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: 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.
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. 🚀
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