Client Retention for Agencies: The Secret to Long-Term Growth

Insights from Tiffany, Senior Department Manager at DOT & Co.

If you’ve ever wondered how to grow your agency without constantly chasing new clients, the answer might be simpler than you think: client retention. On this week’s episode of The Happy Clients Podcast, Taylor sat down with Tiffany, Senior Department Manager at DOT & Co., to talk about why client retention for agencies is the ultimate game-changer.

Retention isn’t just about keeping clients happy. It’s about creating advocates who stick around, refer your services, and ultimately fuel your agency’s growth. In Tiffany’s words, “Client retention for agencies isn’t a side task—it’s the foundation for scaling sustainably.”

Why Client Retention Matters for Agencies

Tiffany shared an eye-opening stat during our conversation: a mere 5% increase in client retention can drive profits up by as much as 95%. Let that sink in. By focusing on retention, your agency isn’t just retaining clients—it’s amplifying profits, reputation, and stability.

Here’s how you can start improving client retention in your agency today:

1. Celebrate More Than Results

Retention starts with showing clients you value the journey, not just the destination. Celebrate creative milestones and process wins, not just final results. This creates a sense of partnership and keeps clients engaged.

2. Ask the Right Questions

Deep client connections don’t happen by accident. By asking thoughtful, open-ended questions, you’ll build trust and uncover opportunities to serve your clients better.

3. Set the Stage with Onboarding

First impressions are everything. A seamless onboarding experience helps set expectations and establishes trust—key elements in retaining clients for the long haul.

4. Monitor Client Happiness

Tiffany’s go-to tool for retention? “Traffic light boards.” These simple dashboards let your team visualize client satisfaction at a glance and act before issues arise.

5. Stay Proactive with Communication

Retention thrives on trust, and trust thrives on proactive communication. Tiffany recommends using “read receipts” to reassure clients you’ve received their messages and are taking action.

The Impact of Client Retention on Agencies

Retention doesn’t just benefit account managers. It weaves through every corner of your agency, from operations to sales. Agencies that prioritize retention grow faster, scale smarter, and create lasting client relationships that are invaluable.

Ready to transform your agency through retention?

Check out our comprehensive Retention Guide (linked below) for actionable strategies to boost client retention in your agency. And if you need help getting started, our team is always here to help.

GRAB IT 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!

🎙️ The Happy Clients Podcast is back with a bang! In this episode, Taylor welcomes back Joe, the mastermind behind Smart Pricing Table, to tackle a pain point every agency owner knows too well—proposal anxiety. If you’re juggling client demands, tight deadlines, and the quest for clarity in your sales process, this one’s for you.

Joe breaks down why being the first to respond can seal the deal, how vague proposals lead to scope creep nightmares and the psychology behind upselling. This episode is packed with gems to help you streamline your sales process.

[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!

Hey, hey, friends! Grab your favourite cup of coffee and get cozy, because today's episode of The Happy Clients Podcast is an absolute treat. Taylor welcomes Greg Hickman, a seasoned agency pro who's been shaking things up since 2014.

They dive into the nitty-gritty of how the agency world has evolved over the years and why the traditional full-service agency model is becoming less relevant. Greg explains his 🔥hot take🔥 on how productizing your services doesn't kill creativity; it actually requires you to be more creative in delivering consistent, high-quality 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!

We all want to know the "secret to agency success", but seeing the grind is equally as important.

Introducing Bryan Starck from 100 Celsius.

A year ago he hired a Client Account Manager from DOT & Co. to help with his growing agency. What we didn't realize was how crucial this role was to his agency's success!

In this episode, you'll learn:

1. Their new "north star" benchmark at 100 Celsius when we approach decisions re: clients = "How can we help our clients love their business more?"

2. The #1 reason clients stay with you (or leave). Communication is actually much more important to retention than results in Byran's opinion.

3. Similarities between how to surprise and delight clients happy with special moments & how to surprise and delight B2C customers via channels like email & SMS. This is part of our methodology for CRM marketing called "Dynamic Moments".

We know you'll love 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!

We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes.

We've launched our first-ever ✨Agency Spotlight✨ series.

Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies.

You're gonna love it.

[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!

