3 Secrets To Making Your Clients Happier in 2023
Believe it or not, most agencies are more focused on getting more clients rather than taking care of the clients they already have.
The average agency owner in 2023:
✔ Doesn’t know how to deliver a consistently good, referral-worthy client experience
✔ Have tried hiring someone to manage their clients, but they didn’t deliver on expectations
✔ Always dropping balls and managing angry client calls
Sound familiar?
Well, here’s the shocking truth: you can’t do it all
Truth? You can’t do it all (none of us can). So, you have to choose what you want to do better: The zone of genius you founded your business on or client management. We vote for your zone of genius.
Our zone of genius just happens to be client management—we handle the five-star experience while agencies deliver those referral-worthy results. No more dropped balls, angry client calls, or bad Google reviews.
Here are some of our best tips n’ tricks for 2023 when it comes to properly managing clients:
Set-up Client Happiness Surveys to ensure you’re on 👏🏻 your 👏🏻 game 👏🏻
You’re busy. Your clients are busy. How can you ask for feedback, and have it received? We got you. We’ve got a templated process to ask the right questions, to get the right answers, so you can plug and play these into whatever software you desire.
Client happiness is our driving force. Part of our secret sauce for offering a premium service with clients is building a meaningful, like-minded, and trusted relationship. Asking for feedback not only builds the relationship, but also opens the door for client referrals, and testimonials!
Check out our FREE Happiness Survey Templates that include: On-Going Happiness Form, 2-week Happiness Form - new client, 2-week Happiness Form - transitionOptimize Your Onboarding Systems
We see you. You’re mapping out sales funnels and whipping up copy for Facebook Ads like it’s your job (wait—it is your job!) But between creating campaigns and measuring analytics, it feels impossible to onboard your clients without dropping a ball (or two). That’s where we step in. We’ve onboarded more clients than we can count, so we tried, tested and re-tested our process to get it so just right, even Goldilocks would approve. And now we’re sharing it with you.
Steal our foolproof client onboarding system
Whatever your project management platform of choice, we got you. Steal the workflow we use every day to onboard clients and import it into Asana, ClickUp, Monday.com, Trello or Wrike. You can personalize it to your business and use it again and again… and again!Hire Someone To Replace YOU
Here are 10 Important Questions You Need To Ask Yourself Before Hiring Someone To Manage Your Clients. 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.
HOW WE CAN HELP
Full-service client account management
Don’t have a process of onboarding new clients? Don’t have time to reply to every client email? (No judgement—there are a lot of them!) We’ll tailor account management to your unique agency and its needs. Whether you need a seasoned project manager or weekly campaign reporting, our experienced Client Account Managers are up to the task.
OUR CLIENTS
Search Engine Optimization Video Production
Lead Generation Graphic & Website Design
PPC Advertising Website Development
Content Creation E-Commerce
Coaches & Courses Business-to-Business
MEET DOT & CO.
Digital marketers turned client managers
We’re DOT & Co., once a digital marketing agency like yours, now we’re here to help you do what we did for ourselves: Create experiences that make your clients weak in the knees. Not only will we nurture lasting relationships with your clientele, but we’ll also free you up to focus on your zone of genius in your business. Say hello to freedom.
Happier clients are a click away
Ready for happier clients? We thought so. Apply to work with us.