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 Much Is Too Much? The Account Manager Capacity Question
Welcome back to The Happy Clients Podcast! Today, we’re tackling one of the most frequently asked questions from agency owners and account managers alike: What is too much for an account manager? To help answer this, I’m joined by Jenna Meldrum, who manages a team of account managers here at DOT & Co., and has a unique behind-the-scenes look at how different agencies operate.
Read MoreThe First Step to Fixing Your Agency’s Account Management Process
Let’s be real—account management can feel like juggling flaming swords while blindfolded. Agency owners often find themselves buried in client emails, chasing down project updates, and wondering, “Where the heck do we even start fixing this?”
In this episode of The Happy Clients Podcast, we pull back the curtain on the very first step we take when working with agencies: the account management audit. And trust us, it’s a game-changer. 🚀
Read MoreThe Gold Standard of Account Management: Five Years in the Making
Welcome back to The Happy Clients Podcast! Today, we’re rolling up our sleeves and getting tactical with what we call The Gold Standard of Account Management. If you’re an agency owner or account manager, this is the episode you can’t afford to skip.
Read MoreHow to Go from Good to Great in Account Management: A Gold Standard Approach
📣 Cue the confetti! This week on The Happy Clients Podcast, we’re diving into what it takes to level up your account management game and become an indispensable part of your agency team. Joining us is Jillian, a senior department manager at DOT & Company, whose four-plus years of account management experience have helped shape what DOT calls the Gold Standard for client care.
Read MoreClient Retention for Agencies: The Secret to Long-Term Growth
Insights from Tiffany, Senior Department Manager at DOT & Co.
If you’ve ever wondered how to grow your agency without constantly chasing new clients, the answer might be simpler than you think: client retention. On this week’s episode of The Happy Clients Podcast, Taylor sat down with Tiffany, Senior Department Manager at DOT & Co., to talk about why client retention for agencies is the ultimate game-changer.
Read MoreHow to Master Proposals and Win More Clients in 2025
🎙️ The Happy Clients Podcast is back with a bang! In this episode, Taylor welcomes back Joe, the mastermind behind Smart Pricing Table, to tackle a pain point every agency owner knows too well—proposal anxiety. If you’re juggling client demands, tight deadlines, and the quest for clarity in your sales process, this one’s for you.
Read MoreNavigating Tricky Clients: Tales from the Agency Trenches
Navigating tricky client relationships doesn’t have to feel like walking a tightrope—it’s all about striking the right balance between empathy, clear communication, and firm boundaries. The secret sauce? Managing expectations from the get-go. Whether it’s setting deadlines, deliverables, or keeping everyone aligned with meeting schedules, clarity upfront sets the stage for smooth sailing later on. 💪🏻
Read MoreHow 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.
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