🎙️ Happy Clients Podcast Recap: How We Run Client Meetings Like a Well-Oiled Machine (Step-by-Step Process)
Losing clients doesn’t always come down to poor results, it’s often about poor communication. At DOT & Co., after managing hundreds of agencies over the past seven years, we’ve learned that successful client meetings are the cornerstone of long-term relationships. Here’s our step-by-step framework for running client meetings that build trust, clarity, and client loyalty.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
🎙️ Happy Clients Podcast Recap: How Operational Gaps Eat Away at Your Profit, with Jhana Li from Spyglass Ops Most agency owners think they need a unicorn.What do they actually need? A solid operator who can plug the cracks, stop the leaks, and protect their profit.On this week’s episode of the Happy Clients Podcast, I sat down with Jhana Li, fractional COO, founder of Spyglass Ops, and queen of agency operations.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
🎙️ Happy Clients Podcast Recap: Outbound Sales Tips That Don’t Feel Cringe with Dan Englander from Sales Schema
Tired of sales advice that feels sleazy, outdated, or just not built for your agency? In this episode of The Happy Clients Podcast, we’re joined by Dan Englander — founder of Sales Schema — to talk all things outbound sales… without the cringe.Dan brings two decades of experience helping agencies ditch the rollercoaster of referrals and build reliable, scalable sales systems. From identifying your ideal client profile to creating referral engines and managing biz dev in-house (without burning out your account managers), this conversation is packed with insights for growing agency owners.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
🎙️ Happy Clients Podcast Recap: Your Agency’s Growth Problem Might Be… Your Books - With Brandon Kordower from AURA
Wondering why you feel stuck with you agency and can't find the reason? The problem might be in your books. Brandon Kordower from AURA is our guest today, and we will discuss the importance of getting the right numbers within the agency and how these can guide us to the grow we need.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
🎙️ Happy Clients Podcast Recap: How Convesio Helps Agencies Host, Convert & Get Paid (Without the Tech Headaches)
Ever wish you had a done-for-you dream team when it comes to hosting, email marketing, and payments for your clients' websites—without all the tech overwhelm? In this episode of the Happy Clients Podcast, Taylor chats with Tom Fanelli, founder of Convesio, about how agencies can scale smarter with less stress.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
The Visual Strategy Secret Agencies Are Loving: How Funnelytics is Transforming Client Conversations
Ever wished you could make your clients see the magic behind your marketing strategy—without handing them a crash course in Google Analytics?
In this episode of The Happy Clients Podcast, we sit down with Mikael Dia, founder of Funnelytics, to unpack how this brilliant tool is giving agency owners and account managers a serious edge when it comes to presenting strategy, proving ROI, and—let's be real—keeping clients happy.
Funnelytics isn’t just another data dashboard. It’s a visual storytelling platform that maps your marketing funnels and overlays real-time data, helping you say goodbye to spreadsheets and hello to simple, stunning client communication.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
If you're an agency owner who's ever felt the “I built this thing but now it’s running my life” burnout creeping in—this one's for you.
In this episode, Taylor sits down with Jason Swenk, the OG agency advisor and exit strategist, to talk about what it really takes to build an agency that works for you, not the other way around. Jason’s been in the agency trenches—scaling, selling, and now coaching others to do the same—and his insight is a goldmine for any founder craving freedom, not just more figures on a spreadsheet.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
How Many Clients Should Your Account Manager Handle? Let’s Break It Down.
If you’ve ever caught yourself wondering, “How many clients is too many for my account manager?”—you’re not alone, friend. This week on The Happy Clients Podcast, we sat down with Jenna to pull back the curtain on that very question—and the answer? It’s not one-size-fits-all.
From digging into internal meeting cadences to evaluating the weight of client deliverables, we chat through what it really takes to calculate account manager capacity (hint: it involves more than just the number of client calls). Jenna walks us through everything from onboarding bandwidth to using capacity calculators that actually work, so you can make data-informed decisions—not gut guesses.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Why Agencies are Ditching Spreadsheets (and Falling in Love with Copper Instead)
If you’ve ever felt like your agency’s backend is being held together with duct tape, Google Sheets, and a prayer—this one’s for you.