ClickUp is quickly becoming the rage here in the agency space and we wanted to learn from the best... so we invited Gray from ZenPilot on the podcast to give you the inside scoop!

Gray and his team at ZenPilot work with agencies to help them deliver better client services without the chaos. With the help of ZenPilot, agencies follow a proven playbook to fix their systems, processes, and project management so they can scale their agency. They've worked directly with over 2,300+ agencies, and you get the chance to see inside the work they do.

In this episode of The Happy Clients Podcast, we cover:

1. Why ClickUp for Agencies?
2. Why did you choose agency/consulting vs. going back to the SAAS route?
3. Where do you see the biggest gaps in mid-sized agencies when it comes to operations?
4. A walkthrough of an example client onboarding process inside ClickUp

If you're an agency looking to move over to ClickUp, or you simply just want an inside look into a client management system, check out 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!

If you're in the agency space, you've most likely heard of GoHighLevel. And we (not so secretly) wanted to learn more in-depth the ins, outs, benefits, features of this amazing platform to see if it's a fit for our agency clients.

On today's episode, we're interviewing the FOUNDER of GoHighLevel, Shaun Clark, to share the inside scoop of all things GHL.

Listen in if you've been curious about using this platform 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!

Handing-Off Long-term Client Relations To An Account Manager... How To Do It?

The most asked question from an agency that's looking for support with account management: how many accounts can an Account Manager handle. Second most asked question? How do I hand over my long-term clients to an Account Manager?

In this episode, we run through how we coach our agency clients, and our client account managers, on transitioning your clients over! We want to ensure this is a client-centric approach, while also prioritizing removing you (the agency owner) from the day-to-day.

If you've been held up on this question yourself, don't miss today's 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!

We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes.

We've launched our first-ever ✨Agency Spotlight✨ series.

Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies.

You're gonna love it.

[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!

Hannah Nieves Consulting is a Marketing, Branding and Public Relations consulting firm, based out of New York. They work with lifestyle entrepreneurs and brands, through their trio: marketing, branding and PR. Hannah believes that "you can build a profitable brand that's anchored with your purpose and values all while designing a life you truly desire".

On this episode of The Happy Clients Podcast, we talk all things Public Relations.

Your questions answered:

1. What is Public Relations?
2. The HOT trends are happening in 2022 (that are not just pitching to Forbes or Entrepreneur)
3. Things you MUST consider when pitching your brand!

You're going to love 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!

If you're growing an agency, you KNOW the importance of hiring someone to take over client management— but is this a full-time or part-time role?

After listening to this episode, you'll learn what's the best plan of action for you and your agency. We're here for whatever you choose, but here are our thoughts. When we started, our goal was to help agency owners who needed premium talent who are efficient and not necessarily "full-time hours"

Reach out to chat with us about hiring someone part-time, or training your full-time team member. Don't have someone to hire full-time? We might be able 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!

A Chief Operating Officer's experience is all yours .... meet 321 Pockets

We invited Josh Johnston on The Happy Clients Podcast to talk about all things ops inside agencies. Josh Johnston is the founder and operator of 321 Pocket Ops. Josh stepped into the COO role of Welling Media from 2018-2020—Scaling to a multiple 6 figure monthly revenues, 20 employees, and helped in the undertaking of its successful acquisition. Today, Josh is consulting with various agencies in the U.S. and Europe to help them scale their revenues, teams, and profits.

In this episode, Josh tells all about what to hand off in your agency first. We can't wait for you to listen in!

[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!

How Many Clients Can One Account Manager Work With?

Or should we say... "How many clients should one account manager work with?

The most asked question from agency owners like you! And it's a good question. How else can you understand your margins on your clients?

In this episode, we'll answer your burning question: If I bring in an account manager, "How Many Clients Can One Account Manager Work With?"

Listen in to this week's episode on The Happy Clients Podcast to learn more.

[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!

On this week's episode of The Happy Clients Podcast, we had the pleasure of chatting with Pete Everitt, founder of the UK-based agency, So Digital and the proactive white-label SEO service, SEO Hive.

Pete’s journey is a testament to leveraging your strengths. Initially a problem-solving developer, he transitioned into management and eventually launched So Digital in 2016, followed by SEO Hive in 2020. His story is a beacon of inspiration for anyone aiming to break out on their own.

