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Client Management Tools in Monthly CAM Membership
 
 
 

You Can’t Afford To Do Account Management Wrong

Establish Yourself As a Client Management Expert Within 90 Days Without Overloading Your Schedule

TRUSTED BY

 
 
 
 
 
 
 

Sound like you?

→ You worry you’re lacking the foundation, knowledge and skills of proper Account Management


→ You feel there are inefficiencies in your agency’s account management processes, and you’re wasting time on mundane tasks


→ You’d love to see improvements in client satisfaction & retention, but you don’t know what you’re doing wrong


You’re alone in your role of Account Manager and wish you had peers to network with


→ You’re not sure how to keep your team accountable, without feeling like a micromanager

 

Testimonials

 

"The ability for the Account Manager to jump in and do the job on Day 1 was incredible and it blew me away."

— Cole, Director of Client Success

"Working with DOT & Company has been a huge weight off myself and my partner's shoulders, in the fact we now feel really confident in that area of our business with account management and project management."

—Dave, Agency Owner

"Working with DOT & Co. has been such a pleasure. It has taken so much off my plate as an agency owner."

— Atdhe, Agency Owner

What if we said there could be another way?

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Introducing

CAM Community

CAM Community

Enroll yourself in CAM Community for access to the exact client management tools, systems and account management training we use to train our own world-renowned Client Account Managers.

Plus, get the support and networking you need in your role so you’re never alone.

 
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Your Membership Includes
Over $8,000 In Value!

 

1:1 Strategy Call

Book a meeting with a dedicated Account Manager from inside CAM Community.

$500 value


Downloadable Playbooks & Checklists

Download & install our extensive library of 50+ SOPs, scripts and templates, combatting any inefficiencies in your account management processes.

$3,000 value


Group Training & Cohorts

No need to invest countless hours in training; our cohort system keeps everyone on the same learning track.

$2,000 value


7-Module CAM School

CAM School is the shortcut for training professional client-facing Account Managers within agencies. This is the program we use to train every member of our team.

$1,000 value


Real-time Support

Get answers to your questions — without long waits. Slack channels dedicated to support Account Management specific questions. Stuck? You have someone to ask straight away.

$500 value


Weekly Live Expert Training & Networking

Keep up with industry trends by joining weekly calls led by Account Management Experts. Plus, meet and collaborate with fellow Account Managers; you're never on your own.

$1,000 value

 

What is CAM Community?

Everything you need to be a successful Client Account Manager


  • Ensure you’re up-to-speed on your Account Management knowledge with our 7-module training program


  • Download our library of Account Management playbooks, templates, and checklists making you more efficient with less time wasted


  • Access our best practices on Client Retention— so your clients are happy and so is your agency owner


  • Network and get support from other Account Managers who are living and breathing the same role as you — you’ll never feel alone


  • Learn our project management skills— keep agencies running smoothly, and most importantly, make you look good in your role

 
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Testimonials

Testimonials

 

“Having great training for our WHOLE team actually increased the overall knowledge for and skill set for everyone in multiple roles. We are very appreciative.”

— Lydia, Agency Owner

“I levelled up my skills, and became the Team Lead for the Account Management division of the agency.”

— Sophie, Account Manager

“We saw tremendous growth in confidence in our Account Manager, and we are so exceptionally proud.”

— Matt, Agency Owner

How it Works

Step 1

Enroll in CAM Community

Step 2

Get access to everything— our course, templates, recordings and more

Step 3

Schedule your 1:1 strategy call with one of our team members

STEP 4

Join weekly calls and discussions to make the most of the CAM Community!

 
 
 
 
DOT & Co. Client Account Manager Membership
account manager training
 

Meet DOT & Co.

Our expertise is your shortcut to success as an Account Manager.

