The Happy Clients Podcast Episodes

Crafting Your Perfect Exit Strategy - Insights from Jonathan Baker on the Happy Clients Podcast

Hey there, fellow agency owners! I’m thrilled to share some golden nuggets from a recent episode of the Happy Clients Podcast, featuring Jonathan Baker, co-founder of Punctuation and a seasoned advisor to small and mid-sized marketing services firms. Jonathan’s journey from a marketing strategy consultant to founding a successful craft brewery, and now advising agencies, is nothing short of inspiring.

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Recently, we chatted with Jonathan Leafe, a distinguished agency consultant and thought leader with oodles of industry experience.

As a digital pioneer, he's witnessed the rollercoaster ride of agency transformations.

Understanding Goals and Skillsets of Agency Owners (Not Rocket Science!):

Jonathan shared that knowing your goals and prowess is pivotal. Aiming for growth isn't always the rainbows and unicorns solution, it sometimes pays to stay small and nimble for happiness and triumph.

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Want Actual Happy Clients? Here's How The Account Management Role Should Look & Work Inside Your Agency | with Craig Rodney

On the Happy Clients Podcast, let’s dive into a topic that’s going to transform the way you look at the Account Management function in your agency. This will make your clients genuinely happier, but also, your team. Today, we’re talking about the magic of account management with none other than *the* Agency Coach, Craig Rodney.

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Welcome to a new episode of The Happy Clients Podcast! In this episode, we chat with Laurie from Everflow to chat all things partner marketing, tracking, and attribution platforms. Laurie sheds light on how Everflow helps clients manage their partner programs and agency partnerships to achieve optimal results. The conversation dives into the importance of tracking, client retention, the challenges agencies face, and the benefits of using Everflow.

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Imagine your agency, where your sole role is to be the CEO. Imagine!

Often times, as an agency owner, it can feel isolating. You know where you want to go, you just don't know what to do.

What's where Jason comes in. And, in this episode, he'll share with you some of the HOWs.

Jason's mission is to be the resource he wishes he had when he was building his first marketing agency. He understands the stress, uncertainty, and long hours we as agency founders put into growing a successful agency!

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In this episode, Carl shares his pivotal role at Bureau of Digital. We dive deep into the Bureau of Digital's story, exploring how it has grown from intimate in-person events to a bustling online community, especially thriving during the challenges of the pandemic.

We talk a LOT about the power of community (especially for us in the agency world). You won’t want to miss Carl's insights on how a robust, supportive network can be a game-changer in navigating the ever-evolving digital landscape.

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Have you ever been misaligned on expectations with your client?

We *all* have.

But one of the things you can do to remove this barrier is to have a solid marketing plan for your clients. This exact strategy is what Corey Morris does for his clients at Voltage — and he's sharing it with you in this episode.

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Our host Taylor sits down with agency coach Steven Gubeman to discuss the challenges agency owners face and how to take their businesses to the next level. I know, I know, you've heard it before from the gurus, but this guy has 25 YEARS of experience.

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Let's talk about something crucial for your agency: aligning your value proposition with the client experience. This isn't just about having a snazzy pitch; it's all about ensuring every touchpoint with your clients reflects the unique value you bring to the table.

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The success of your agency often hinges on one critical factor: positioning. How does your agency stand out in a sea of competitors? How do you communicate your unique value proposition to clients in a way that resonates and drives results? These questions are at the heart of every thriving agency's strategy.

Enter David Hoos from David Hoos from Haus Advisors. He helps agencies position themselves, build key strategic partnerships, and create content that converts.

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Meet Todd

Todd is a seasoned professional specializing in M&A, working with agencies that generate between $1 million and $5 million in EBITDA. His clients are often successful agencies seeking to grow faster or take their business to the next level. Todd helps them achieve these goals through strategic transactions that provide liquidity and equity in a larger company (usually).

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The Most Important Hire in Your Agency (Don't Make This Mistake!)

If you're running an agency, you know how critical it is to hire the right people. Whether you're just starting out or have a team of A-players, each new hire can either propel your agency forward or set you back. 😮‍💨This week's episode we talk about the story of an agency owner who made a costly hiring mistake—one that set them back a year. Here's a sneak peek into what happened and what you can learn from it.

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Agencies often bud up against capacity issues. This means they can't take on more clients because their team is full... not a great way to scale, right?!

At DOT & Co., we solve a similar problem for agencies and we're always on the lookout for partners that can help our agency partners. Meet: E2M.

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She's Only Working Two Days Per Week? Agency Owner Edition

As an agency owner, we love to dream about taking a full hiatus from our agency. It's the ultimate success metric, right? You've built the team, the systems, the checkpoints that allow you that freedom.

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I kind of forgot to take a vacation… 🌴

After 5 years of building my Account Management agency, I’ve cracked the code on having a team that drives the bus. I’ve found myself…

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In the highly competitive 🌍 world of agency life, it's easy to feel overwhelmed with the tasks of driving the train and building the train tracks at the same time. We understand the importance of knowing how to handle the pain points as you grow your agency. 

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Corey Quinn, an agency growth and development expert, shares tips for founders on achieving balance and breaking free from the cycle. So, if you dream of becoming an independent founder who can enjoy life outside of work, you don't want to miss this episode!

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Meet the Team! How Two Account Managers Found Their Home at DOT & Company

In the (online) world of digital marketing, finding a workplace that aligns with your values, aspirations, and lifestyle can be tricky— but these two account managers found the hidden gem that is DOT!

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Client feedback is a key pillar in our 4-Pillar Framework for Account Management. It's an essential element to client retention, and every business needs to ensure you have a process in place for feedback!

In this episode, we invite our Agency Director, Katie, to chat about all things client feedback for agencies and account managers.

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Stress-Free Client Management: Tips for Maintaining a Healthy Work-Life Balance

At DOT & Co., we understand the daily challenges that come with managing client accounts for digital marketing agencies. There's no denying the importance of delivering 5-star client management services while also ensuring a healthy work-life balance.

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