[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 wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes.

We've launched our first-ever ✨Agency Spotlight✨ series.

Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies.

You're gonna love it.

[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!

Making more profit and having insight into your finances is essential. I know that it can feel overwhelming as most of us (🙋🏼‍♀️ ) are more on the creative side and people side of the business, and brush finances to the side.

Am I right?

That's why we asked Adam Rundle from Clever Profits to come on this week's episode. He works with TONS of agencies just like you to help improve profitability using his unique and proven methods.

If you want to make more cash in your agency in 2022, listen in. This is gold.

[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!

Get access to your clients' Facebook & Google accounts in 2-clicks, with Leadsie. ✅

We believe that the onboarding phase is SUPER important and we're always looking for ways to make this process seamless for clients. When we heard that a few of our Client Account Managers were working with Leadsie inside their agency, we reached out to learn more!

We did a trial and it literally worked so seamlessly. I can't wait for you to meet the founders of Leadsie in today's episode! You can get a free trial by going to Leadsie.io/happyclients where you'll get a 30-day trial (rather than the usual 14 days!)

[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 interview Ian Dawson, COO of Direction.com

We love when we get to chat with the operations team inside an agency. It really gives you a different lens as most of us are in that visionary seat.

In this episode, you'll learn how Ian and the team at Direction have scaled up their team for success and how they're growing into the new year as a solid team.

You don't want to miss this. Listen in here.

Connect with Direction.com 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!

Welcome to DOT & Co! If you're new here, we're Client Managers for Marketing Agencies. Agencies hire us when they're getting in their own way of growth by hiring a trained pro from our team.

On this episode, Taylor interviews Agency Director (and co-host!) Katie on what to expect in your first month of hiring a Client Account Manager inside your agency.

It all starts with our Agency Portal. A checklist to make sure you have everything ready for your newest team member - your CAM!

You'll have more time to grow your biz and your CAM will be the go-to person for client comms in no time!

Curious if we could help? Email us! www.dotandcompany.co/contact

[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!

As an agency, who works with agencies, we get to see the inside of tons of different teams. But, do you?

We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes.

We've launched our first-ever ✨Agency Spotlight✨ series.

Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies.

You're gonna love it.

[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!

Zoom life is REAL and everyone is living online, now more than ever. Between internal meetings, client meetings, and DOT & Co. social culture, we do it all on ZOOM.

Here's how we combat Zoom fatigue and make every interaction the best possible!

Listen to this week's episode (or share with someone on your team!) to hear how we're combatting the zoom fatigue.

[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!

An entire year of The Happy Clients Podcast is rounding the corner and we're sharing Our BIGGEST Lessons with you!

To start something new is always scary. For us, a podcast wasn't about making the dollar bills rain. Rather, it was all about credibility. We wanted to put ourselves out there and show YOU that we actually know what we're talking about.

We get into the REAL reasons for starting a podcast in this episode. If you're curious, listen in.

[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 Danny from Optidge.

Optidge has developed a reputation as an agency that is highly motivated and provides results. They are persistent and creative problem-solvers who utilize their extensive experience to strategically develop cutting-edge Internet marketing and social media campaigns.

In this episode, you'll learn how Danny started his agency from SCRATCH to now a scaling team. He's brought on specific roles so he can focus on his strengths and really step into the visionary seat. It's quite remarkable what he's done with his agency to date.

You'll get a boost of confidence to KEEP going after listening to this episode. You don't want to miss this.

Connect with Optidge here: optidge.com

[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 week's episode, we are so excited to interview Todd from Tresnic Media! He is an amazing digital marketer and has a very unique strategy for growing and scaling his client's marketing.

His unique four-step strategy is like no other. We are excited for you to take a step inside his agency to learn the ins and outs of how he's grown to be where he is today. Not only is Todd an amazing client of ours but he has an inspiring agency owner that we think you will learn so much from.

[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!

