DOT & Company
0
For Agency Owners About Us
Get Started
0
For Agency OwnersAbout Us
DOT & Company
Get Started

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?

 

FEATURED ON

Perpetual traffic.png build a better agency.png James Schramko.png The agency profit.png HighLevel Spotlight.png Garlic Marketing Show.png Screen Shot 2023-03-02 at 04.27.24 AM.png The Innovative Agency.png download.jpg 1200x1200bb.jpg 1200x1200bb.jpg Marketing to Millions - Liz Boer - LinkedIn .png mcmaster.png ep-35.png Savvy Social Podcast Promo Graphics - Square.png Screen Shot 2022-10-12 at 3.41.06 AM.png 1654124331773.jpeg Screen Shot 2023-03-16 at 00.21.00 AM.png Artwork.png 313x0w (1).jpeg How To Scale An Agency The Agency Hour Zenpilot.png ep 105 square.png Inspired Insider.png
 

New Episodes

Intentional Builders: Moving from Operations to Strategy for Scaling
Intentional Builders: Moving from Operations to Strategy for Scaling

In the highly competitive 🌍 world of agency life, it's easy to feel overwhelmed with the tasks of driving the train and building the train tracks at the same time. We understand the importance of knowing how to handle the pain points as you grow your agency. 

Read More
Time ManagementDOT & CoApril 1, 2024Account Manager
Escaping the Sales Grind: Corey Quinn's Agency Liberation Strategies
Escaping the Sales Grind: Corey Quinn's Agency Liberation Strategies

Corey Quinn, an agency growth and development expert, shares tips for founders on achieving balance and breaking free from the cycle. So, if you dream of becoming an independent founder who can enjoy life outside of work, you don't want to miss this episode!

Read More
Time ManagementDOT & CoMarch 18, 2024Account Manager
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!

Read More
Time ManagementDOT & CoMarch 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.

Read More
Time ManagementDOT & CoFebruary 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.

Read More
Time ManagementDOT & CoFebruary 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!).

Read More
Time ManagementDOT & CoJanuary 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.

Read More
Time ManagementDOT & CoJanuary 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?

Read More
Time ManagementDOT & CoDecember 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.

Read More
Time ManagementDOT & CoDecember 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.

Read More
Time ManagementDOT & CoNovember 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.

Read More
Time ManagementDOT & CoNovember 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.

Read More
Time ManagementDOT & CoOctober 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.

Read More
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.

Read More
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.

Read More
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.

Read More
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!

Read More
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.

Read More
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.

Read More
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.

Read More
Time ManagementDOT & CoJune 19, 2023Account Manager
Newer Older

GROW YOUR AGENCY
Hire An Account Manager
Hire An Executive Assistant
Agency Consulting
Contact Us

AGENCY OWNER RESOURCES
Client Onboarding Mini-Course
Client Retention Guide
Setting Client Expectations Playbook
Project Timeline Guide
Must-Have Tools For Your Agency
Run Your Client Meetings Like A Pro

WORK AT DOT
Careers


LEGAL
T&C
Privacy Policy

THOUGHT LEADERSHIP
Testimonials
Agency Owner Blog
Happy Clients Podcast
FAQs

 
 

WE’RE HIRING!

 
 

WORLDWIDE  | HALIFAX, CANADA