The Happy Clients Podcast

The First 30 Days as a Client Account Manager (Full Playbook)


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The first 30 days with a new client can make or break the relationship.In this episode of the Happy Clients Podcast, we’re breaking down exactly what a Client Account Manager (CAM) should be doing after a client signs with an agency, from the handoff process to onboarding, communication rhythms, team alignment, and relationship-building.If you’re an agency owner, account manager, or someone stepping into a CAM role for the first time, this episode is your practical playbook for creating smoother client experiences and stronger retention.Inside this episode:• What a Client Account Manager actually owns inside an agency• What a clean client handoff should look like• The biggest onboarding mistakes agencies make• How to build trust in the first 30 days• What week 1, 2, 3, and 4 should look like• How AI is changing account management in 2026• The real skills great account managers develop over time• Why great CAMs are becoming some of the most valuable people in agenciesIf you’ve ever felt overwhelmed in account management or struggled to transition clients smoothly after the sales process, this episode is for you.

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The Happy Clients PodcastBy DOT & Company