DOT & Company Client Account Manager FAQs

Everything You Need To Know About DOT & Co.

 
 
 

Frequently Asked Questions

 
  • We are fractional Client Account Managers, offering part-time support with different packages tailored to the needs of your agency. Not sure how much time you need? Don’t worry, we’ll help you figure it out!

  • This depends on the scope and meetings required. The easiest way to thnk of it is how many internal and client meetings do you have? Then double that, and it’ll give you an approximate number of hours per week you’ll need help with and we’ll help you align in one of our 3 pricing phases.

  • We price based on phases of time. We can phase up, yes! We don't do additional 'hours', we'd like to see how much time you'll need generally on a monthly basis. So eg. if you start in the Basic Tier and realize by three weeks that you'll need to phase up, we'll adjust from there!

  • You’d have a dedicated Client Account Manager from DOT & Co.

  • Of course! Our CAMs are part of your team, they represent your business, they speak to your clients, so it only makes sense for them to be looped in internally. If you have a weekly team call - we’re there. Having an annual staff training - we’re there. We deliver on what’s best for your business and the more internal communication with the staff, the better!

  • Generally 1 month. All of our CAMs come from digital marketing backgrounds, so the learning curve when joining a new agency tends to focus on learning about your agency’s clients, software, internal structures, and intricacies. Where there is less focus on how to do the role, onboarding typically takes around a month or so before the CAM would be gearing up to take the lead on client calls, reporting, onboarding, etc.

  • We all track our time, but we don’t get granular in terms of a specific project. You and your CAM can determine if you need specific time tracking in place (eg. # of meetings)

  • This is a huge benefit to working with us at DOT & Co. We handle the hiring, training, managing and retaining. When we are pairing a CAM from DOT into your agency, we look for a perfect match— personality, experience, timezone and capacity. You would meet this person before working with them to ensure we did our match-making perfectly!

  • We have a team of account managers ready to help support. It's always on a case-by-case basis. Eg if your CAM is off for a long weekend, likely this isn't something that needs to be covered as long as it's planned out ahead of time and everything is easily covered, but if she's planning an extended vacation, we'll help cover. Also, if she were to leave DOT & Co. (heaven forbid!) we'd have another person step in!

  • The time varies, but generally 2-6 weeks.

  • We, fortunately, don’t have much turnover, however, we do have systems in place. We keep up to date on your agency SOPs by ensuring they're documented on your side and our side as well as on a bi-weekly basis. Our team will have an understanding of your agency and your clients so that if our CAM ever decided to leave, everything's well documented and we can jump in (worst case scenario).

  • This is not part of our model, as our Account Managers work in generally two agencies at once, so we don't want to take that person away from another agency. If you want someone full-time after working with us, we're more than happy to help train your full-time Account Manager!

  • All of our team members are full-time at DOT & Co.

  • We invoice monthly, recurring on the start date. We don't include what hours are spent on, it's based on the phase you're in.

  • Totally understandable - and this is often where the DOT & Co. model makes the most sense. A full-time in-house Account Manager at market salary can easily cost $80–100K+ annually once you factor in payroll, onboarding, management overhead, and the risk of a bad hire. With DOT & Co., you’re plugging into an experienced AM system at a fraction of that investment, while keeping flexibility as your agency grows. Instead of taking on fixed payroll too early, you can scale support alongside new business and deal flow, giving you breathing room while still preparing for growth.

  • This is exactly the growth ceiling we’re designed to solve. Most agencies eventually hit a point where growth becomes limited by their ability to hire, train, and manage more internal staff. That process slows momentum right when agencies need to move quickly. Our model gives you immediate account management support without building an entirely new internal department first. That means your sales velocity is no longer capped by your delivery hiring pipeline.

  • Very common and honestly, it’s one of the biggest reasons agencies bring us in. Your strategist remains the strategic lead on her accounts, while your DOT & Co. Account Manager takes over the day-to-day client communication, meeting prep, follow-ups, status updates, and internal coordination. Your strategist stays involved where her expertise is most valuable: strategic thinking and client direction. Most strategists in this situation tell us within the first 60 days that they finally feel like they “got their job back.” At the same time, it frees up strategic capacity for your new business growth.

  • There can appear to be overlap at first glance, but the roles are typically very different in practice.

    Account Managers focus on the client-facing relationship - communication, strategic execution, meeting management, scope alignment, and identifying growth opportunities.

    Project Managers typically focus on internal delivery - timelines, task coordination, resourcing, and keeping projects moving across the team.

    When DOT & Co. comes in, we usually take ownership of the client-facing layer, which often allows strong PMs to focus more deeply on internal execution and operational efficiency. In many cases, this actually makes the PM role more valuable, not less. We’re always happy to map responsibilities out collaboratively so you can decide what structure makes the most sense for your team.

  • A smooth transition is one of the most important parts of our process. The handoff is intentionally gradual and collaborative. Your strategist remains involved during the transition period and introduces the DOT & Co. Account Manager as a dedicated extension of the team - not a replacement.

    Typically, the AM will first shadow calls and communication, then begin co-leading, and eventually take the lead over a 4+ week transition period depending on account complexity. Clients generally end up feeling more supported because their AM has the bandwidth to be consistently responsive, proactive, and organized.

  • Everything stays within your systems, tools, and client records. Documentation, processes, meeting notes, and account context remain fully accessible to your team at all times. If you ever decide to transition the work back internally, we support that handoff to ensure it’s as seamless as possible. While long-term partnerships are always the goal, we believe agencies should feel confident knowing they retain ownership of their processes and client relationships throughout the engagement.

 

 
 
 
 

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