The Happy Clients Podcast

There’s more revenue in your current clients than you think.In this episode, we sit down with Cory Jackson to unpack how agencies can grow faster by focusing on upsells, client relationships, and smarter conversations.We cover:-The biggest mistake account managers make around sales-Why clients want you to bring new ideas-How to reduce sales resistance and build trust-A practical upsell framework you can use right awayPerfect for agency owners and account managers looking to increase retention and revenue.

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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!

There’s more revenue in your current clients than you think.In this episode, we sit down with Cory Jackson to unpack how agencies can grow faster by focusing on upsells, client relationships, and smarter conversations.We cover:The biggest mistake account managers make around salesWhy clients want you to bring new ideasHow to reduce sales resistance and build trustA practical upsell framework you can use right awayPerfect for agency owners and account managers looking to increase retention and revenue.

------------------

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!

Many agencies believe landing bigger clients is the key to growth. But what if those clients are actually the reason your agency isn’t profitable?

In this episode of the Happy Clients Podcast, Taylor sits down with Marcel Petitpas to talk about one of the most common traps agencies fall into: growing revenue while profit stays flat.

Marcel breaks down why some of the largest clients can also be the least profitable, how teams get stuck over-servicing accounts, and why agencies often end up with busy teams, constant hiring, and tight cash flow despite increasing revenue.

If you run a marketing agency or manage client accounts, this conversation will change how you think about growth, client relationships, and the real drivers behind a profitable agency.

----------- [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!

Running an agency is hard. And right now, more owners than ever are asking the same question: Should I sell… or keep going?In this episode of the Happy Clients Podcast, Taylor sits down with agency advisor Carl Sakas to talk about what it really means to be exit ready, and why 90% of agencies reaching out to him are thinking about selling.We cover:• The 30-day sabbatical test• Why delegating client relationships impacts valuation• The real reason buyers walk away• How AI is changing agency demand• What makes you optional vs. indispensable• The financial clean-up most owners ignore• What life actually looks like after you sell

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[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 it actually look like to sell a digital agency?In this episode of the Happy Clients Podcast, Taylor McMaster sits down with Brent Weaver, CEO of E2M, to break down the real story behind E2M’s acquisition of DOT & Company. From the first conversation to due diligence, timing, and closing the deal, this is an honest look at how agency acquisitions really work.If you’re a digital agency owner thinking about selling, or just curious how these deals happen, this episode pulls back the curtain.

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[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 actually keeps agency clients long-term?

In this episode, Alex Schlinsky breaks down the Trust-First Agency Model, and why transparency, communication, and integrity matter more than perfect results.

Alex shares real stories from running and scaling his own agency, including:

• Why results alone don’t guarantee retention

• How transparency creates trust (even in hard conversations)

• The role communication plays in sales and service

• What most agencies get wrong about client expectations

• How honesty can lead to longer relationships and bigger opportunities

If you’re an agency owner focused on growth, retention, and building a business that lasts, this conversation will shift how you think about clients, and how you show up for them.

[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!

Most agency owners don’t stall because they’re bad at marketing.

They stall because they’re stuck in the business instead of running it.

In this episode, Chris Rudolph breaks down why so many agencies hit a ceiling around $30k–$80k/month, and what actually needs to change to break through it.

We cover:

Why agencies stall at predictable revenue plateaus

The hidden “operator trap” keeping owners stuck in the day-to-day

What changes when you shift from freelancer → CEO

The systems and mindset required to scale past $100k/monthIf you’ve ever felt like:

You’re doing everything in your agency

Growth slows the harder you work

Adding more clients just adds more stress

This conversation will hit home.

You can contact Chris Rudolph here:

https://freedomagencycoach.com/

[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 sit down with Steve Guberman to talk about what’s really happening inside agencies right now.

From panic selling and fear-driven exits to AI, layoffs, and shifting deal timelines, Steve shares what he’s seeing across the agency landscape, and why rushing to sell often leaves money and opportunity on the table.

We cover:

• Why many agency owners are panic selling

• How uncertainty, AI, and market shifts are shaping decisions

• What it actually means to build an agency that’s ready to sell (even if you don’t want to)

• Smarter alternatives to fear-based exits

If you’re an agency owner thinking about your next move, this conversation offers clarity without the panic.

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[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!