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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 A *Better* Agency For Yourself | With Steven Guberman
How To Build A *Better* Agency For Yourself | With Steven Guberman

Our host Taylor sits down with agency coach Steven Gubeman to discuss the challenges agency owners face and how to take their businesses to the next level. I know, I know, you've heard it before from the gurus, but this guy has 25 YEARS of experience.

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Time ManagementDOT & CoJune 3, 2024Account Manager
Is It The Agency Owners' Role To Create Happy Clients?
Is It The Agency Owners' Role To Create Happy Clients?

Let's talk about something crucial for your agency: aligning your value proposition with the client experience. This isn't just about having a snazzy pitch; it's all about ensuring every touchpoint with your clients reflects the unique value you bring to the table.

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Time ManagementDOT & CoMay 27, 2024Account Manager
How's Your Agency Positioned? This Is Crucial. Meet David Hoos
How's Your Agency Positioned? This Is Crucial. Meet David Hoos

The success of your agency often hinges on one critical factor: positioning. How does your agency stand out in a sea of competitors? How do you communicate your unique value proposition to clients in a way that resonates and drives results? These questions are at the heart of every thriving agency's strategy.

Enter David Hoos from David Hoos from Haus Advisors. He helps agencies position themselves, build key strategic partnerships, and create content that converts.

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Time ManagementDOT & CoMay 20, 2024Account Manager
What Will You Do After You Sell Your Agency? Meet Todd Taskey
What Will You Do After You Sell Your Agency? Meet Todd Taskey

Meet Todd

Todd is a seasoned professional specializing in M&A, working with agencies that generate between $1 million and $5 million in EBITDA. His clients are often successful agencies seeking to grow faster or take their business to the next level. Todd helps them achieve these goals through strategic transactions that provide liquidity and equity in a larger company (usually).

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Time ManagementDOT & CoMay 13, 2024Account Manager
This Agency Owner Hired An Account Manager And It Went VERY Wrong
This Agency Owner Hired An Account Manager And It Went VERY Wrong

The Most Important Hire in Your Agency (Don't Make This Mistake!)

If you're running an agency, you know how critical it is to hire the right people. Whether you're just starting out or have a team of A-players, each new hire can either propel your agency forward or set you back. 😮‍💨This week's episode we talk about the story of an agency owner who made a costly hiring mistake—one that set them back a year. Here's a sneak peek into what happened and what you can learn from it.

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Time ManagementDOT & CoMay 6, 2024Account Manager
Should You Utilize An Offshore Team For Fulfillment? Here's How To Do It Effectively with Manish Dudharejia from E2M
Should You Utilize An Offshore Team For Fulfillment? Here's How To Do It Effectively with Manish Dudharejia from E2M

Agencies often bud up against capacity issues. This means they can't take on more clients because their team is full... not a great way to scale, right?!

At DOT & Co., we solve a similar problem for agencies and we're always on the lookout for partners that can help our agency partners. Meet: E2M.

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Time ManagementDOT & CoApril 29, 2024Account Manager
Here's How I'm Planning A 30 Day Trip As An Agency Owner
Here's How I'm Planning A 30 Day Trip As An Agency Owner

She's Only Working Two Days Per Week? Agency Owner Edition

As an agency owner, we love to dream about taking a full hiatus from our agency. It's the ultimate success metric, right? You've built the team, the systems, the checkpoints that allow you that freedom.

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Time ManagementDOT & CoApril 22, 2024Account Manager
I Took A Real Vacation!!! Here's What Happened
I Took A Real Vacation!!! Here's What Happened

I kind of forgot to take a vacation… 🌴

After 5 years of building my Account Management agency, I’ve cracked the code on having a team that drives the bus. I’ve found myself…

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Time ManagementDOT & CoApril 15, 2024Account Manager
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. 

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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!

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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!

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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.

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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.

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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!).

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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.

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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?

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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.

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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.

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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
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