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The Happy Clients Podcast Episodes

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.

Listen Here: ITUNES | SPOTIFY

 
 

MOST POPULAR EPISODES

  • How Many Clients Can One Account Manager Work With?

  • Client Retention: How We Keep Clients For Years

  • Difference Between A Project Manager & Client Account Manager?

 

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New Episodes

How We Created Our Superstar Team Culture
How We Created Our Superstar Team Culture

You're growing an agency and a team— things are fun and exciting. However, when it comes to keeping your team happy, how are you doing?

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DOT & CoMay 13, 2021Comment
Inside Secret: Why Delegating Is So Hard For Us
Inside Secret: Why Delegating Is So Hard For Us

Tune into this episode of The Happy Clients Podcast to learn more about how we manage clients in the agency world, and how we also use our CAM skills to ensure we're delegating properly.

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DOT & CoMay 10, 2021Comment
Why You Can't Manage Clients And Sales At The Same Time
Why You Can't Manage Clients And Sales At The Same Time

On this episode of The Happy Clients Podcast, we're talking all about the sales process in an agency, and where we see different agencies structuring their team.

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DOT & CoMay 6, 2021Comment
Agency Chats: The Creation of SOUP with Amanda Perry
Agency Chats: The Creation of SOUP with Amanda Perry

Learn how Amanda Perry turned her agency, SOUP, from two employees to now 27 (with hundreds of clients) all amidst the global pandemic.

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DOT & CoMay 3, 2021Comment
Should I Feel Bad About Not Wanting To Work With My Clients?
Should I Feel Bad About Not Wanting To Work With My Clients?

We, agency owners, take everything personally. It's okay to want to hand over the day-to-day to someone else. I mean, how awesome would it be to have someone fully dedicated to your clients!?

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DOT & CoApril 29, 2021Comment
Who's Your Perfect Agency Client? Here's Ours →
Who's Your Perfect Agency Client? Here's Ours →

No matter the service or product, it's always critical to outline ideal client avatars in any agency. In the DOT & Company world of Client Account Management, we are always getting asked who our *perfect* agency client is. And now we're here to spill it!

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DOT & CoApril 26, 2021Comment
DOT Facebook™️ Ads Lab For CAMs | An Inside Look
DOT Facebook™️ Ads Lab For CAMs | An Inside Look

Ever wonder what you need to know about the backend of Facebook when working with non-techy clients? Look no further. Emma from DOT & Co. introduces the Facebook™️ Ads Lab For CAMs.

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DOT & CoApril 22, 2021Comment
Real Agency Talk: Hiring For YOUR Values with Matt Jones
Real Agency Talk: Hiring For YOUR Values with Matt Jones

We love connecting with fellow agency owners and getting their perspectives on growing a team. Get ready to be inspired— hot-ticket item Matt Jones is on the mic.

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DOT & CoApril 19, 2021Comment
Meet DOT & Co. | All Talk Edition
Meet DOT & Co. | All Talk Edition

On this week's episode of the Happy Clients Podcast, we dive into the two sides of our business and give you the inside scoop on the DOT team. All talk, all action.

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DOT & CoApril 15, 2021Comment
How To Teach Your Team To Confidently Email With Clients
How To Teach Your Team To Confidently Email With Clients

Email communication is a hard language to teach, and our team is here to share our take on perfecting client comms that are concise, friendly, and always correct.

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DOT & CoApril 12, 2021Comment
The Numbers Every Client-Facing Marketer Should Know
The Numbers Every Client-Facing Marketer Should Know

How to communicate numbers in a way that really gives confidence to your clients and reminds them that you know what's up.

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DOT & CoApril 8, 2021Comment
Here's Why We Love Managing Clients (Inside DOT & Co)
Here's Why We Love Managing Clients (Inside DOT & Co)

With holiday long weekends passing and seasons changing, we took some time at DOT & Company to pause and reflect on why it is that we love what we do.

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DOT & CoApril 5, 2021Comment
Lead Generation Client Onboarding Flow
Lead Generation Client Onboarding Flow

Word on the street is, onboarding clients properly and effectively will keep them around for much longer. Don't believe us? Keep reading.

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DOT & CoApril 1, 2021Comment
How This Power Couple Created An Agency Where Life + Biz Intersect
How This Power Couple Created An Agency Where Life + Biz Intersect

On this week's episode, we had an inspiring conversation with Angelo Dorado and Kelsey Cole, founders of MVM Inc. Needless to say, they are a digital-marketing power couple.

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DOT & CoMarch 29, 2021Comment
Your Agency Does NOT Need To Be Ready Before Hiring A Client Account Manager
Your Agency Does NOT Need To Be Ready Before Hiring A Client Account Manager

Your agency does not need to have SOP's, workflows, or even specific roles for the client account manager before hiring someone like us (DOT!).

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DOT & CoMarch 25, 2021Comment
The Fundamentals of Successful LinkedIn Ads with Anthony Blatner
The Fundamentals of Successful LinkedIn Ads with Anthony Blatner

In the ever-evolving world of digital advertising, it's important to understand which platforms and strategies can help you stand apart and scale above the rest. Let's talk LinkedIn.

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DOT & CoMarch 22, 2021Comment
Angry Clients? Here's How To Make Them Feel Better
Angry Clients? Here's How To Make Them Feel Better

We always talk about how GREAT our clients are, and yes - they’re AWESOME. But sometimes it all goes sour, and being the client-facing piece to the marketing puzzle, we need to make sure we’re cool, calm and collected.

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DOT & CoMarch 18, 2021Comment
Client Retention: How We Keep Clients For Years
Client Retention: How We Keep Clients For Years

A key piece to how we keep clients for years (literally, YEARS) comes down to how & who we hire, our premium training program, and genuine understanding of client needs.

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DOT & CoMarch 15, 2021Comment
How We Train Client Account Managers | Our Secrets
How We Train Client Account Managers | Our Secrets

A question we always seem to get from agency owners is: how do we train up premium Client Account Managers?Here to solve all of your training woes is Emma, our expert CAM + Training Manager at DOT & Co.

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DOT & CoMarch 11, 2021Comment
Client Reporting | The Good, Bad, and (attribution window) Ugly
Client Reporting | The Good, Bad, and (attribution window) Ugly

Let's talk about client reporting. It's a huge piece of our client management role. Client reporting is usually good but sometimes it's bad and we are generally the people who are communicating this to clients.

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DOT & CoMarch 8, 2021Comment
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