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The Account Manager Hiring Checklist Every Agency Owner Should Use

🎙️ Happy Clients Podcast: The Account Manager Hiring Checklist Every Agency Owner Should Use

If you’re wondering whether it’s finally time to hire an Account Manager, this episode is for you.

In this episode of the Happy Clients Podcast, we walk through the exact checklist we use with agency owners to decide when (and if) it’s time to offload client management.

We cover:

The subtle red flags that signal it’s time to hire

How client communication is quietly capping your growth

Why burnout doesn’t fix itself as your agency scales

The danger of letting contractors manage client relationships

A practical, data-backed checklist to evaluate your capacity

How to look at client load, churn, and MRR realistically

If you’re stuck managing clients, drowning in emails, or putting off growth because you “don’t have time to onboard someone,” this episode will give you clarity.

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Time ManagementGuest UserDecember 29, 2025Account Manager
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Agency Trends 2026: AI, Smarter Scaling & Client Strategy with Drew McLellan

Time ManagementGuest UserJanuary 5, 2026Account Manager
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When It’s Time to Hire an Account Manager (And When It’s Not)

Time ManagementGuest UserDecember 22, 2025Account Manager

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