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GET EXCITED:

Your Agency Client Management Health Quiz Results Are In!

Scroll down to get your results

 
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YOUR RESULT:

You’re An Agency Genius Who’s Already Killin’ The Game!

In short: you’re absolutely crushing your agency’s processes, and we deem you healthy. Congrats!

Congrats on completing the quiz! According to your results, your agency is set up for success. You know how to scale and keep your clients happy at the same time.

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'. We’re happy to offer you some additional support if you’d like. 😇

 

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. Optimize Your Processes

Optimize, optimize, optimize. You’ve been around the block, so you know there's always room for improvement. When we work 1:1 coaching other client-facing account managers, we always find holes where we can help improve. Our best tip is to have someone from outside of your agency go through your onboarding process and see where there may be holes. Bonus, grab our training below and see if there’s something you could add to your biz.

 
 
 

2. Get Your Team A Mentor

You’re a busy agency owner, juggling everything, so there’s likely not much time left to support your client-facing team. And, having an outside perspective is important! We recommend you invest in an outside perspective and a mentor your team. It’ll allow them to become more confident, better client managers, and help optimize your systems.

 
 
 

3. Refine Your Feedback Loop

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. 🎉