We’re DOT & Co.—the recognized authority in Account Management for Agencies. We've streamlined the complex world of client relationships into a science—and by joining the CAM Community, you’ll have direct access to our extensive knowledge base, our dedicated team, and the confidence that comes from having a seasoned guide by your side. Welcome to a community where success in account management isn’t just a goal, it's a guarantee!

 

Got some questions?
Well, we have answers.

 
  • You can! If you have a team of Account Managers, this is your chance to give them a space for learning & development, where we’ll only invite them. If you’re in the Account Management seat, you’re welcome to join! If you’re actively building out your Account Management processes and systems, this is a great place to start.

  • It all starts with your 1:1 strategy call with our expert Account Management team. Once you have your plan in place, you’ll join a cohort to go through our training program together. You’ll join weekly training sessions, participate in Slack convos on different topics and network with other Account Managers inside our Slack community. In short, unlimited guidance and support, that’s why it’s a community.

  • This is your shortcut. We’ve spent thousands of hours, worked inside hundreds of agencies, and spent hundreds of thousands of dollars on building out the Account Management training we have today.

    Your team will have instant access to this, skipping the line to improving their skills and getting the support they need to thrive.

    We’ve learned that in our role of Account Manager, we need on-going support and a network to keep us all going, which is why we designed a Community!

  • From beginner to advanced, CAM Community has something for everyone. This is the best place to hang out with Account Managers in all types of agencies and businesses.

  • Even without an Account Manager, you'll still see a significant impact on your client communication, processes, and client retention. Our trainings cover a wide range of topics, from building strong client relationships to managing subcontractors to simplifying invoicing and payments.

  • Unlimited Access To Our 7-Module Training Program, CAM School:

    • The DOT & Co. Best Practices for Account Management

    • Account Management 101: The Value of An Account Manager

    • What You Need To Know: Account Management & Digital Marketing Strategy

    • The Best Platform Practices— Tools, Software and More

    • Client Onboarding, Checklists, Proven Methods

    • Client Communication & Meetings— retention 101

    • SOPs, Playbooks, Templates, and more

    Our growing library of playbooks, checklists, SOPs:

    • From SOPs to client retention playbooks, we’ve seen it all and have created done-for-you resources

    Live Training Calls

    • We have guests and Account Management experts discussing a wide range of topics. Plus, 50+ recordings of past calls.

    Examples:

    • Juggling Multiple Clients? Here's How to Do It Like a Pro

    • Subcontractors, Schmubcontractors: How to Effortlessly Manage Outsourced Work

    • Invoicing and Payments 101: Simplifying the Financial Side of Client Management

    • Delegation Done Right: Mastering the Art of Task Management

    • Efficiency at its Finest: Tips for Managing Your Time Like a Pro

    • Client Feedback 101: How to Use it to Improve Your Agency's Services

 

Investment

 

Monthly Membership

$197

or $297 per team

Annual Membership

$997

or $1,497 per team

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The DOT & Co. Guarantee

Your success is our priority at DOT & Co. If, after 30 days, you find the value we deliver in the CAM Community doesn’t measure up, we’ll issue you a full refund. Your eligibility for a refund is assured when you’ve engaged in a 1-on-1 strategy session and actively participated in the group training. Our commitment is to provide insights and collaborative learning experiences that significantly enhance your account management practices.

In 30 Days, You Have…

 

NO. 1

Booked & Attended Your Strategy Call

You set your goals, joined your group training and understand the lay of the land inside CAM Community.


NO. 2

Completed Month One Of Training

Our cohort system keeps everyone on the same learning track, and by now, you’re well on your way!


NO. 3

Enhanced Efficiencies In Your Role

You’ve downloaded & installed our extensive library of 50+ SOPs, scripts and templates, combatting any inefficiencies in your account management processes.




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Get Ready To

Transform Your Agency's Client Experience

Transform Your Agency's Client Experience

 
 

We can’t wait to welcome you into our community! You will learn everything you need to succeed at Client Account Management and transform your agency’s client experience.