The Happy Clients Podcast

Managing all of your clients can feel like a full-time job— whether you have two or fifty-two. 😮‍💨

And we just so happen to have some tricks up our sleeves that make this job just a little easier.

Listen to today's [podcast], which we pulled for you to listen to for free. This was a training we did inside our training group for Account Managers!

[HELPFUL LINKS]

It’s a tale as old as time: You don’t delegate because you’re worried about losing control of cherished client relationships, terrified that your meticulous attention to detail and high standards might not be maintained, and even anxious about feeling out of the loop. 

Yes, delegation can be scary, but it can also be your superpower–freeing you up to work ON your business rather than IN it.

The truth is, the best agencies delegate day-to-day account management.

And delegation means you can take your agency from integration to innovation. 

So, listen up! 📣

[HELPFUL LINKS]

Let me guess...

You're apprehensive about delegating invoicing and payment responsibilities to your Account Manager, fearing your team won't meet your high standards? 💸

That's common, but doesn't need to be your reality.

Lucky for you, we pulled this training from inside our Account Manager training program and dropped it for free on The Happy Clients Podcast. Because, we believe it's so important for your AM's to know HOW to speak to clients re: their invoices and payments.

[HELPFUL LINKS]

Building a business is like building a house. Just as a house needs a solid base before you can assemble the frame, your business needs a strong foundation in place before you can expand. 

Think of your business as a blueprint for success. Get it right, and you can grow and scale with ease! 

But how to get it right is where it gets tricky.

That’s why we sat down with Sarah Duran to discover the framework she built to help freelancers, consultants, and coaches across the globe redefine work on their own terms and achieve total control of their business. 

Sarah walks us through the three fundamental questions she asks each and every one of her clients–guiding them back to the foundation they need to build a microbusiness that empowers them instead of holding them back.

Learn more about how Sarah can help you find instant clarity on what you need to do next in your business, and don’t forget to check her socials for the entrepreneurial inspiration you need to ignite your creativity:

➡️ Instagram

➡️ Meta

➡️ LinkedIn

[HELPFUL LINKS]

In this episode, we’re excitedly joined by digital marketing guru and agency coach, Jason Swenk, the mastermind behind Agency Mastery 360. Over the years, Jason has equipped thousands of agency owners with the tools they need to create predictability, wealth, and freedom in their business. And, he did this for himself and his own agency.

After a decade of coaching agency owners just like you, Jason shares his secret sauce for doing more of what you love, and less of what you don’t.

If you're an agency owner who wants to transform your shop from a burden to an asset, this is THE episode for you!

[HELPFUL LINKS]

Our team's passion for flexibility and productivity has not only shaped our dynamic work culture, but has also unleashed our creativity and innovation. No matter where we are—from our at-home office, to a café, to the airport—we're always ready to bring fresh, exciting ideas to our clients.

In this episode, Olivia shares her experience as one of our Client Account Managers and why she loves the remote life. 

[HELPFUL LINKS]

Are you worried about what will happen if your Account Manager leaves your agency?

It's a topic that often comes up when we talk to Agency Owners, so on this episode, we're chatting about the impact this can have on clients (Good news: it doesn't need to be a negative thing) and tips for how to help the transition.

As of this moment, do you have an Account Manager SOP built out for your agency?

If not, we highly recommend you get onto this. Not only is it best practice to have all your processes documented BUT having a detailed SOP really helps when your Account Manager is moving on. An SOP means that while it'll be a new face, the level of service stays the same!

🔥 Pro Tip: when communicating the change to clients, keep it positive – let them know you have a plan and that this won't affect their account's results.

Listen to this episode so that if letting go of an Account Manager does come up, you're prepared.

P.S. Want access to our SOP templates that we mention in this episode, then join CAM Community today. Find out more.

[HELPFUL LINKS]

When can I expect my Account Manager to take over from me? 

This is one of the most asked questions we receive from agency owners, so this week on the podcast, we're sharing the answer.

In this episode, we share the tools and processes that we have in place to help our Account Managers onboard into an agency quickly and efficiently 🔥

Listen to hear the answer to your burning question: How long does it take for an Account Manager to take over?

P.S. If your goal is to get out of the day-to-day, it is possible we've seen it time and time again. Reach out to ⁠book an intro call ⁠with us to learn how we can help you.

[HELPFUL LINKS]

Do you have a robust performance evaluation process in place?

We're often asked about how we manage performance reviews with our Account Managers – and today we're sharing our step-by-step process!

Taking the time to formally put in place a performance evaluation with your employees is pivotal for ensuring that they feel heard, valued, and supported.

Plus, it's the perfect opportunity to make sure everyone is aligned on expectations, wins are celebrated, and that growth is acknowledged 🌱

In this episode, we're walking you through the exact review process we take with our Account Managers, including the employee evaluation form that we use.

BONUS: We're sharing our Performance Review template, download it here 🎉