Now What? Your First Month With Your New Client Account Manager. What It's Actually Like
Welcome to DOT & Co! If you're new here, we're Client Managers for Marketing Agencies. Agencies hire us when they're getting in their own way of growth by hiring a trained pro from our team.
On this episode, Taylor interviews Agency Director (and co-host!) Katie on what to expect in your first month of hiring a Client Account Manager inside your agency.
It all starts with our Agency Portal. A checklist to make sure you have everything ready for your newest team member - your CAM!
Inside our portal Agencies check off the most important items for their CAM: set them up with an email, add them into PM tools, making sure the team knows they're coming and what to expect. The most important piece is our Agency Homework. We've crafted typeforms that allow us to gain insight into your clients and also speak to the main KPIs you want to see while working with a DOT & Company CAM.
Now that CAM has access, let the Client Management magic happen!
Access > Onboarding > Deep Dive into Clients> Meet with Katie > Pulse on CAM performance
The first month is all about gaining insight, learning about clients and the agency, so that when a Client Account Manager is taking on meetings, comms, project management, they know what's up. It's like a CAM sponge. We absorb information, take action, and document every step of the way. Hello SOPs.
Once you have your CAM inside of all the platforms, you will introduce them to your clients - don't worry we have a template for that. Have them sit in on meetings, they will start to understand the client, the flow, and all information needed to support your agency and the client.
Our CAMs go the extra mile, we want to make sure we're doing our part too! So we research, deep dive, and make sure we know everything about your clients and their history with your agency. Nothing wrong with getting our creep on!
You will also book a meeting with Katie, Agency Director. She's the glue holding it all together. Katie manages all our CAMs, so she's the one with her pulse on what's happening and helping where needed. You'll want to meet her, obviously! In this meeting, we discuss expectations and make sure we have a clear direction of how our CAM can best service your agency. Plus we kick off what will be a long-lasting relationship!
You will also get regular updates from Katie - look for quick feedback survey's this is how we know we're doing a good job, or catch any snags in the first few weeks of working together.
Then, continue the process: have meetings, get your CAM involved, make sure you're sharing, and they're asking questions. This is a learning curve and we want to make sure we're well equipped. Now is the time to get everything out there - so we can document it, improve the process and make sure we're not asking the same questions twice.
You'll have more time to grow your biz and your CAM will be the go-to person for client comms in no time!
Curious if we could help? Email us! www.dotandcompany.co/contact
Cheers to happy clients,
Taylor