The Happy Clients Podcast Episodes

If you're growing an agency, you KNOW the importance of hiring someone to take over client management— but is this a full-time or part-time role?

After listening to this episode, you'll learn what's the best plan of action for you and your agency. We're here for whatever you choose, but here are our thoughts. When we started, our goal was to help agency owners who needed premium talent who are efficient and not necessarily "full-time hours"

Reach out to chat with us about hiring someone part-time, or training your full-time team member. Don't have someone to hire full-time? We might be able to help.

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A Chief Operating Officer's experience is all yours .... meet 321 Pockets

We invited Josh Johnston on The Happy Clients Podcast to talk about all things ops inside agencies. Josh Johnston is the founder and operator of 321 Pocket Ops. Josh stepped into the COO role of Welling Media from 2018-2020—Scaling to a multiple 6 figure monthly revenues, 20 employees, and helped in the undertaking of its successful acquisition. Today, Josh is consulting with various agencies in the U.S. and Europe to help them scale their revenues, teams, and profits.

In this episode, Josh tells all about what to hand off in your agency first. We can't wait for you to listen in!

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How Many Clients Can One Account Manager Work With?

Or should we say... "How many clients should one account manager work with?

The most asked question from agency owners like you! And it's a good question. How else can you understand your margins on your clients?

In this episode, we'll answer your burning question: If I bring in an account manager, "How Many Clients Can One Account Manager Work With?"

Listen in to this week's episode on The Happy Clients Podcast to learn more.

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We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes.

We've launched our first-ever ✨Agency Spotlight✨ series.

Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies.

You're gonna love it.

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Making more profit and having insight into your finances is essential. I know that it can feel overwhelming as most of us (🙋🏼‍♀️ ) are more on the creative side and people side of the business, and brush finances to the side.

Am I right?

That's why we asked Adam Rundle from Clever Profits to come on this week's episode. He works with TONS of agencies just like you to help improve profitability using his unique and proven methods.

If you want to make more cash in your agency in 2022, listen in. This is gold.

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Get access to your clients' Facebook & Google accounts in 2-clicks, with Leadsie. ✅

We believe that the onboarding phase is SUPER important and we're always looking for ways to make this process seamless for clients. When we heard that a few of our Client Account Managers were working with Leadsie inside their agency, we reached out to learn more!

We did a trial and it literally worked so seamlessly. I can't wait for you to meet the founders of Leadsie in today's episode! You can get a free trial by going to Leadsie.io/happyclients where you'll get a 30-day trial (rather than the usual 14 days!)

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In this episode, we interview Ian Dawson, COO of Direction.com

We love when we get to chat with the operations team inside an agency. It really gives you a different lens as most of us are in that visionary seat.

In this episode, you'll learn how Ian and the team at Direction have scaled up their team for success and how they're growing into the new year as a solid team.

You don't want to miss this. Listen in here.

Connect with Direction.com here

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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!

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

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As an agency, who works with agencies, we get to see the inside of tons of different teams. But, do you?

We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes.

We've launched our first-ever ✨Agency Spotlight✨ series.

Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies.

You're gonna love it.

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Zoom life is REAL and everyone is living online, now more than ever. Between internal meetings, client meetings, and DOT & Co. social culture, we do it all on ZOOM.

Here's how we combat Zoom fatigue and make every interaction the best possible!

Listen to this week's episode (or share with someone on your team!) to hear how we're combatting the zoom fatigue.

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To start something new is always scary. For us, a podcast wasn't about making the dollar bills rain. Rather, it was all about credibility. We wanted to put ourselves out there and show YOU that we actually know what we're talking about. We get into the REAL reasons for starting a podcast in this episode. If you're curious, listen in.

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Optidge has developed a reputation as an agency that is highly motivated and provides results. They are persistent and creative problem-solvers who utilize their extensive experience to strategically develop cutting-edge Internet marketing and social media campaigns.

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In this week's episode, we are so excited to interview Todd from Tresnic Media! He is an amazing digital marketer and has a very unique strategy for growing and scaling his client's marketing.

His unique four-step strategy is like no other. We are excited for you to take a step inside his agency to learn the ins and outs of how he's grown to be where he is today. Not only is Todd an amazing client of ours but he has an inspiring agency owner that we think you will learn so much from.

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Rickilee has a unique approach to running her agency. In this episode, you'll learn how she's scaled up her team (including a client account manager!) and her process to getting out of the day-to-day and into the CEO seat.

We're all about learning from different agencies, and a copywriting agency is so unique (and soooo needed). Rickilee is a delight and we KNOW you'll love this episode.

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James Rose is the host of the show Agency Highway. His show brings on agency owners within the industry to discuss paths to success. James and his guests share their advice on how to earn more and work less and they share their experiences of all the common industry pitfalls and how to avoid them.

In this episode, we dug DEEP into his agency and how he saw success.

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After tackling over 11 years in strategic marketing, branding, social media, and event planning for powerhouse retailers Barnes & Noble and Whole Foods Market, Lydia decided it was time to get back to her entrepreneurial roots.

In today's episode, Lydia pulls back the curtain, and tells all. From jumping ship from corporate → agency life, growing a team and what she as the CEO is now focusing on. If you're an agency owner, this will inspire you & leave you ready to take MASSIVE action!

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What does the day in the life of a client account manager look like? Well, this is the most asked question around here at DOT and we thought, why don't we interview our team members at DOT to give you the real juicy inside scoop of a client account manager!

Inside of this episode, we have individually asked client account managers, what a day in the life looks like. After listening, you'll have an inside look at what our day-to-day looks like!

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Have you ever wondered how an introverted freelancer can go out to create a successful agency? Well, you're in for a treat with the one and only Will Wang, from Growth Labz.

Will and his team help businesses implement sales and marketing systems that not only bring them a steady flow of leads but does so in a way that is cost and time-effective.

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Here's your inside scoop on what Client Account Managers do at DOT & Company. This week, we feature our powerhouse CAM, Jenna Meldrum, to give her candid take on life inside of three (yes—three) agencies and how she crushes client management.

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Have you ever wondered what it's like to build an agency empire with your significant other? Watch these two lovebirds collide their backgrounds of Psychology + Film/TV to create a digital marketing agency that takes Australia by storm.

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