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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

What If You Removed *All* Roles Outside of The CEO Role? with Jason Swenk from Agency Mastery 360
What If You Removed *All* Roles Outside of The CEO Role? with Jason Swenk from Agency Mastery 360

Imagine your agency, where your sole role is to be the CEO. Imagine!

Often times, as an agency owner, it can feel isolating. You know where you want to go, you just don't know what to do.

What's where Jason comes in. And, in this episode, he'll share with you some of the HOWs.

Jason's mission is to be the resource he wishes he had when he was building his first marketing agency. He understands the stress, uncertainty, and long hours we as agency founders put into growing a successful agency!

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Time ManagementDOT & CoJune 24, 2024Account Manager
Bureau of Digital: Carl Smith on Creating a Safe Space for Agency Collaboration
Bureau of Digital: Carl Smith on Creating a Safe Space for Agency Collaboration

In this episode, Carl shares his pivotal role at Bureau of Digital. We dive deep into the Bureau of Digital's story, exploring how it has grown from intimate in-person events to a bustling online community, especially thriving during the challenges of the pandemic.

We talk a LOT about the power of community (especially for us in the agency world). You won’t want to miss Carl's insights on how a robust, supportive network can be a game-changer in navigating the ever-evolving digital landscape.

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Time ManagementDOT & CoJune 17, 2024Account Manager
Aligning *Client x Agency* Expectations Is Easier With This Marketing Plan | Meet Corey Morris
Aligning *Client x Agency* Expectations Is Easier With This Marketing Plan | Meet Corey Morris

Have you ever been misaligned on expectations with your client?

We *all* have.

But one of the things you can do to remove this barrier is to have a solid marketing plan for your clients. This exact strategy is what Corey Morris does for his clients at Voltage — and he's sharing it with you in this episode.

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Time ManagementDOT & CoJune 10, 2024Account Manager
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.

Read More
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.

Read More
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.

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
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