 A Client Account Manager who meets this sweet spot of having technical marketing expertise coupled with a friendly personality - is when you're really going to save time and money! The right Client Account Manager not only streamlines processes to make the agency more efficient (so you can scale 📈) but can also have a big impact on client retention! [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!