Why your agency’s tech stack is hurting your client relationships (and how to fix it)
Why your agency’s tech stack is hurting your client relationships (and how to fix it)
Your agency does great work. You know it. Your clients know it. But something’s getting in the way—and it’s not your talent or your team. It’s your tools.
You’ve got a customer relationship management (CRM) platform for leads, a separate system for projects, a spreadsheet or two for good measure, and a team constantly switching tabs just to stay on top of it all. Sure, everything technically works. But is it working together?
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How Our Agency Clients Get Better Data Through Their Sales Process
How Our Agency Clients Get Better Data Through Their Sales Process
Picture this: You send a proposal. Two weeks later, crickets.
You follow up, only to find out the client went with someone else.
Frustrating? Absolutely. But what if you could see what the client was doing with your proposal in real-time? That’s where Smart Pricing Table’s data insights change the game.
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Account Management Best Practices for 2025
Account Management Best Practices for 2025
If you’ve ever found yourself wishing for more hours in the day (or at least someone to take a few client calls off your plate), this one’s for you. In the world of digital marketing, managing accounts with excellence isn’t just about staying organized—it’s about creating experiences that make your clients swoon.
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Why Agencies Need Proposal Software To Make More Money (And Save Countless Hours)
Why Agencies Need Proposal Software To Make More Money (And Save Countless Hours)
If you’ve ever felt the dreaded proposal anxiety, you’re not alone. It’s that sinking feeling when you're rushing to create a proposal, worrying about mistakes, or wondering if you're leaving money on the table 💸(Cue the cold sweats!) Agencies like yours are juggling sales, client work, and fire drills—and proposal creation often ends up last on the to-do list.
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Everything You Need to Know About Client Gifting
Client Gifting in Digital Marketing Agencies
You may not think about client gifting as a strategy tactic, but you'd be surprised at its impact on your agency and clients! As a Client Account Manager, you know that first impressions are everything. Having a gifting system in place can help set a positive tone for your onboarding, service management, and client relations in more ways than one.
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Our Favorite Project Management Tools
Our Favorite Project Management Tools For Digital Marketing Agencies
As a Client Account Manager, you need a reliable project management tool as your day-to-day sidekick to help your digital marketing agency succeed.
We've listed our favourite and most-used platforms designed for ease of use so you can enhance your account management skills and organization.
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The 5 Most Important Aspects of Client Onboarding
If you are an Account Manager with a digital marketing agency, you understand that a new client onboarding process is crucial. It all starts with you! The Client Account Manager is one of the first people clients meet and interact with once that contract is signed and dotted. The agency relies on you and your vibrant energy to make the client feel welcomed and ready to rock.
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How a Project Manager can save your business in 2024
Why Your Digital Marketing Agency Needs a Project Manager
Digital marketing agencies can span from five to 500 team members. Managing any number of employees and client projects is a full-time job. The role of a digital project manager is a necessary asset crucial for the success of marketing agencies. A project manager works closely with each department to facilitate streamlined workflows, productivity, and efficient communication.
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6 Things You Must Know When Hiring an Account Manager
As an agency owner, you wear multiple hats (if not all of them)! Keeping up with every aspect of the business — from sales and development to project management and client meetings — feels unsustainable. Wouldn't it be nice if you could have someone who already knows the gist of digital marketing come in and take the day-to-day tasks off your hands?
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The Best Tips to Ensure Long-Term Client Relationships as an Account Manager
As an account manager, it’s your responsibility to build client rapport and sustain that relationship. Yup, that's right. We're diving right into it 🐬🌊!
Nailing client retention is crucial for account management, client satisfaction, and increasing revenue! Not completely convinced? Today, we will review some out-of-this-world tips you can immediately implement to impress clients and keep them happier for longer!
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The Top Strategy for Client Retention? Account Management
Okay, we may be biased, but Client Account Management is more than just a role within your agency; it's a powerful strategy tool that can significantly boost client satisfaction and foster long-lasting relationships. If you're a digital marketing agency owner looking to enhance your client retention, this article is a must-read.
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How Client Account Managers Can Streamline Agency Operations
Have you ever considered the connection between account managers and agency operations? If not, we have some news for you!
Streamlining your agency operations and departments means more time, energy, and increased revenue. Now those ears are perking 😉. How do you begin? We've created a crash course on you + account management = streamlined success! Let's get into it.
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How an Account Manager Can Increase your Profits this Year
Listen up, agency owners! You are not meant to do it alone. Prospecting, emailing, delegating, reporting — rinse and repeat — whew 😮💨 the tasks are a never-ending cycle. Do yourself a favor and invest in support to relieve the daily checklist items. Focus on what matters — sales and revenue!
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How to Manage a Remote Account Manager in 2024
Remote jobs in business have become increasingly popular. While there are pros and cons to both in-office and remote work, today, we'll ease your mind on managing remote team members, specifically the account manager.
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Our Top 6 Client Management Best Practices
Ah, the life of a Client Account Manager in the world of digital marketing agencies. It's a role that requires finesse, empathy, and a knack for keeping clients happy while juggling the intricacies of projects and strategy. It's a true art!
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Why Hiring an Account Manager Can Make 2024 Your Most Successful Year Yet
We cannot believe it either — quarter one of 2024 is almost over. We hope you knocked out every single one of your quarterly goals. For all of you digital marketing agency owners, we know your upcoming checklist still looks robust and ambitious. We love to see it!
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Putting Clients First: Why Proactive Feedback is Crucial for Agency Success
Build strong client relationships and exceed expectations with proactive feedback. Learn how to use happiness surveys to improve communication and address concerns.
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The Art of Client Retention: Building Loyalty and Preventing Churn
Learn the art of client retention and prevent churn with our top tips for keeping your clients loyal and satisfied.
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Performance Evaluations: What Ours Look Like
Performance evaluations are an important element to growth, success, and development as an Account Manager. Learn about how DOT & Co. conducts them in this informative article.
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Navigating Challenging Client Situations
Regardless of how talented of an Account Manager you are, navigating challenging client situations is something that we all must deal with, it's simply part of the job. Overcome difficult situations with clients using these useful tips!
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