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!

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!