Crafting Your Perfect Exit Strategy - Insights from Jonathan Baker on the Happy Clients Podcast

Hey there, fellow agency owners! I’m thrilled to share some golden nuggets from a recent episode of the Happy Clients Podcast, featuring Jonathan Baker, co-founder of Punctuation and a seasoned advisor to small and mid-sized marketing services firms. Jonathan’s journey from a marketing strategy consultant to founding a successful craft brewery, and now advising agencies, is nothing short of inspiring.

This episode is a must-listen for agency owners at any stage, whether you’re just starting out or contemplating your next big move. Jonathan’s expertise offers a roadmap to not just growing your agency, but doing so in a way that aligns with your personal goals and values.

Stay inspired, and remember—your agency, your rules! 🤝

[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 Rickilee from The Copy Collective. She and her team are experts in done-for-you sales copy for soul-led coaches, consultants, and healers. Talk about inspiring eh?

Rickilee has a unique approach to running her agency. In this episode, you'll learn how she's scaled up her team (including a client account manager!) and her process to getting out of the day-to-day and into the CEO seat.

[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!

What It's *ACTUALLY* Like To Run An Agency

James Rose is the host of the show Agency Highway. His show brings on agency owners within the industry to discuss paths to success. James and his guests share their advice on how to earn more and work less and they share their experiences of all the common industry pitfalls and how to avoid them. 

In this episode, we dug DEEP into his agency and how he saw success.

[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!

Behind The Scenes Of A Scaling Marketing Agency with Lydia Martinez

Meet today's guest: Lydia Martinez!

After tackling over 11 years in strategic marketing, branding, social media, and event planning for powerhouse retailers Barnes & Noble and Whole Foods Market, Lydia decided it was time to get back to her entrepreneurial roots.

In today's episode, Lydia pulls back the curtain, and tells all. From jumping ship from corporate → agency life, growing a team and what she as the CEO is now focusing on. If you're an agency owner, this will inspire you & leave you ready to take MASSIVE action!

[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!

Day-To-Day Schedule As A Client Account Manager at DOT & Co.

What does the day in the life of a client account manager look like? Well, this is the most asked question around here at DOT and we thought, why don't we interview our team members at DOT to give you the real juicy inside scoop of a client account manager!

Inside of this episode, we have individually asked client account managers, what a day in the life looks like. After listening, you'll have an inside look at what our day-to-day looks like!

[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!

Introverted? How To Succeed As An Agency Owner Without Changing A Thing! with Will Wang of Growth Labz

Have you ever wondered how an introverted freelancer can go out to create a successful agency? Well, you're in for a treat with the one and only Will Wang, from Growth Labz. 

In this episode, you'll learn how Will went from an introverted freelancer to a successful agency owner. He pulls back the curtain on the real struggles he's gone through to get to where he is today. 

We promise you'll get tons of value from this episode with Will, Katie and Taylor on The Happy Clients Podcast!

[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!

Run An Agency With Your Partner? Here's The Truth You Must Know! Featuring Culture Shock Marketing

Have you ever wondered what it's like to build an agency empire with your significant other? Watch these two lovebirds collide their backgrounds of Psychology + Film/TV to create a digital marketing agency that takes Australia by storm.

Meet Culture Shock Marketing 👋

On this week's episode of the podcast, we sat down with David and Kirty from Culture Shock Marketing to get real about what it's like running an agency with your partner. From agency structuring to client relations, D & K give our listeners great insight into building a legacy that is set up for success (not to mention some great relationship advice too 😉.)

After listening to this episode, you'll learn:

1. How Culture Shock Marketing creates brand-centric create for their health-focused clientele
2. How to build long-term relationships with your agency clients
3. And of course, how to go into business with your partner (and have fun with it!)

Listen in to this power couple— you don't want to miss this opportunity to level up 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!

What Does A Day In The Life Look Like As A Client Account Manager? Jenna Meldrum from DOT & Co. Tells All

Here's your inside scoop on what Client Account Managers do at DOT & Company. This week, we feature our powerhouse CAM, Jenna Meldrum, to give her candid take on life inside of three (yes—three) agencies and how she crushes client management.

It's no secret that life as a Client Account Manager normally requires one to wear many hats. Everything from inbox manager, to project management guru, to client confidant, scheduler, and everything in between.

If you're an agency owner listening to this episode wondering how to hire a 'Jenna' for your team, then keep reading. (Yes, she really is that amazing and so is our team!).