In this episode, Taylor sits down with Perry Langenbahn from Copper (a CRM that actually gets agencies) to chat about how teams are moving from clunky, cobbled-together systems to sleek, streamlined operations—and finally getting their time (and sanity) back.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
The Agency Owner’s Secret Weapon? A Knockout Client Onboarding Process
Well, hey there, friend. Pull up a chair and grab that oat milk latte, because this one’s a game-changer.
In this Onboarding Series of The Happy Clients Podcast, we’re pulling back the curtain on one of the most make-or-break pieces of agency client work: onboarding. Yep, that dreamy, red-carpet welcome moment where client relationships are either built to last (or left scrambling from the get-go).
You’ll hear the full audio from our CAM School onboarding module (our signature in-house training for client account managers), where we walk you through the exact steps we use at DOT & Co. to roll out the white-glove treatment every single time.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Hiring an Account Manager: Our Recruitment Process
Today’s episode is a must-listen if you’re an agency owner looking to hire an account manager for your agency. We’re peeling back the curtain on THE hiring process we've developed after hiring tons and tons of account managers for agencies—with insights from Adelaide, our recruiter at DOT—so you can hire with confidence.
Here’s the deal: hiring the right account manager isn’t just about filling a seat. It’s about finding someone who can own client relationships, protect your reputation, and give you back the time you need to actually scale. Adelaide breaks down why trust is the biggest hurdle (and how to overcome it), plus the seven-step hiring process DOT uses to make sure only the best of the best make it through.
✨ Spoiler alert: This isn’t a “post a job and cross your fingers” situation. Adelaide shares why agencies that plan ahead win big—and why skipping steps in hiring can cost you way more in the long run.
If you’ve been putting off hiring because it feels overwhelming, this episode will give you the clarity (and strategy!) you need to do it right. Tune in now! 🎧
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
What’s the secret sauce to running a thriving agency? In this episode of The Happy Clients Podcast, we’re peeling back the curtain on scaling with systems, landing high-ticket clients, agency growth hacks with Melissa Morris from Your Agency Authority. From battle-tested strategies to "wish I knew this sooner" lessons, this convo is packed with gold.
Tune in as we chat about:
✅ The #1 mistake agency owners make when pricing services
✅ The client onboarding tweak that skyrocketed retention
✅ How to build a rockstar team without burnout
If you’re looking for real, no-fluff strategies to take your agency to the next level, this one’s for you. Press play, and let’s dive in!
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
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.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
The 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. 🚀
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
The Gold Standard of Account Management: Five Years in the Making
Welcome back toThe Happy Clients Podcast! Today, we’re rolling up our sleeves and getting tactical with what we callThe Gold Standard of Account Management. If you’re an agency owner or account manager, this is the episode youcan’t afford to skip.
I’ve invited back Jillian, one of our senior department managers, who played a key role in shaping this standard into what it is today. But let’s rewind a bit—this didn’t happen overnight. The Gold Standard is the result of five years of refinement, learning, and putting pen to paper to define exactlywhat makes an exceptional account manager. Spoiler: It’s not fluff—it’s tactical, tangible, and game-changing.
[HELPFUL LINKS]Onboarding Checklist: Grab ouronboarding checklist here.
[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
How 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.
In this episode, Jillian reveals the not-so-secret sauce to being a stellar account manager: it’s all about consistency and reliability. These two qualities, she explains, are the foundation of client trust and long-term success. From the importance of quick responses (no fluff, just action!) to staying persistent when clients go radio silent, Jillian shares how to be the steady, go-to person that clients and teams can always count on.
She also dives into the balance between soft and hard skills. Spoiler alert: the best account managers aren’t necessarily SEO pros or ad platform wizards—they’re the ones with calm, solution-focused energy who know how to figure it out. Jillian calls this "DOT vibes"—a mix of confidence, adaptability, and the ability to keep things moving, even when the going gets tough.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Client 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.
