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.
In this episode, we're talking allll about boundaries and why they're so important to set. We chat about how to manage expectations from the start (we don't want to sound like a broken record but clear communication is key). So that means confirming deliverables and timelines from the get-go (in writing ✏️).
Read MoreAdam touches on the difficulty he had outsourcing web dev previously (I'm sure some of you can relate). Then fast forward to now, where he's running an agency that partners with agencies offering custom design, website dev, and app development.
Read MoreIn our final episode of 2022, we're wrapping up the year by talking about what NOT to do when you have more than one Account Manager. It's an exciting time when your agency has grown so much that you need to bring on another Account Manager 🌱 - WIN
Read MoreRemote working has become a lot more popular, in the last few years, as many businesses had to adapt during the pandemic. Buuut we think it should be here to stay, and here's why - a remote team can actually have a positive impact on your bottom line.
Read More🚨We're spilling our secret sauce for hiring premium Client Account Managers! Yep, we're sharing ALL the details of our hiring process from where we look for talent through to every single step that candidates take before being hired by us.
Read MoreThis week on the podcast we have our final training with operations expert, Alyson! So, you've taken the leap and finally hired a Client Account Manager - well done you! BUT how do you manage your Account Manager to make sure you're getting an ROI and setting them up for success?
Read MoreIf you hire a new Account Manager, you want to set them up for success 💪 We're digging into the best ways to do this and sharing takeaways you can start doing RIGHT NOW! The truth is, removing you from the day-to-day of the business can feel uncomfortable.
Read MoreWe're diving into the #1 asked question from agency owners: When Should I Hire An Account Manager? Here’s the truth: Any time is the right time to hire an Account Manager. Because you’re never going to have everything *just so* before hiring—and if you hire well, you don’t have to.
Read MorePerhaps you're hesitant to hire a Client Account Manager because you don't have the time to train someone OR you've hired an Account Manager before, and it hasn't gone well. BUT not having a dedicated Client Account Manager in your agency could hinder your growth!
Read MoreWith the Holidays just around the corner, we hear a lot of people buzzing about what to give their clients. But in our opinion, this should be a part of your overall marketing strategy and budget for the year! 🎁 Now, stick with us...
Read MoreAre you addicted to being busy? We see this SOOOO frequently with agency owners — they think that once they hire a Client Account Manager, they'll finally get to the other things in their business, but they just get busy with other tasks.
Read MoreIn this episode, we're identifying who YOU need inside your agency—an Account Manager or Project Manager. Simply put, an Account Manager is responsible for keeping the client happy. How do they do that?
Read MoreSo, you’ve already hired a client account manager (or 2 or 3) - GREAT START! AND now you’re wondering whether it’s time to pull the trigger on hiring another superstar account manager?
Read MoreWe are often asked, should I invest more in training my account manager or hire someone else? It can be a tough decision - as we all know how important it is to have someone you can trust to look after your clients.
Read MoreWe're here to give you a peek behind the curtain on what the typical pain points are that agency owners are experiencing when it's time to bring on a Client Account Manager (and when it's not quite time yet).
Read MoreMeet Ryan Pullano—a professional DJ (!) turned digital marketer. As an entrepreneur, he combined his love of marketing and computers to build a successful agency that's now focusing on the Medspa space.
Read MoreWhen we talk about the life of a Client Account Manager, there's a lot that goes into this role. Not only are CAMs client-facing and in-charge of client relationships, there's a ton of other Project Management facets and operational pieces that go into the role that can sometimes be overlooked.
Read MoreIt's time to put your client manaement on autopilot. All the systems and templates in the world are worthless if they don’t automate the next steps for your team—ours do.
Read MoreWe meet with agency owners 👏🏾every 👏🏽single 👏🏻day but we figured, why not share our story of how we've grown DOT & Company to where we are today?
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