DOT & Company Client Account Managers are game changers for agencies, helping to:

• Get client communication off of your plate
• Build systems + SOPs tailored to your agency
• Make your clients become happier than ever
• Give you the confidence to enter the holiday season knowing your team's got you covered

Interested in learning more? Book a call with our team 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!

FAQs of working with DOT & Co

Ever wonder what it would be like to hire a Client Account Manager for your agency? Curious about what we do over at DOT & Co.?

Well, you've landed in the right place my friend ✌️ On this week's episode of the Happy Clients Podcast, we are diving into all of the Frequently Asked Questions of working with DOT. We welcomed our Marketing & Sales Manager, Carly, on the pod to spill the tea she gets when connecting with agency owners looking to learn more about our services!

If you've recently come across our ads, heard us on a podcast, or were referred to us through a lovely friend— this one's guaranteed to give you all the info you need for your agency. And the best part!?

🚀 WE HAVE NEW SPOTS OPEN TO PARTNER 🚀

Head on over to dotandcompany.co/dotapply to get a call booked with our team and start the conversation on getting you out of the weeds.

[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!

Agency Owner Talk: Training Your Existing Team To Become Client-Facing

From freelancer to agency owner, and savvy social media expert, meet Andréa Jones of Onlinedrea. Listen in as this expert shares a tip or two on setting your client-facing team up for success with training and resources that empower your account managers.

Andréa is fiercely committed to helping businesses and podcasters build profitable communities online through simple social media solutions. 

From agency owner to agency owner, this episode gives you ALL the real talk on training your existing team to become client-facing (psssst, we can help with the training part 😉).

Looking to connect with Andréa? Check out →

1. Onlinedrea
2. The Social Savvy Podcast
3. LinkedIn - pssst, there's a ton of freebie content 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!

How To Use Unlimited Graphic Design Services to Serve Your Agency | Jeff Minnichbach from No Limit Creatives

We always talk about how outsourcing can revolutionize your biz— and if you're an agency owner looking for some creative help, grab those headphones and plug em' in! Meet Jeff Minnichbach from No Limit Creatives.

A number of years ago, Jeff was a graphic design freelancer and realized that the digital marketing industry needed a service where you didn't have to vet, hire, train, and manage graphic designers. No Limit Creatives was born, a company that allows your agency to leverage a subscription-based model for graphic + video design work.

Essentially, this podcast is your ultimate guide to unlocking unlimited graphic design services for your business. How awesome is that? 🙌

If you're a marketing agency, Ecom brand or run any online services and are looking for graphic design & video help, head on over to www.nlc.com. You'll be in great hands with the seasoned pros from Jeff's 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!

Embracing the Future of Agencies: A Chat with Jonathan Leafe

Recently, we chatted with Jonathan Leafe, a distinguished agency consultant and thought leader with oodles of industry experience.

As a digital pioneer, he's witnessed the rollercoaster ride of agency transformations.

Understanding Goals and Skillsets of Agency Owners (Not Rocket Science!):

Jonathan shared that knowing your goals and prowess is pivotal. Aiming for growth isn't always the rainbows and unicorns solution—it sometimes pays to stay small and nimble for happiness and triumph. Many agency founders lack the magical touch to grow from minuscule to massive businesses and often stumble in the metamorphosis. So, if your heart flutters with passion for your work, and you'd rather skip the business admin part, focus on being small but fabulous!

Account Management – The Secret Sauce to Scaling Your Agency:

Throughout the chat, Jonathan emphasized the vital role of account management in propelling agency growth. He urged agencies to invest in their account management team, to ensure clients are over-the-moon happy, satisfied, and loyal customers for eons to come. Plus, he cautioned against becoming a "yes" puppet, advising agencies to focus on providing client's true needs.

The League Table Approach:

This chic strategy, introduced by Jonathan, involves ranking clients like a league table. Clients are scored on profit contributions, growth potential, and overall delight, allowing account managers to pour their hearts and energy into clients who genuinely sparkle for your agency's success. This strategic approach fosters enduring growth and profit.

