The Account Manager Training Checklist

We get what it’s like to run an agency: You’re so busy managing clients and their campaigns, you don’t have the time (or the headspace) to think about training an in-house Client Account Manager (CAM). You think it would just be “faster” or “easier” to do it yourself… Except it’s not. You’re burnt out and wish you could hire someone to manage the client side for you, like, yesterday.

The good news is: We’ve trained over 100 Client Account Managers (it’s kind of our thing), and we’re sharing our step-by-step training process for free. So, save your brain the energy of making sure nothing falls through the cracks, and train that in-house client account manager like the pros. (That’s us!)

WHAT YOU’LL GET

✅ Our six-step process for training CAMs successfully—the first time
✅ A training checklist for each step to make sure nothing falls through the cracks
✅ A free accountability scorecard to kickstart your training

IS THIS YOU?

For Digital Marketing Agency Owners and Managers

If you run an agency and you’re doing all the things, the Account Manager Training Checklist is for you. *Finally* get client management off your to-do list by training an in-house CAM the same way we do. (Spoiler alert: We make it easy with our proven standard operating procedure and all the scripts, templates and resources you could ask for.)

OUR ACCOUNT MANAGER TRAINING CHECKLIST IS FOR YOU IF…

✅ You’re so busy running the business, onboarding clients just isn’t your priority

✅ Clients fall through the cracks because you’re focused on their project, not them

✅ Clients are often checking in and asking you what their next steps are

✅ You want to be known for your client experience, but you don’t know where to start

✅ You want to scale the business, but you don’t know how you’d manage even more clients

WHO WE ARE

Client Account Managers for Agencies Like Yours

Once upon a time, DOT & Co. was a digital marketing agency like yours. But we quickly realized we liked managing clients more than their campaigns. So, we became the world’s first dedicated Client Account Management agency, known not just for our swoon-worthy client experiences but our end-to-end Client Account Management training program, CAM Community.

So, not only do we manage clients for agencies worldwide, we train in-house Client Account Managers for agencies too. In the pages of this guide, you’ll find the exact steps we use to do just that.

Handing off client management starts with a well-trained Client Account Manager.