The Happy Clients Podcast

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!

With the Holidays just around the corner, we hear a lot of people buzzing about what to give their clients. But in our opinion, this should be a part of your overall marketing strategy and budget for the year! 🎁 Now, stick with us... We did a previous episode on gifting, where we walk through different options (watch this episode here), but in today's episode, we're talking about the strategy of gifting. As an agency, our clients are trusting us to help build their businesses, but we also want to build a deep relationship with them. Sending thoughtful, personal gifts to your clients could be the difference between months or even years of continued relationships. [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 addicted to being busy? Do you feel a compulsive need to fill up your schedule? Do you become anxious at the thought of slowing down and not getting things done? You're nodding your head along, aren't you? ✋ We see this SOOOO frequently with agency owners — they think that once they hire a Client Account Manager, they'll finally get to the other things in their business, but they just get busy with other tasks. [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 identifying who YOU need inside your agency—an Account Manager or Project Manager. Simply put, an Account Manager is responsible for keeping the client happy. How do they do that? → By being super proactive with communication and project updates. → Providing strong hand-holding for the entire process. → Keeping the team aware of project stages and where the client is at. ... all while ensuring everything is operating smoothly from both sides. You're right— there's a lot of overlap between Account Managers and Project Managers. [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!

So, you’ve already hired a client account manager (or 2 or 3) - GREAT START! AND now you’re wondering whether it’s time to pull the trigger on hiring another superstar account manager? 🌟 If these sound like you then it may be time to hire another account manager... which is a great sign that your agency is growing! 👏🏼 Listen to the full episode where we dive into each of these signs. Bonus: If you’re unsure how to calculate how much time you need from an account manager, then listen to THIS EPISODE, where we show you how! [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 are often asked, should I invest more in training my account manager or hire someone else? It can be a tough decision - as we all know how important it is to have someone you can trust to look after your clients. Otherwise, you’ll never get out of the day-to-day client communication! To help, we’re breaking down the 4 key qualities we look for in a client account manager: Personality Confidence Speed of communication Quality of communication & attention to detail We also dive into what the red flags are 🚩i.e., when it’s time to hire someone else. [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 doing things a little differently and sharing an inside look at one of our internal DOT team webinars. That's right, you're peeking behind our curtain! We’re talking all about becoming irreplaceable as a client account manager. Or how we like to phrase it: we are what Kelly Rowland is to Beyonce, and our digital marketing agencies are Destiny’s Child 🎤 Having knowledge and expertise in digital marketing is one thing, but how do you become the go-to person in the agency and build long-term trust? We’re dishing out all our top tips and best practices for how to build trust and win the confidence of those around you (agency owners AND 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. Cheers, to happy clients!