Jonathan's wisdom provides a crystal-clear perspective on the evolving agency landscape and how intentional decisions regarding agency size and concentration can lead to lucrative and satisfying results for agency owners. The crème de la crème takeaway? Understand your goals, prioritize, and embrace account management as the backbone of a thriving agency!

Check out his book, "I'm an Agency Owner. Get Me Out Of Here!" on Amazon and other fabulous booksellers.

[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!

How to Turn Down Clients - The Nice Way

Let's be honest, we've all been there. You get on a call with a prospective client and something just doesn't sit quite right. You start to doubt if this will be a fit for your agency, and then that pit in your stomach forms: How do I turn them down?

On this week's episode of the Happy Clients Podcast, we invited our Marketing Manager and Sales Expert, Carly Corkum, to share her take on how to turn clients down the nice way. Her biggest takeaways:

1. It's OK to turn clients down
2. Develop your client avatar
3. If you're going to turn someone down, look to add value in other ways

If you've ever asked yourself what to do in those sticky sales and client intake situations, this podcast will definitely give you the confidence to refine your process for working with clients.

Speaking of clients, if you want help looking after yours and want to connect with Carly around your options, she's always happy to chat ✨ Reach out 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!

You're just not QUICK enough. Red Flags in Client Communication from Your Team

You feel like your team's client communication is slipping through the cracks? These are hard conversations to have, so let us help.

You want your team to be independent, but you also know most tasks would be faster to do yourself. You feel that there are some communication slip-ups that just aren't okay with. That right there can cause a HUGE stressor on you, the agency owner.

You must listen to this episode if you nod your head yes to any of the following 👇

1. You’re so busy running the business, you know tasks (and, ahem, clients) slip through the cracks
2. You want the freedom to work from wherever, but now that you have a team, it feels impossible
3. You wish you could upload your brain to new hires so they could understand the industry from day one
4. You want to scale the business, but you know your systems and team aren’t set up to sustain success
5. You don’t have the time or energy to follow up with your team 24/7 (or double-check their work)

As the world’s first and only dedicated team of Client Account Managers for digital marketing agencies, we can help keep your clients happy, too, with the exact systems, training and templates we use every day to support 7-figure agency owners as their remote Client Account Managers.

Access everything at www.thecamschool.com/

[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!

How To Improve Your Team Efficiency & Get Results

Have you ever heard of an Internal Quality Assurance Checklist? 🥵 If not, your team's in for a treat. I promise this will save you TONS of time, and headaches from upset clients. Talk about major team efficiency & team effectiveness!

When you first onboard a client, it’s super helpful to do a deep dive into their funnel, products, and social media to get a good idea of who they are, and how their user journey may impact ad performance. Right?

Whether your agency conducts funnel builds, does lead generation, or does course launches, it’s important to have an idea of what setbacks may arise once you launch, so you’re aware of the full picture, and you can provide insights to the client early on (whether or not it is your agency's responsibility!)

Overall, to improve your team's efficiency, we recommend implementing Internal Quality Assurance Checklists testing during the onboarding and pre-launch phase.

Want to save 10+ hours? Get instant access to our checklists + personal insights from our team how to implement them 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!

As an agency owner, you KNOW that your clients are the bread and butter to your success. If you continue to lose clients, this isn't a good feeling. You lose momentum, your clients aren't telling their friends about you, and your growth is stunted. 

So, what can you do? Keep your clients happier for longer. 

In this episode, we talk all about how to keep your clients longer and our tried and true tactics to ensure your agency's success. 

As former digital marketers, we gave up the agency hustle to zero in on what we do best: Keeping clients happy. As the world’s first and only dedicated team of Client Account Managers for digital marketing agencies, we can help keep your clients happy, too, with the exact systems, training and templates we use every day to support 7-figure agency owners as their remote Client Account Managers.

Meet: The CAM Collective. 

The answer to creating the digital marketing agency of your dreams

Meet the CAM Collective, a monthly membership 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. All while having personal insights and access to our team for any questions or personal coaching!

Tune into this week's episode of The Happy Clients podcast to learn about all things happy clients, and we ensure you'll learn something that'll help grow 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!

Learn to Create Systems That Your Team Will Actually Use

If you're a busy agency owner like me, you know that systems are so important, but likely the last thing on the never-ending to-do list. Am I right?

