YOUR RESULT:

You’re An Agency Genius Who Needs Processes

In short: there are some things that could be improved with your agency’s client management system so you can get out of the day-to-day and allow your agency to grow without you.

Congrats on completing the quiz! According to your results, you might need to slooooow down and get some systems & processes in place before scaling up your agency.

You might have a killer team, great case studies, amazing results for your clients, but if you don't have a client management flow that keeps your clients happy, you'll lose em'. BUT, no worries, we're here to help! 😇

As we promised... here are three easy tips to make your agency's client management process a smash hit success based on your results...

1. Implement A Project Management Software

Our best advice is to research the project management softwares out there (we love Asana) and choose one. They all essentially do the same thing, but the most important thing is that you use it. Don't just set and forget, use it and make sure your team uses it, too.

Want a hand? Just for you, here’s a sneak peek into our project management training program. To save yourself a headache and a few hours, simply download our project management training (for free!)— we use Asana.

2. Set-up Workflows

Success as a client account manager isn't as much what you know, it's the processes you build. Here is our best tip: grab our workflow inside our project management training, and implement it into the project management software you just set up. You'll need to tweak it to fit your agency, but it serves as a great starting point.

3. Survey Your Clients

Clients are more likely to give feedback when it's already too late. So, since we preach proactive communication, here is your time to shine. Use our Client Happiness Surveys and implement them into your agency. We use Typeform and it works well. Also, we recommend automating this inside your email system so the emails with the surveys go out without you having to manually remember! Grab our outline here.

Annnnd if you're wondering who we are? We're DOT & Company!

Digital marketers turned client managers

We’re DOT & Co., once a digital marketing agency like yours, now we’re here to help you do what we did for ourselves: Create experiences that make your clients weak in the knees.

Now, we're sharing everything we use inside tons of different agencies to keep clients happy.

MORE FROM DOT:

Can we help you level up your agency's client management processes? Here's how! Learn the exact processes you need inside your agency as you listen to our podcast. We speak the truth about client management. From *actually* how to keep your clients happy, and the processes you need inside your agency 🙌 Tune in to The Happy Clients Podcast.

By the way, we’ll be sending you a few more tips over the next few days, so keep your eyes peeled on your inbox. 🎉