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 🎉

Work less, earn more – doesn't that have a nice ring to it?

If you're an agency owner who is trying to get out of the day-to-day grind, then this podcast episode is for you!

We are so excited to have Karl Sakas as a guest. Karl is an agency consultant who has worked with hundreds of agencies across the globe. He's also an author and recently published his third book: Work Less, Earn More 📖

P.S. If you would like to read 'Work Less, Earn More' and get access to the accompanying workbook, check it out ⁠here⁠.

If you would like 1:1 coaching, group training, or to signup for the newsletter, you can find Karl's website at ⁠sakasandcompany.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!

This week on the podcast, we're thrilled to have Brent Weaver, CEO of Ugurus. He has been on our list of wanted guests for a long time!

Brent Weaver took the learnings from his first successful agency (that he started in high school 🤯) to build Ugurus, a business dedicated to helping agency owners grow and scale their digital agencies.

In this episode, Brent shares the one thing that he thinks makes the biggest difference to agency owners...which he learned the hard way when building his first agency!

He also shares his top tips for hiring and growing a team – recommending putting the effort in upfront, as it'll help you find the right fit.

We also dive into the main pain points that he sees when working with agency owners and share guidance on how to overcome these 🙌

If you're an agency owner who wants to thrive, don't miss this episode!

P.S. If you're looking for help – check out Ugurus.com. Plus, if you would like access to the Agency Accelerator Kit mentioned in this episode, reach out to [email protected]

[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!

Growing a client management team is essential for any marketing agency that wants to scale and be successful.

Buuut that doesn't mean it comes without its challenges.

From onboarding new clients to keeping the relationship fresh with long-term clients, there are many hurdles to overcome.

In this latest podcast episode, we dive into the 10 most common struggles agency owners face when growing their client account management team.

P.S If you're growing your Client Account Management team and are looking for a unicorn-status (🦄 ) Client Account Manager, who's ready to hit the ground running, then book an intro call with us today 👉 https://www.dotandcompany.co/services

[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!

Discover the insider secrets to building a top-notch sales team for your agency in our latest podcast episode!

This week we have a special guest, Joey Gilkey, who brings a wealth of knowledge and experience with sales for marketing agencies! He started his own agency, ApexRevenue, specializing in sales operations and sales management, so you KNOW he’ll bring the goods in this episode.

We dive into the different skill sets and key traits needed in a salesperson— so if you’re hiring or thinking about outsourcing your sales, you’ll save a few steps (and $$!).

Lastly, we share some no-nos that you shouldn't do when it comes to sales and what you should do instead!

If you're looking for support in sales for your agency, then Joey and his team may be able to help. Find out more at Apexrevenue.com.

You can also find Joey in his Mastermind group 👉https://bestdamnmastermind.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!

Hiring someone to manage and nurture your clients is an exciting step — aaaand we know a thing or two about hiring Account Managers (we do it day in and day out ☀️🌛).

In this episode, we delve into why Agency Owners often seek to hire a Client Account Manager. Plus, we explore the barriers that can come up and provide insights on overcoming them!

We also share key points that should be considered before pulling the trigger. Such as:

[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!

It can be tough finding the right talent and scaling your media buying team, right?!

If that's a yes, then this episode is for you.

We chat with Janak Mehta from Clients Online, who has been in the digital marketing industry for over a decade. He shares his journey of building his agency, scaling a media buying team to also offering wholesale media buying services.

Listen to this episode where Janak talks about a light bulb moment when he realized that if he wants to scale, then he can't do it all himself (sound familiar? 👀). So he invested in creating SOPs, meaning all processes were captured and he could start hiring and building a team (and yes, scaling his agency).

[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!

Are you curious about implementing a 4-day workweek at your agency but don't know where to start?

In our latest podcast, Paul from PaulGregory Media shares his agency's success story with a 4-day workweek pilot.

During the pilot, employees had Fridays off — and the agency saw great results.

They were MORE productive over this time, and employees loved the work-life balance. Huge WIN-WIN 🥳

Listen to this episode to hear Paul's tips for how to implement the 4-day workweek and ensure it's a beneficial outcome (like it was for his agency) for both your internal team and clients.

If you're a nonprofit or mission-based business looking for an agency reach out to Paul at PaulGregory Media ⁠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!

We're answering our most frequently asked question from Agency Owners 👀

How many clients should a Client Account Manager be managing?

We're here to tell you that there's no one-size-fits-all answer to this question, buuuut after years of experience we have broken down the key criteria to consider.

We call this the Capacity Index. Listen to this episode where we go through the 3 key considerations:

While there are no hard and fast rules for how many clients an Account Manager should handle, understanding capacity and the experience you want to deliver to clients can really help determine how many clients an Account Manager should be looking after.

If you're looking for help with your Account Management or guidance on how many clients your Account Manager should be managing, reach out, we'll be happy to help! Book an intro call today.

[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!

Say goodbye to chaos in your team's workflow and hello 👋 to streamlined success with standard operating procedures (SOPs).

This week's podcast episode delves into the importance of SOPs and the secret to creating them.

As a team, it's easy to get caught up in day-to-day tasks and lose sight of the bigger picture.

However, SOPs are SO important for not only improving efficiency and productivity in your agency but also creating a consistent experience for your clients - WIN 🥳

[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!