The Happy Clients Podcast

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!

We talk to agency owners every single day and a question that often comes up is: when to hire a Client Account Manager? We're here to give you a peek behind the curtain on what the typical pain points are that agency owners are experiencing when it's time to bring on a Client Account Manager (and when it's not quite time yet). TIP: If you're stuck in client emails all day and don't have time to focus on growing your agency, then it may be the right time to hire a Client Account Manager. In this episode, we're also spilling our secret sauce and diving into the details of our hiring process for finding superstar Client Account Managers. We get over 600 applications a month, so we know a thing or two about how to find the best talent. It's not a short process but it's how we ensure we find unicorns for our agencies 🦄 Like this episode? Here are more episodes on hiring Client Account Managers: ✔️ How An Account Manager Can Be A Profit Center Vs. A Cost Center ✔️ How Do We Present Ourselves As Full-Time Account Managers Inside Agencies (For Less Than 20 Hours/Week) [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!

Meet Ryan Pullano—a professional DJ (!) turned digital marketer. As an entrepreneur, he combined his love of marketing and computers to build a successful agency that's now focusing on the Medspa space. In this episode, we pick Ryan's brain on the top health hacks and tools that high-performing agency owners can use to level up their productivity. HINT: Sleep plays a huge role and Ryan shares the key bio hacks he has integrated into his life. If you're a marketer or agency owner, you'll hugely benefit from hearing the bio-hacking tools Ryan is using every day. [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 we talk about the life of a Client Account Manager, there's a lot that goes into this role. Not only are CAMs client-facing and in-charge of client relationships, there's a ton of other Project Management facets and operational pieces that go into the role that can sometimes be overlooked. Most importantly, though, we need our team to be efficient (like, really efficient). The benefits of a strong, efficient Client Account Manager are endless— but you already know what they are: Greater productivity and efficiency. Less stress. Happier clients. We like to call ourselves: The glue between the digital marketing agency and their clients, and our goal is to ensure clients are happy, and the team has what they need, and nothing falls through the cracks. [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!

You know the client experience can make or break a project. 📌 You wish you could upload your brain to new hires so they could understand your agency from day one 📌 You want to scale the business, but you know your systems and team aren’t set up to sustain success 📌 You don’t have the time or energy to follow up with your team 24/7 (or double-check their work) The best way to do that? Systems. It's time to put your client management on autopilot. All the systems and templates in the world are worthless if they don’t automate the next steps for your team—ours do. And in this episode of The Happy Clients Podcast, we're giving you an inside look at what SOPs and systems we make sure agencies have in place. Eeeeeek! Can't wait for you to listen. [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!