I love a good Standard Operating Procedure that is a living breathing document so that at any time, your team can hand over the SOP to someone else on the team. But, where to start?

Here are some of my top tips to get started on building systems your team will love, and actually use. Listen to get the full scoop:

1. Sharpen up your client onboarding system. 
2. Who's responsible for what? 
3. Standard Operating Procedure (SOP) Documents That You Need.

Have you taken a pause to measure the health of your systems? Specifically, your client management systems?

Well, now's your chance!

Have a minute? Take the quiz.

Could your systems be more streamlined? get instant access to our systems, SOPs, templates and more 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!

10 Important Questions You Need to Ask Yourself Before Hiring Someone To Manage Your Clients

You're ready to scale up your agency and hire a team member to manage your clients. Congrats!

But, what do you need to make sure you're prepped with ahead of making this hire?

At DOT & Co., we’re Client Account Managers. We work part-time in multiple agencies at once as that client-facing person, who project manages and is the glue between the agency team, and the client.

Through our experience, we've learned that it takes TIME to implement someone into your team... even if they're highly trained by someone like us!

Here's what you MUST do: understand that you're hiring a human, and they need time to learn about your agency. Patience is going to be key here, and it's not the type of thing where you plug n' play someone into your agency and they know everything in the first week. It takes time.

So, we recommend you start here. Review our CAM Sample Task List to give you a sense of the role. Then, outline what's the most important for this person to learn within the first week, month and 3 months.

[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!

Scaling With Purpose with Alex Schlinsky from Prospecting On Demand 

In this week's episode of The Happy Clients Podcast, we interview Alex Schlinsky— co-owner of Prospecting On Demand. Alexs' mission

is to help people break free from the 'Freelancer's Trap' and become the CEO of their own profitable marketing or coaching agency.

In this episode, you'll learn:

• The 3 Core elements you need to have within a successful agency
• Insights on hiring in-house vs. outsourced teams -- what to do?!
• Alexs' methods for growing an agency that fits your goals

If you're an agency owner, you'll love this episode and we guarantee you'll learn a thing or two about scaling up your agency with purpose.

Connect with Alex Schlinsky from Prospecting On Demand (POD):

• prospectingondemand.com
• https://www.facebook.com/groups/7figureculture/
• https://www.facebook.com/schlinsky
• /www.instagram.com/alex.schlinsky

Want to retain more clients? Obsess over the client management process.

At DOT & Company: client retention is the name of our game.

Why We Are So Obsessed With Keeping Clients Happy:

1. We're natural people-pleasers. We always put clients first as we care deeply about being premium and always on top of things.
   
2. We're hired BY agencies to keep THEIR clients happy, so our job KPIs are mainly around timely and professional communication— ie happy clients!
   
3. Happy clients are something that can be lacking nowadays with the online world. At DOT, we believe that clients deserve premium client experiences —it's in our blood. That's what we strive to achieve every day.
   

Dive into this #HCP episode to learn what makes us tick at DOT. Our team prides ourselves on being top-notch Client Account Managers, and we quite literally love to eat, breathe, sleep, 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!

Client Management Isn't What You Think It Is

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, but there's also a ton of other PM facets and operational pieces that go into the role that can sometimes be overlooked.

In this episode of the Happy Clients Podcast, we get a lil bit more granular on what our roles really entail. Of course, this looks different from agency to agency! All in all, we hope you'll see just how critical our roles are as a superhero in the agency 🦸‍♀️

1. Our role can include lots of admin work — don't get us confused with a VA, because the admin work we do is marketing-focused and project management-focused. 
2. There are lots of meetings internally with the agency.  
3. We create processes galore— we need to be tech-savvy and process-oriented in order to be suuuuuper efficient in our role.  
4. There sometimes is a bit of hand-holding and pushing things to completion internally.  
5. We take charge of reporting and digging into the advertising data to ensure our clients are educated on the progress of their campaigns and ad spend.  

As CAMs, we become experts in wearing all the hats and probably wouldn't have it any other way. We take pride in our work and always try to have fun while doing it. Cheers to that CAM life!

[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!

