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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 To Build The Perfect Agency with Agency Advisor Jason Swenk
How To Build The Perfect Agency with Agency Advisor Jason Swenk

Is your agency feeling more like a day job and less like an asset? Missing this could put you years behind.

Digital marketing guru and agency advisor Jason Swenk joins us to share his tips for doing more of what you love, and less of what you don’t.

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Time ManagementDOT & CoOctober 16, 2023Account Manager
Why More Account Managers Are Ditching the Office for Remote Work with Olivia Hanus
Why More Account Managers Are Ditching the Office for Remote Work with Olivia Hanus

At DOT & Company, we've embraced remote life since before the pandemic changed how agencies work. No matter where we are—from our at-home office to a café to the airport—we're always ready to bring fresh, exciting ideas to our clients.

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Time ManagementDOT & CoOctober 9, 2023Account Manager
Letting Account Managers Go and the Impact on Client Relationships
Letting Account Managers Go and the Impact on Client Relationships

Are you worried about what will happen if your Account Manager leaves your agency?

It's a question that often comes up when we talk to Agency Owners, so on this episode, we're chatting about the impact this can have on clients (Good news: it doesn't need to be a negative thing) and tips for how to help the transition.

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Time ManagementDOT & CoSeptember 25, 2023Account Manager
The Transition Timeline: When an Account Manager Should Assume Control
The Transition Timeline: When an Account Manager Should Assume Control

When can I expect my Account Manager to take over from me? 

This is one of the most asked questions we receive from agency owners, so this week on the podcast, we're sharing the answer.

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Time ManagementDOT & CoSeptember 11, 2023Account Manager
How To Create a Performance Evaluation for Account Managers | Creating a Culture of Excellence
How To Create a Performance Evaluation for Account Managers | Creating a Culture of Excellence

Do you have a robust performance evaluation process in place?

We're often asked how we manage performance reviews with our Account Managers – and today, we're sharing our step-by-step process!

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Time ManagementDOT & CoAugust 28, 2023Account Manager
Work Less, Earn More: How to Escape the Daily Grind of Agency Ownership with Karl Sakas
Work Less, Earn More: How to Escape the Daily Grind of Agency Ownership with Karl Sakas

Karl is an agency consultant who has worked with agencies across the globe. He's also an author and recently published his third book: Work Less, Earn More.

In this episode, Karl shares valuable insights and practical tools on how agency owners can achieve a better work-life balance.

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Time ManagementDOT & CoJuly 17, 2023Account Manager
Surviving and Thriving as an Agency Owner: Brent Weaver's Advice for the Toughest Challenges
Surviving and Thriving as an Agency Owner: Brent Weaver's Advice for the Toughest Challenges

This week on the podcast, we're thrilled to have Brent Weaver, CEO of Ugurus, as a guest! Ugurus is a business dedicated to helping agency owners grow and scale their digital agencies. In this episode Brent shares tips and guidance on how to overcome the key challenges that he sees when working with agency owners.

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Time ManagementDOT & CoJuly 3, 2023Account Manager
10 Struggles of Growing Your Client Management Team and How to Overcome Them
10 Struggles of Growing Your Client Management Team and How to Overcome Them

In this latest podcast episode, we dive into the 10 most common struggles agency owners face when growing their client account management team.

AND, we share insights and tips on how to overcome these common struggles.

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Time ManagementDOT & CoJune 19, 2023Account Manager
How to Build a Top-Notch Sales Team for Your Agency, with Joey Gilkey
How to Build a Top-Notch Sales Team for Your Agency, with Joey Gilkey

Discover the insider secrets to building a top-notch sales team for your agency in our latest podcast episode!

This week we have a special guest, Joey Gilkey, who brings a wealth of knowledge and experience with sales for marketing agencies! He started his own agency, ApexRevenue, specializing in sales operations and sales management, so you KNOW he’ll bring the goods in this episode.

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Time ManagementDOT & CoJune 5, 2023Account ManagerComment
So You Want To Hire Someone to Manage Your Agency's Clients...
So You Want To Hire Someone to Manage Your Agency's Clients...

In this episode, we delve into why Agency Owners often seek to hire a Client Account Manager. Plus, we explore the barriers that can come up and provide insights on overcoming them!

