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.
It's 2022 and we all KNOW we must have a social media presence. But what are the most important things you should consider for your (or your client's) social strategy for the biggest bang for your buck?
Meet Miranda Calatrello! She's a Social Media Manager and works with tons of companies helping them create a strong brand on their social media platforms.
Read MoreWOW, we've officially hit 100 episodes of The Happy Clients podcast! We're so thankful for every one of you who've tuned in, cheered us on and given us the encouragement to keep going.
In the last 100 episodes, we've talked about all things client management inside agencies, growing and hiring a team, best practices and so so SO much more. We can't wait to launch into the next 100 with you.
In this episode, we talk about our experience getting to 100 episodes of the podcast, and what we're the proudest of over at DOT and Company. We get into some tips on our hiring process, and how our training programs were created.
Read MoreA COO... who needs one?
In short: a chief operating officer (COO) is tasked with overseeing the day-to-day administrative and operational functions of a business. The COO typically reports directly to the chief executive officer (CEO) and is considered to be second in the chain of command.
BUT when do you need a COO in your agency?
Leah Leaves is a fractional COO for agencies, and she helps systematize the business for growth. She works with 7-figure agency owners helping them take their business to the next level.
Read MoreWhat Benchmarks Your Agency Needs To Really Understand Profitability
We talk all about clients here on The Happy Clients podcast, but without a healthy business, not much else matters! In today's episode, we invited Marcel Petitpas from Parakeeto onto the podcast to talk about all things profitability management.
If you're running an agency in 2022, this is a must-listen!
Read MoreWe all want to know the "secret to agency success", but seeing the grind is equally as important.
Introducing Bryan Starck from 100 Celsius.
A year ago he hired a Client Account Manager from DOT & Co. to help with his growing agency. What we didn't realize was how crucial this role was to his agency's success!
We know you'll love this episode!
Read MoreWe 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.
Read MoreClickUp is quickly becoming the rage here in the agency space and we wanted to learn from the best... so we invited Gray from ZenPilot on the podcast to give you the inside scoop!
Gray and his team at ZenPilot work with agencies to help them deliver better client services without the chaos. With the help of ZenPilot, agencies follow a proven playbook to fix their systems, processes, and project management so they can scale their agency. They've worked directly with over 2,300+ agencies, and you get the chance to see inside the work they do.
If you're an agency looking to move over to ClickUp, or you simply just want an inside look into a client management system, check out this episode!
Read MoreIf you're in the agency space, you've most likely heard of GoHighLevel. And we (not so secretly) wanted to learn more in-depth the ins, outs, benefits, features of this amazing platform to see if it's a fit for our agency clients.
On today's episode, we're interviewing the FOUNDER of GoHighLevel, Shaun Clark, to share the inside scoop of all things GHL.
Listen in if you've been curious about using this platform inside your agency!
Read MoreHanding-Off Long-term Client Relations To An Account Manager... How To Do It?
The most asked question from an agency that's looking for support with account management: how many accounts can an Account Manager handle. Second most asked question? How do I hand over my long-term clients to an Account Manager?
In this episode, we run through how we coach our agency clients, and our client account managers, on transitioning your clients over! We want to ensure this is a client-centric approach, while also prioritizing removing you (the agency owner) from the day-to-day.
If you've been held up on this question yourself, don't miss today's episode!
Read MoreWe 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.
Read MoreHannah Nieves Consulting is a Marketing, Branding and Public Relations consulting firm, based out of New York. They work with lifestyle entrepreneurs and brands, through their trio: marketing, branding and PR. Hannah believes that "you can build a profitable brand that's anchored with your purpose and values all while designing a life you truly desire". She and her team work with agencies just like you, helping facilitate their entire marketing strategy.
On this episode of The Happy Clients Podcast, we talk all things Public Relations
You're going to love this episode.
Read MoreIf 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.
Read MoreA 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!
Read MoreHow 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.
Read MoreWe 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.
Read MoreMaking 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.
Read MoreGet 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!)
Read MoreIn 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
Read MoreWelcome 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
Read MoreAs 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.
Read More
