Whether you're a virtual assistant, an agency owner, or a client-facing account manager — we all deal with clients. Lucky for you, client management is what we do best, and on The Happy Clients podcast, we will answer ALL of your questions about managing clients in the agency world. Tune in weekly to the Happy Clients Podcast to level up your client management game.
🎙️ Happy Clients Podcast: Why Most Agency Owners Get Stuck at $30k–$80k/Month (And How to Break Through) with Chris Rudolph
Most agency owners don’t stall because they’re bad at marketing.
They stall because they’re stuck in the business instead of running it.
🎙️ Happy Clients Podcast: Why So Many Agency Owners Are Panic Selling... And What to Do Instead, with Steve Guberman
In this episode, we sit down with Steve Guberman to talk about what’s really happening inside agencies right now.
From panic selling and fear-driven exits to AI, layoffs, and shifting deal timelines, Steve shares what he’s seeing across the agency landscape, and why rushing to sell often leaves money and opportunity on the table.
Read More🎙️ Happy Clients Podcast: Why Agencies Are Being Fired in 2026 and The Post Scope Era with Raul Hernandez Ochoa
Why are agencies getting fired more often in 2026, even when they’re doing “good work”?
In this episode of The Happy Clients Podcast, I sit down with Raul Hernandez to break down what’s really changing in the agency world, and why traditional scopes, services, and delivery models aren’t enough anymore.
Read More🎙️ Happy Clients Podcast: Agency Trends 2026: AI, Smarter Scaling & Client Strategy with Drew McLellan
What does it really take to scale an agency in 2026?
In this episode, Drew McLellan breaks down the biggest trends shaping agencies right now, from how AI is actually being used, to why smarter scaling has less to do with tools and more to do with leadership.
Read More🎙️ Happy Clients Podcast: The Account Manager Hiring Checklist Every Agency Owner Should Use
In this episode of the Happy Clients Podcast, we break down the real signals that tell you whether bringing on an Account Manager (CAM) is the right move for your agency… or if something else should come first.
Read More🎙️ Happy Clients Podcast: When It’s Time to Hire an Account Manager (And When It’s Not)
In this episode of the Happy Clients Podcast, we break down the real signals that tell you whether bringing on an Account Manager (CAM) is the right move for your agency… or if something else should come first.
Read More🎙️ Happy Clients Podcast: How To Transition Client Relationships To Your Account Manager
In this episode of the Happy Clients Podcast by DOT & Company, we break down how to transition client relationships from the founder to an account manager without losing trust, control, or retention.
Read More🎙️ Happy Clients Podcast: How To Get The Most Out Of Your Account Manager
How do you actually get the most out of your Account Manager, without falling into scope creep, burnout, or blurred boundaries? In this episode, we dig into the real role of an Account Manager, how to set expectations, and the red flags agency owners should watch for. Jill and Jenna share what they see across dozens of agencies and how to build a partnership that supports retention, communication, and agency growth.
Read More🎙️ Happy Clients Podcast: Clients Don't Fire Agencies... They Fire Communication Gaps
Communication—not performance—is the real reason most clients leave their agency. In this episode of the Happy Clients Podcast, we break down why strong results aren’t enough to keep clients around and why proactive communication matters more than ever. You’ll hear a real story about a mid-sized performance marketing agency doing everything right on paper: high ROAS, lower CPA, and month-over-month revenue growth. Yet their client still left… not because of the numbers, but because they didn’t feel supported.
Read More🎙️ Happy Clients Podcast: Will AI Replace Client Account Managers?
Agency owners are adopting AI fast… but many are using it in a way that accidentally removes the human connection clients depend on.
Read More🎙️ Happy Clients Podcast: I Took 6 Months Off My Agency (It Ran Smoothly): What Agency Owners and Account Managers Must Know
If you’ve ever dreamed of stepping away from your agency, whether for a week, a month, or six whole months, this episode is for you.
Read More🎙️ Happy Clients Podcast Recap: Inside DOT & Company: What a Client Account Manager Really Does for Your Agency
Running a digital marketing agency comes with constant moving parts: client demands, tight deadlines, shifting priorities, and endless meetings. The real challenge isn’t just delivering results, it’s keeping clients happy, organized, and confident in your agency.
Read More🎙️ Happy Clients Podcast Recap: How We Run Client Meetings Like a Well Oiled Machine Step by Step Process
Losing clients doesn’t always come down to poor results, it’s often about poor communication. At DOT & Co., after managing hundreds of agencies over the past seven years, we’ve learned that successful client meetings are the cornerstone of long-term relationships. Here’s our step-by-step framework for running client meetings that build trust, clarity, and client loyalty.
Read More🎙️ Happy Clients Podcast Recap: How Operational Gaps Undermine Your Profit, with Jhana Li from Spyglass Ops
Most agency owners think they need a unicorn. What do they actually need? A solid operator who can plug the cracks, stop the leaks, and protect their profit. On this week’s episode of the Happy Clients Podcast, I sat down with Jhana Li, fractional COO, founder of Spyglass Ops, and queen of agency operations.
Read More🎙️ Happy Clients Podcast Recap: Outbound Sales Tips That Don’t Feel Cringe with Dan Englander from Sales Schema
Tired of sales advice that feels sleazy, outdated, or just not built for your agency? In this episode of The Happy Clients Podcast, we’re joined by Dan Englander — founder of Sales Schema — to talk all things outbound sales… without the cringe.
Read More🎙️ Happy Clients Podcast Recap: Your Agency’s Growth Problem Might Be… Your Books - with Brandon Kordower from AURA
Wondering why you feel stuck with you agency and can't find the reason? The problem might be in your books. Brandon Kordower from AURA is our guest today, and we will discuss the importance of getting the right numbers within the agency and how these can guide us to the grow we need.
Read More🎙️ Happy Clients Podcast Recap: How Convesio Helps Agencies Host, Convert & Get Paid (Without the Tech Headaches)
Ever wish you had a done-for-you dream team when it comes to hosting, email marketing, and payments for your clients' websites—without all the tech overwhelm? In this episode of the Happy Clients Podcast, Taylor chats with Tom Fanelli, founder of Convesio, about how agencies can scale smarter with less stress.
Read MoreThe Visual Strategy Secret Agencies Are Loving: How Funnelytics is Transforming Client Conversations
Ever wished you could make your clients see the magic behind your marketing strategy—without handing them a crash course in Google Analytics?
Read MoreHow to Build a Freedom-Focused Agency with Jason Swenk
If you're an agency owner who's ever felt the “I built this thing but now it’s running my life” burnout creeping in—this one's for you.
In this episode, Taylor sits down with Jason Swenk, the OG agency advisor and exit strategist, to talk about what it really takes to build an agency that works for you, not the other way around. Jason’s been in the agency trenches—scaling, selling, and now coaching others to do the same—and his insight is a goldmine for any founder craving freedom, not just more figures on a spreadsheet.
Read MoreHow Many Clients Should Your Account Manager Handle? Let’s Break It Down.
If you’ve ever caught yourself wondering, “How many clients is too many for my account manager?”—you’re not alone, friend. T
his week on The Happy Clients Podcast, we sat down with Jenna to pull back the curtain on that very question—and the answer? It’s not one-size-fits-all.
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