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 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.
Read MoreWhy Agencies are Ditching Spreadsheets (and Falling in Love with Copper Instead)
If you’ve ever felt like your agency’s backend is being held together with duct tape, Google Sheets, and a prayer—this one’s for you.
In this episode, Taylor sits down with Perry Langenbahn from Copper (a CRM that actually gets agencies) to chat about how teams are moving from clunky, cobbled-together systems to sleek, streamlined operations—and finally getting their time (and sanity) back.
Read MoreWell, hey there, friend. Pull up a chair and grab that oat milk latte, because this one’s a game-changer.
In this Onboarding Series of The Happy Clients Podcast, we’re pulling back the curtain on one of the most make-or-break pieces of agency client work: onboarding. Yep, that dreamy, red-carpet welcome moment where client relationships are either built to last (or left scrambling from the get-go).
Read MoreToday’s episode is a must-listen if you’re an agency owner looking to hire an account manager for your agency. We’re peeling back the curtain on THE hiring process we've developed after hiring tons and tons of account managers for agencies—with insights from Adelaide, our recruiter at DOT—so you can hire with confidence.
Read MoreWhat’s the secret sauce to running a thriving agency? In this episode of The Happy Clients Podcast, we’re peeling back the curtain on scaling with systems, landing high-ticket clients, agency growth hacks with Melissa Morris from Your Agency Authority. From battle-tested strategies to "wish I knew this sooner" lessons, this convo is packed with gold.
Read MoreHow Much Is Too Much? The Account Manager Capacity Question
Welcome back to The Happy Clients Podcast! Today, we’re tackling one of the most frequently asked questions from agency owners and account managers alike: What is too much for an account manager? To help answer this, I’m joined by Jenna Meldrum, who manages a team of account managers here at DOT & Co., and has a unique behind-the-scenes look at how different agencies operate.
Read MoreThe First Step to Fixing Your Agency’s Account Management Process
Let’s be real—account management can feel like juggling flaming swords while blindfolded. Agency owners often find themselves buried in client emails, chasing down project updates, and wondering, “Where the heck do we even start fixing this?”
In this episode of The Happy Clients Podcast, we pull back the curtain on the very first step we take when working with agencies: the account management audit. And trust us, it’s a game-changer. 🚀
Read MoreThe Gold Standard of Account Management: Five Years in the Making
Welcome back to The Happy Clients Podcast! Today, we’re rolling up our sleeves and getting tactical with what we call The Gold Standard of Account Management. If you’re an agency owner or account manager, this is the episode you can’t afford to skip.
Read MoreHow to Go from Good to Great in Account Management: A Gold Standard Approach
📣 Cue the confetti! This week on The Happy Clients Podcast, we’re diving into what it takes to level up your account management game and become an indispensable part of your agency team. Joining us is Jillian, a senior department manager at DOT & Company, whose four-plus years of account management experience have helped shape what DOT calls the Gold Standard for client care.
Read MoreClient Retention for Agencies: The Secret to Long-Term Growth
Insights from Tiffany, Senior Department Manager at DOT & Co.
If you’ve ever wondered how to grow your agency without constantly chasing new clients, the answer might be simpler than you think: client retention. On this week’s episode of The Happy Clients Podcast, Taylor sat down with Tiffany, Senior Department Manager at DOT & Co., to talk about why client retention for agencies is the ultimate game-changer.
Read MoreHow to Master Proposals and Win More Clients in 2025
🎙️ The Happy Clients Podcast is back with a bang! In this episode, Taylor welcomes back Joe, the mastermind behind Smart Pricing Table, to tackle a pain point every agency owner knows too well—proposal anxiety. If you’re juggling client demands, tight deadlines, and the quest for clarity in your sales process, this one’s for you.
Read MoreNavigating Tricky Clients: Tales from the Agency Trenches
Navigating tricky client relationships doesn’t have to feel like walking a tightrope—it’s all about striking the right balance between empathy, clear communication, and firm boundaries. The secret sauce? Managing expectations from the get-go. Whether it’s setting deadlines, deliverables, or keeping everyone aligned with meeting schedules, clarity upfront sets the stage for smooth sailing later on. 💪🏻
Read MoreHow to Set Quarterly Goals for Your Agency: A Step-by-Step Guide 🏆
Goal-setting isn’t just about dreaming big – it’s about getting everyone on your team rowing in the same direction. In this episode, we sat down with Jill from DOT Scalable to talk about how agency owners and account managers can work together to map out effective quarterly goals.
Read MoreIn this episode of The Happy Clients Podcast, Ashton Shanks joins us to share his journey through a transformative agency merger. Ashton offers a behind-the-scenes look at how transparency, trust, and open communication were crucial in making the merger successful, despite the challenges of navigating team dynamics and resistance to change. 💪🏻
Read MoreHow to Handle Unhappy Clients: Expert Tips from Tiffany
In this episode of The Happy Clients Podcast, we dive into a topic that’s not always the easiest to tackle, but one every agency owner will face at some point: unhappy clients. Tiffany, Senior Department Manager, takes the mic to share her personal stories of navigating difficult client situations and provides actionable strategies to defuse negative scenarios.
Read MoreBalancing Parenthood & Agency Life with Regina of Tenuto Consulting
Welcome to another inspiring episode of The Happy Clients Podcast! Today, we're thrilled to have Regina from Tenuto Consulting join us for a heartfelt conversation on balancing motherhood and running a successful agency. As moms ourselves, this topic is especially close to our hearts, and Regina shares a deeply personal journey that will resonate with any parent in the agency world. ✨
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