The Happy Clients Podcast

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:

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:

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):

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:

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 🦸‍♀️

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:

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!

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:

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:

[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!

Copywriting + Designing: The Secret Weapon To Resonating With Your Audience w/ Jennifer Turner

As marketers, we understand that great visuals are paramount to success. But what about words?

On this week's episode of The Happy Clients Podcast, Jen Turner, founder of Gemini Branding, shares with you how just like there are two sides to every Gemini, there are two sides to branding, which are copywriting and design, and you can't have one without the other.

Jen is our amazing copywriter and designer that we have worked with since day 1 of DOT & Co. being born. If you've resonated with our copy or branding, Jen's to thank. So if you're a marketer, you don't want to miss this one.

After you've listened in to this episode, you will learn:

You can learn more about Gemini Branding at:

geminibranding.ca

https://www.instagram.com/geminibranding/

[HELPFUL LINKS]

Onboarding Checklist: Grab our onboarding checklist here. 

Meet with us: www.dotandcompany.co/contact

[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.