The Happy Clients Podcast

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!

In this episode of The Happy Clients Podcast, Katie interviews Taylor on the growth of DOT & Company since day one. We meet with agency owners 👏🏾every 👏🏽single 👏🏻day but we figured, why not share our story of how we've grown DOT & Company to where we are today? In this episode, you will learn everything about DOT & Company, what we do, and how we started. [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!

The benefits of good time management are endless— but you already know what they are: Greater productivity and efficiency. Less stress. Happier clients. But how do you train your team to be the most efficient with their time (that you're paying for)? We're the QUEENS of time management, especially as fractional account managers. We work inside multiple agencies at once, so we need to ensure our schedules are nailed down, our to-do lists are hyper-organized, and we're being the most efficient account manager we can be. In this episode, you'll learn our best tips for time management in an account manager role. Forward this to your team for even better results! [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!

There's one thing we know for sure— agency owners love to be in control. Sound familiar? When we meet with agency owners, this is the biggest thing they say: "I need someone to take over my client communications, but I feel like I can't give that up" 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). Here's what you need:  willingness to loosen that white-knuckle grip on control and hand over the reins to experts in account management (hey 👋) In this episode, we'll fill you in on how we coach agency owners to loosen up the control and finally have some space to think. We'll see you in this weeks' 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!

CAM School — Client Account Manager School — is a comprehensive training program for your in-house Client Account Managers to fast-track their understanding of the digital marketing industry, campaigns, and how to make (and keep) your clients happy. Whether you’re a client management pro or training your team to replace you in this seat, becoming a CAM School-trained Client Account Manager is our secret how-to. You'll leave with an understanding if CAM School is right for you. We'll see you in 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!

Here at DOT & Company, we are all about the perfect match! And that's a two-way street. If you aren't the perfect match, we will let you know. What we look for in an agency is easy: culture, clients, stability, and an overall vibe that we know will be a perfect fit. But what about when it's not... If you're doing THIS, you don't need to hire us; but don't worry, we help figure out what you really need. There are certain red flags that come with any relationship. So if your agency has any of these flags, DOT & Company is not the match for you. We love the remote life. We are a company that is entirely remote. Client Account Managers love the laptop life, and it's encouraged. No need for corporate culture here, we thrive in making our own schedules while keeping clients happy. If your team is in-house, working at a round table and bouncing ideas back and forth while chatting over the water cooler - then you can pass on DOT & Company, we are not the fit for you. [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 a remote world, agency efficiency is necessary. In a perfect world, your clients would be fully supported, timelines are always met and your team is thriving. And the icing on the cake? It's all done in a fraction of the time. Too good to be true? Nope! DOT & Company is facilitating premium client account management at a fraction of the time. So how do we do it? DOT & Company thrives on efficiency and bringing in the right talent. We love a checklist, and process, in fact, the more tasks the better! But we always get asked, how we can do it in a fraction of the time? Having a fractional client account manager dedicated to building relationships with existing clients, onboarding new ones and maintaining processes for maximum productivity makes sense. Having that dedicated person repping for your agency is a no-brainer. What makes working with us so exciting is that your agency can have full-time support in a fraction of the time and DOT & Company has dedicated an entire business to make that possible. Humble brag, we know what we're doing! Listen for our tips on how we prove efficiency within digital marketing agencies. [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!