To any agency owner out there feeling stuck in your ways, this one's for you. Brandon Smits, Partner & CMO at Solar Cheat Code, joins us for a real talk on scaling an agency to success while leveraging processes and systems that work.

Brandon is the guru of helping mid-size B2B and B2B2C companies surpass their growth goals with marketing automation, lead scoring, and holistic digital marketing campaigns. As a seasoned entrepreneur and avid learner, he joins us this week on The Happy Clients Podcast with some killer advice for any agency owner out there looking to grow (aka, all of us).

In this jam-packed episode, we dive deep into:

1. What the two biggest liabilities are when trying to scale an agency from infancy
   
2. How investing in other agency's systems will help your agency grow and save you time/headaches in the long run
   
3. Why it's so crucial to take advice from people who have walked the path you're trying to get on (aka, invest in a good mentor)
   
4. and so much more...
   

We mean it when we say, our agency itself took a ton of great nuggets from this episode. The journey to growth never stops!

Cheers, to happy 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!

Want Actual Happy Clients? Here's How The Account Management Role Should Look & Work Inside Your Agency | with Craig Rodney

On the Happy Clients Podcast, let’s dive into a topic that’s going to transform the way you look at the Account Management function in your agency. This will make your clients genuinely happier, but also, your team. Today, we’re talking about the magic of account management with none other than *the* Agency Coach, Craig Rodney.

Successful scaling isn’t just about working harder; it’s about delegating effectively and empowering your team to take ownership of their roles. Here’s a secret: the real growth happens when you upgrade not just your clients but also your team.

In this episode, we tap into Craig's 15+ years of experience growing, scaling (and later) exiting an agency. He shares what he's seen work and not, which I'm confident you'll walk away with a notepad full of ideas to implement.

[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!

Take a Vacation Day? Here's How We Do It

Let's be honest: this pandemic has been brutal, and it's safe to say we're all in need of some R&R and a plane ticket booked outta here ✈️

As agency owners and client-facing managers, we suggest a few key tips to keep in mind when going to book that next vacayyy 🌴 It all starts with:

1. Communication with your clients ahead of time (I'm going to be OOO!)
   
2. Setting up backup communication with another team member for urgent needs
   
3. Project manage in advance
   

Tune into this episode of The Happy Clients Podcast where we get real on taking vacation days away from your desk— even if you don't have crazy plans to go far!

Until next time (and from a beach hopefully),

Taylor

[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!

A Deep-Dive Into YouTube Agency Successes with Tom Breeze

Tom Breeze is the founder & CEO of both Viewability & Ad Buyers Club and is one of the top YouTube Advertisers out there. Tom is a long-standing believer in the performance-based financial model, where his clients pay for results, focusing on a partnership feel. Tom has a master's in psychology, is an author and speaker, showing businesses how to unlock the true power of YouTube ads for profit & scale.

Tom has been a client of DOT & Co. for a number of years, so it's about time we had him join us for an episode over on The Happy Clients Podcast. Tom's lovely personality, met with his intelligent nature, makes him one of the best agency owners we've met (we might be biased ;)).

In this episode of The Happy Clients Podcast, you will learn:

1. The 4 A's of YouTube advertising and what you must master to ensure you're set up for success on YouTube
   
2. How Tom grew a team inside his agency, Viewability, and the learnings he had. Hint: hiring experts is Tom's best-kept secret
   
3. Who YouTube Ads works best for, and of course, who he wouldn't recommend spending their advertising dollars on YouTube
   
4. Most importantly, how Tom and his team are changing the game for the agency world in 2021 and beyond

[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!

What Highly Successful Account Managers Do Every Day

If you're new here, welcome! At DOT & Company, we specialize and are subject matter experts in Client Account Management (CAM) for digital marketing agencies. Want to know how our CAMs thrive in the role? We have a couple of key tips that set our days up for success.

In this episode, we cover the 5 KEY STEPS our Account Managers incorporate into their practice:

1) Plan your day - each morning.

2) Reach Inbox Zero - don't know what that is? Listen in to learn all about it!

3) Project Management - keep the team accountable.

4) Celebrate wins for the team  - encourage positive vibes!

5) Transparent communication - always update where things are at.

Send to your team and listen in on our daily practices, you won't regret it.

[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!