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.
How to Set Quarterly Goals for Your Agency: A Step-by-Step Guide 🏆
Goal-setting isn’t just about dreaming big – it’s about getting everyone on your team rowing in the same direction. In this episode, we sat down with Jill from DOT Scalable to talk about how agency owners and account managers can work together to map out effective quarterly goals.
Read MoreIn this episode of The Happy Clients Podcast, Ashton Shanks joins us to share his journey through a transformative agency merger. Ashton offers a behind-the-scenes look at how transparency, trust, and open communication were crucial in making the merger successful, despite the challenges of navigating team dynamics and resistance to change. 💪🏻
Read MoreHow to Handle Unhappy Clients: Expert Tips from Tiffany
In this episode of The Happy Clients Podcast, we dive into a topic that’s not always the easiest to tackle, but one every agency owner will face at some point: unhappy clients. Tiffany, Senior Department Manager, takes the mic to share her personal stories of navigating difficult client situations and provides actionable strategies to defuse negative scenarios.
Read MoreBalancing Parenthood & Agency Life with Regina of Tenuto Consulting
Welcome to another inspiring episode of The Happy Clients Podcast! Today, we're thrilled to have Regina from Tenuto Consulting join us for a heartfelt conversation on balancing motherhood and running a successful agency. As moms ourselves, this topic is especially close to our hearts, and Regina shares a deeply personal journey that will resonate with any parent in the agency world. ✨
Read MoreWelcome back to The Happy Clients Podcast! Today, we are thrilled to have Mandi Ellefson, founder of Hands-Off CEO, join us. Mandi’s journey to creating a hands-off business model began from a personal crisis—attempting to take maternity leave only to find her previous business couldn't function without her.
Read MoreUnlocking Agency Success: How Smart Pricing Table Transforms Proposals
In this episode of The Happy Clients Podcast, Taylor welcomes Joe, the mastermind behind Smart Pricing Table, a revolutionary online interactive proposal software. Joe’s enthusiasm for optimizing processes shines as he dives into the origins and benefits of his innovative tool. ⚙️
Read MoreIf you're looking for a solid dose of agency wisdom, you won't want to miss this episode of The Happy Clients Podcast. We had the pleasure of hosting Jody Sutter, an expert in business development for creative agencies, who shared her wealth of knowledge on overcoming sales bottlenecks and optimizing current sales processes.
Read MoreHey, hey, friends! Grab your favourite cup of coffee and get cozy, because today's episode of The Happy Clients Podcast is an absolute treat. Taylor welcomes Greg Hickman, a seasoned agency pro who's been shaking things up since 2014.
They dive into the nitty-gritty of how the agency world has evolved over the years and why the traditional full-service agency model is becoming less relevant. Greg explains his 🔥hot take🔥 on how productizing your services doesn't kill creativity; it actually requires you to be more creative in delivering consistent, high-quality results.
Read MoreOn this week's episode of The Happy Clients Podcast, we had the pleasure of chatting with Pete Everitt, founder of the UK-based agency, So Digital and the proactive white-label SEO service, SEO Hive.
Pete’s journey is a testament to leveraging your strengths. Initially a problem-solving developer, he transitioned into management and eventually launched So Digital in 2016, followed by SEO Hive in 2020. His story is a beacon of inspiration for anyone aiming to break out on their own.
Read MoreCrafting Your Perfect Exit Strategy - Insights from Jonathan Baker on the Happy Clients Podcast
Hey there, fellow agency owners! I’m thrilled to share some golden nuggets from a recent episode of the Happy Clients Podcast, featuring Jonathan Baker, co-founder of Punctuation and a seasoned advisor to small and mid-sized marketing services firms. Jonathan’s journey from a marketing strategy consultant to founding a successful craft brewery, and now advising agencies, is nothing short of inspiring.
Read MoreRecently, we chatted with Jonathan Leafe, a distinguished agency consultant and thought leader with oodles of industry experience.
As a digital pioneer, he's witnessed the rollercoaster ride of agency transformations.
Understanding Goals and Skillsets of Agency Owners (Not Rocket Science!):
Jonathan shared that knowing your goals and prowess is pivotal. Aiming for growth isn't always the rainbows and unicorns solution, it sometimes pays to stay small and nimble for happiness and triumph.
Read MoreWant Actual Happy Clients? Here's How The Account Management Role Should Look & Work Inside Your Agency | with Craig Rodney
On the Happy Clients Podcast, let’s dive into a topic that’s going to transform the way you look at the Account Management function in your agency. This will make your clients genuinely happier, but also, your team. Today, we’re talking about the magic of account management with none other than *the* Agency Coach, Craig Rodney.
Read MoreWelcome to a new episode of The Happy Clients Podcast! In this episode, we chat with Laurie from Everflow to chat all things partner marketing, tracking, and attribution platforms. Laurie sheds light on how Everflow helps clients manage their partner programs and agency partnerships to achieve optimal results. The conversation dives into the importance of tracking, client retention, the challenges agencies face, and the benefits of using Everflow.
Read MoreImagine 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!
Read MoreIn 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.
Read MoreHave 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.
Read MoreOur 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.
Read MoreLet'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.
Read MoreThe 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.
Read MoreMeet 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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