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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

Meet the Team! How Two Account Managers Found Their Home at DOT & Company
Meet the Team! How Two Account Managers Found Their Home at DOT & Company

Meet the Team! How Two Account Managers Found Their Home at DOT & Company

In the (online) world of digital marketing, finding a workplace that aligns with your values, aspirations, and lifestyle can be tricky— but these two account managers found the hidden gem that is DOT!

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Time ManagementGuest UserMarch 4, 2024Account Manager
Client Feedback 101: How to Use it to Improve Your Agency's Services
Client Feedback 101: How to Use it to Improve Your Agency's Services

Client feedback is a key pillar in our 4-Pillar Framework for Account Management. It's an essential element to client retention, and every business needs to ensure you have a process in place for feedback!

In this episode, we invite our Agency Director, Katie, to chat about all things client feedback for agencies and account managers.

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Time ManagementGuest UserFebruary 19, 2024Account Manager
Stress-Free Client Management: Tips for Maintaining a Healthy Work-Life Balance
Stress-Free Client Management: Tips for Maintaining a Healthy Work-Life Balance

Stress-Free Client Management: Tips for Maintaining a Healthy Work-Life Balance

At DOT & Co., we understand the daily challenges that come with managing client accounts for digital marketing agencies. There's no denying the importance of delivering 5-star client management services while also ensuring a healthy work-life balance.

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Time ManagementGuest UserFebruary 5, 2024Account Manager
From Chaos to Cohesion: How a Client Account Manager Can Help Streamline Your Agency's Operations (and why you NEED one)
From Chaos to Cohesion: How a Client Account Manager Can Help Streamline Your Agency's Operations (and why you NEED one)

Your Account Manager Should Eliminate Chaos (Here's How)

We believe an Account Manager is a crucial role within an agency. With the right person in this seat, it can skyrocket your ability to serve your clients, scale your revenue, and get you out of the way (sorry, had to say it!).

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Time ManagementGuest UserJanuary 22, 2024Account Manager
Subcontractor Management: How to Effortlessly Manage Outsourced Work
Subcontractor Management: How to Effortlessly Manage Outsourced Work

Does your agency work with contractors to support you with client work?

Inside our community of Account Managers, we cover a range of topics, but one that comes up time and time again is: how can I manage contractors in a way that feels effortless?

I've pulled a recording from our monthly membership and I'm sharing it with you for free— a sneak peek into what goes on inside CAM Community.

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Time ManagementGuest UserJanuary 8, 2024Account Manager
The Advantages of Having Two Client Account Managers on Your Team (It's Not JUST Double The Fun)
The Advantages of Having Two Client Account Managers on Your Team (It's Not JUST Double The Fun)

Scaling Your Agency? Meet This Dynamic Duo of Account Managers! Tiffany and Lynnia from DOT & Company.

As an agency owner, you know that scaling your business requires more than just you in the driver's seat. At some point, you need a top-notch Account Management team to handle the growing client base, plus ensure that everything runs smoothly. Yikes.

But what happens when the workload gets to be too much for one person to handle?

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Time ManagementGuest UserDecember 18, 2023Account Manager
Juggling Multiple Clients? Here's How to Do It Like a Pro
Juggling Multiple Clients? Here's How to Do It Like a Pro

Managing all of your clients can feel like a full-time job— whether you have two or fifty-two. 😮‍💨

And we just so happen to have some tricks up our sleeves that make this job just a little easier.

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Time ManagementGuest UserDecember 4, 2023Account Manager
Your Roadmap to Time Freedom with Jen Eckhardt
Your Roadmap to Time Freedom with Jen Eckhardt

Are you an entrepreneur struggling to delegate day-to-day tasks, like meetings, emails, and project management?

Discover the roadmap you NEED to delegate, find time freedom, and take your agency from integration to innovation.

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Time ManagementGuest UserNovember 20, 2023Account Manager
Invoicing and Payments 101: Simplifying the Financial Side of Client Management
Invoicing and Payments 101: Simplifying the Financial Side of Client Management

You're apprehensive about delegating invoicing and payment responsibilities to your Account Manager, fearing your team won't meet your high standards? 💸

That's common, but doesn't need to be your reality.

Lucky for you, we pulled this training from inside our Account Manager training program and dropped it for free on The Happy Clients Podcast. Because, we believe it's so important for your AM's to know HOW to speak to clients re: their invoices and payments.

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Time ManagementGuest UserNovember 6, 2023Account Manager
Business Mapping: Tips to Streamline Your Workflow and Boost Your Output with Sarah Duran
Business Mapping: Tips to Streamline Your Workflow and Boost Your Output with Sarah Duran

At DOT & Company, you already know we love to share everything we learn from working inside hundreds of agencies!

On today’s episode of The Happy Clients Podcast, successful solopreneur, Sarah Duran, shares her pro tips for owning your work, worth, and wisdom.

What does this mean for you? Whether you’re an entrepreneur, solopreneur, side hustler, or 9-5er looking for a more flexible life—This episode delivers the map you need to navigate your journey successfully. Aka, your cheat sheet.

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Time ManagementGuest UserOctober 23, 2023Account Manager
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 ManagementGuest UserOctober 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.

Read More
Time ManagementGuest UserOctober 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 ManagementGuest UserSeptember 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.

Read More
Time ManagementGuest UserSeptember 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!

Read More
Time ManagementGuest UserAugust 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 ManagementGuest UserJuly 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 ManagementGuest UserJuly 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.

Read More
Time ManagementGuest UserJune 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.

Read More
Time ManagementGuest UserJune 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!

Read More
Time ManagementGuest UserMay 22, 2023Account ManagerComment
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