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Time ManagementDOT & CoMay 22, 2023Account ManagerComment
How Wholesale Media Buying Can Help Your Agency Scale Without Sacrificing Quality with Janak Mehta
How Wholesale Media Buying Can Help Your Agency Scale Without Sacrificing Quality with Janak Mehta

It can be tough finding the right talent and scaling your media buying team, right?! If that's a yes, then this episode is for you.

We chat with Janak Mehta from Clients Online, who has been in the digital marketing industry for over a decade. He shares his journey of building his agency, scaling a media buying team to also offering wholesale media buying services.

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Time ManagementDOT & CoMay 8, 2023Account ManagerComment
Is a 4-Day Workweek Right for Your Agency? Here's How This Agency Successfully Implemented This!
Is a 4-Day Workweek Right for Your Agency? Here's How This Agency Successfully Implemented This!

Paul from PaulGregory Media shares his agency's success story with a 4-day workweek pilot.

Listen to this episode to hear Paul's tips for how to implement the 4-day workweek to ensure it's a beneficial outcome for both your internal team and clients.

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Time ManagementDOT & CoApril 24, 2023Account ManagerComment
Your Most Asked Question: How Many Clients Should My Account Manager Be Managing?
Your Most Asked Question: How Many Clients Should My Account Manager Be Managing?

While there are no hard and fast rules for how many clients an Account Manager should handle, understanding capacity and the experience you want to deliver to clients can really help determine how many clients an Account Manager should be looking after.

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Time ManagementDOT & CoApril 10, 2023Account ManagerComment
Say Goodbye to Chaos: How SOPs Can Streamline Your Team's Workflow (And How We Create Them!)
Say Goodbye to Chaos: How SOPs Can Streamline Your Team's Workflow (And How We Create Them!)

Say goodbye to chaos in your team's workflow and hello 👋 to streamlined success with standard operating procedures (SOPs). This week's podcast episode delves into the importance of SOPs and the secret to creating them.

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DOT & CoMarch 27, 2023Comment
Surprising Reasons Why Agency Owners Avoid Public Relations (And How to Overcome Them)
Surprising Reasons Why Agency Owners Avoid Public Relations (And How to Overcome Them)

Listen to this week's podcast to hear why you shouldn't think of publicity as a dirty word and instead see it as an opportunity to grow your agency. We chat with Christina Lenkowski from Publicity by Christina, about why podcasts are a great platform to leverage publicity.

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DOT & CoMarch 13, 2023Comment
This One Is For Account Managers: How to Impress Your Agency Owner with Killer Reporting and Metrics [Exclusive Training Sneak Peek]
This One Is For Account Managers: How to Impress Your Agency Owner with Killer Reporting and Metrics [Exclusive Training Sneak Peek]

We've got you covered with this week's episode: "How to Impress Your Agency Owner with Killer Reporting and Metrics" Our recent training session was filmed live and made exclusively available to members inside CAM Community.

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DOT & CoFebruary 27, 2023Comment
Client Retention 101: How To Keep Your Clients for the Long-Run
Client Retention 101: How To Keep Your Clients for the Long-Run

These are just some of the struggles that many marketing agency owners face when it comes to client retention. But don't worry, we've got you covered! In this episode, we'll teach you how to improve communication, build strong relationships, and create successful partnerships with your clients.

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DOT & CoFebruary 13, 2023Comment
What Not To Do When Integrating a Project Management Platform in Your Agency
What Not To Do When Integrating a Project Management Platform in Your Agency

This week on the podcast, Emma Watt, our Training Manager, shares her expertise on the do's and don'ts of integrating a project management platform into your agency.

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DOT & CoFebruary 6, 2023Comment
Why the DOT Team Loves Working Remotely: The Benefits of Flexibility, Productivity, and Trust
Why the DOT Team Loves Working Remotely: The Benefits of Flexibility, Productivity, and Trust

We dive into what Jillian's day-to-day looks like. She loves having the ability to plan her day around what calls she has on, whether she thinks she'll work better at a coffee shop that day or choose to knuckle down at home to get work done.

Read More
DOT & CoJanuary 30, 2023Comment
From Corporate Cubicle to Virtual Assistance Pro: Meet Molly
From Corporate Cubicle to Virtual Assistance Pro: Meet Molly

Today on the podcast we chat with Molly who's the founder of Virtual Assistant Management! Molly also runs training programs to teach competency in the Virtual Assistant space, ensuring her VAs are confident and ready to be placed into businesses.

Read More
DOT & CoJanuary 23, 2023Comment
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