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How To Get The Most Out Of Your Account Manager

🎙️ 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.

We cover:

-What should fall under an Account Manager’s scope

-The early signs of scope creep (and how to prevent it)

-How to onboard an AM the right way

-How to empower your AM without overloading them

-Why transparency and business context matter more than you think

Whether you’re hiring your first AM or managing a growing team, this episode will help you build a smoother, happier client experience.

We help agency owners grow by taking client management off your plate, and putting you in the CEO seat instead →→→→→→→→→→→→→→→→→→→→

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Ready to stop managing clients all day?

We’d love to take care of your clients!

We'll show you how

We’d love to manage your clients… so you don’t have to.

Time ManagementDOT & CoDecember 8, 2025Account Manager
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