Retention isn’t just about keeping clients happy. It’s about creating advocates who stick around, refer your services, and ultimately fuel your agency’s growth. In Tiffany’s words, “Client retention for agencies isn’t a side task—it’s the foundation for scaling sustainably.”
Why Client Retention Matters for Agencies
Tiffany shared an eye-opening stat during our conversation: a mere 5% increase in client retention can drive profits up by as much as 95%. Let that sink in. By focusing on retention, your agency isn’t just retaining clients—it’s amplifying profits, reputation, and stability.
Here’s how you can start improving client retention in your agency today:
1. Celebrate More Than Results
Retention starts with showing clients you value the journey, not just the destination. Celebrate creative milestones and process wins, not just final results. This creates a sense of partnership and keeps clients engaged.
2. Ask the Right Questions
Deep client connections don’t happen by accident. By asking thoughtful, open-ended questions, you’ll build trust and uncover opportunities to serve your clients better.
3. Set the Stage with Onboarding
First impressions are everything. A seamless onboarding experience helps set expectations and establishes trust—key elements in retaining clients for the long haul.
4. Monitor Client Happiness
Tiffany’s go-to tool for retention? “Traffic light boards.” These simple dashboards let your team visualize client satisfaction at a glance and act before issues arise.
5. Stay Proactive with Communication
Retention thrives on trust, and trust thrives on proactive communication. Tiffany recommends using “read receipts” to reassure clients you’ve received their messages and are taking action.
The Impact of Client Retention on Agencies
Retention doesn’t just benefit account managers. It weaves through every corner of your agency, from operations to sales. Agencies that prioritize retention grow faster, scale smarter, and create lasting client relationships that are invaluable.
Ready to transform your agency through retention?
Check out our comprehensive Retention Guide (linked below) for actionable strategies to boost client retention in your agency. And if you need help getting started, our team is always here to help.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
🎙️ 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.
Joe breaks down why being the first to respond can seal the deal, how vague proposals lead to scope creep nightmares and the psychology behind upselling. This episode is packed with gems to help you streamline your sales process.
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
Navigating 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. 💪🏻
Here’s the deal: misalignment and tough conversations usually happen when assumptions are made, so transparency is your best friend. Keep the lines of communication wide open, and be proactive about sharing updates so nothing catches anyone off guard. When conflict does bubble up, take a beat to understand where the client’s frustrations are really coming from. More often than not, tricky behavior is a reaction to feeling unheard or unsure—and a little empathy goes a long way in turning things around. 🤯
Next up, hold the reins in meetings by setting clear agendas and allowing space for the client’s concerns, while still keeping the conversation on track. It’s a delicate dance, but keeping things structured helps you stay in control without letting the discussion go off the rails. And don’t forget: accountability is everything. Owning any hiccups and pivoting toward solutions builds trust—even in those hard-to-navigate moments. 🤩
But here’s the kicker: no matter how airtight your processes are, there will always be a tricky client who pushes the limits. That’s when your boundaries, your processes, and your confidence kick in. Trust the systems you’ve put in place, be firm yet gracious, and know when it’s time to loop in higher-ups. When you show up grounded and prepared, you can handle just about anything they throw your way. 🌟
Both Kayla and Kristen agree: communication, accountability, and boundaries are key to preventing chaos in client relationships. But let's be real—no matter how solid your processes are, there will always be a tricky client or two. Have your own tips for handling tough client situations? We’d love to hear them! 🤗
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
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.
Jill dives into why collaboration matters (hint: your team wants to help), how to set your North Star metrics, and why even the smallest goals can keep your team fired up. She shares her favorite strategies, like quarterly sprint planning and reviewing what worked (or didn’t!) from the last quarter. 💪🏻
For account managers, it’s all about stepping up as the glue that keeps everything moving smoothly. Jill gives tips on aligning with agency owners, spotting client trends, and making sure the team’s goals are realistic – without feeling overwhelming. ✨
If you’re ready to crush your next quarter, grab Jill’s templates, lean into those North Star metrics, and watch your agency thrive.
Grab these templates 👇🏻
MOCK used for Community - Quarterly Sprint Planning Canvas
[HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST] Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. 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. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!
