Build Your Client Success Tracker in 3 Easy Steps:
Define. Define 3-5 key metrics that best reflect the success of your client relationships, taking into consideration what the company wants to achieve in terms of growth.
Set. Establish clear goals and objectives to know what success looks like in terms of client satisfaction, engagement, and project progress.
Track. By actively tracking and monitoring the chosen metrics, your account management team can develop a deeper understanding of the health of their client relationships and be proactive in addressing any potential issues
TRUSTED BY
With the Client Success Tracker, you'll have a straightforward and effective way to ensure your account management team is providing exceptional service to your clients and contributing to the company's growth.
Here's what some of our clients had to say...
"Taylor and team improved our agency's growth with their expertise, freeing us up and bringing in quality, experienced help quickly.”
— Tom Breeze
“I've been able to grow the non-service-based side of my business, which has been a dream come true.”
— Kerry Swetmon
“Our amazing DOT Client Account Manager hit the ground running in her first week! She's learned all the systems, created helpful templates and connected with each team member to understand their role and support them.”
— Lydia Martinez
I'm Taylor McMaster, a seasoned Account Manager and Founder of DOT & Company.
With years of experience and hundreds of successful clients under my belt, I've developed the ultimate tool for boosting client retention and agency growth - the Client Success Tracker.
We created the Client Success Tracker, and it's been a total game-changer for our internal Account Managers! This amazing tool will help you and your entire Account Management team take accountability for your role in client retention and overall agency growth.
Here's what some of our clients had to say...
“Investing in a client-facing person has been a big milestone for our business this year. Clients have grown to love having a single point of contact.”
— Miranda Calatrello
"I highly recommend DOT & Co for managing your client-side business. Their process ensures the right fit, and I'm thrilled with the decision.”
— Leanna Smith
“I highly recommend DOT and their expert account managers. Their solid processes made all the difference for me and transformed the way I manage my accounts. Thankful to have found them.”