Episodes
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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!
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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 👇🏻
Quarterly Review Template
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!
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Episodes manquant?
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In 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. 💪🏻
Ashton reveals why the traditional hourly billing model is becoming obsolete. Instead, he advocates for a value-driven approach that leverages skill, data, and technology, allowing agencies to thrive with performance incentives and monthly retainers. 🤑
We also explore effective strategies for client retention, highlighting the importance of being a true partner rather than just a service provider. Ashton discusses the innovative team structure he uses—small, dedicated pods led by strategists—to enhance client relationships and project management. 📋
For agency owners grappling with scaling, Ashton’s insights offer a refreshing perspective on balancing marketing prowess with effective leadership. This episode is brimming with practical advice and honest reflections that you won’t want to miss! ✨
[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!
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How 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.
Tiffany begins by reminding us that unhappy clients are inevitable, but how we respond to them can make all the difference. She recounts her own experience with a distressed client and how listening with empathy, taking detailed notes, and having a clear plan of action helped transform the relationship from rocky to rewarding. The key? Listening well and showing up for your client with confidence, even when things aren't going according to plan. 🙂
[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!
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Balancing 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. ✨
Regina began her career in a traditional PR agency but soon found that the fast-paced, high-demand world didn’t align with her dreams of motherhood. She witnessed firsthand how moms in the agency world were often expected to shelve their role as mothers once they entered the office. But Regina was determined to rewrite the script for herself—and for other women like her. 👩🏻
[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!
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Welcome 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. Her experience led her to develop a framework for agency owners to step back from day-to-day operations and create a more sustainable, autonomous business. 👌🏻
Mandi’s framework emphasizes the importance of standardizing offers and processes to ensure scalability and profitability. By strategically exiting from these roles, agency owners can not only maintain but enhance the quality of their services, fostering sustainable growth and increased profitability.
Tune in to learn more about Mandi’s practical tips and insights to transform your agency into a hands-off business that thrives without you. 😉
[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!
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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. ⚙️
Joe’s journey began with a frustration familiar to many in the business world: the cumbersome process of creating detailed Statements of Work (SOWs). Smart Pricing Table emerged from his desire to break down complex tasks into manageable components. The result? A tool designed to make crafting proposals not just efficient, but enjoyable. And on top of all that, it's designed specifically for marketing and professional services agencies 👀 Joe’s obsession with efficiency means that this tool addresses the unique needs of these industries, providing a robust solution for proposal management.
[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!
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If 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.
Jody's journey from working on the front lines of small agencies to managing large global pitches has given her a unique perspective on what it takes to build and sustain a successful sales strategy. Now, with her business, The Sutter Company, she focuses on helping small agency owners (think teams of 5 to 55) who often can't afford a dedicated sales team yet still need a robust business development strategy.
[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!
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Hey, 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.
[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!
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On 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.
[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!
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Crafting 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.
This episode is a must-listen for agency owners at any stage, whether you’re just starting out or contemplating your next big move. Jonathan’s expertise offers a roadmap to not just growing your agency, but doing so in a way that aligns with your personal goals and values.
Stay inspired, and remember—your agency, your rules! 🤝
[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!
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Embracing the Future of Agencies: A Chat with Jonathan Leafe
Recently, 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. Many agency founders lack the magical touch to grow from minuscule to massive businesses and often stumble in the metamorphosis. So, if your heart flutters with passion for your work, and you'd rather skip the business admin part, focus on being small but fabulous!
Account Management – The Secret Sauce to Scaling Your Agency:
Throughout the chat, Jonathan emphasized the vital role of account management in propelling agency growth. He urged agencies to invest in their account management team, to ensure clients are over-the-moon happy, satisfied, and loyal customers for eons to come. Plus, he cautioned against becoming a "yes" puppet, advising agencies to focus on providing client's true needs.
The League Table Approach:
This chic strategy, introduced by Jonathan, involves ranking clients like a league table. Clients are scored on profit contributions, growth potential, and overall delight, allowing account managers to pour their hearts and energy into clients who genuinely sparkle for your agency's success. This strategic approach fosters enduring growth and profit.
Jonathan's wisdom provides a crystal-clear perspective on the evolving agency landscape and how intentional decisions regarding agency size and concentration can lead to lucrative and satisfying results for agency owners. The crème de la crème takeaway? Understand your goals, prioritize, and embrace account management as the backbone of a thriving agency!
Check out his book, "I'm an Agency Owner. Get Me Out Of Here!" on Amazon and other fabulous booksellers.
[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!
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Want 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.
Successful scaling isn’t just about working harder; it’s about delegating effectively and empowering your team to take ownership of their roles. Here’s a secret: the real growth happens when you upgrade not just your clients but also your team.
In this episode, we tap into Craig's 15+ years of experience growing, scaling (and later) exiting an agency. He shares what he's seen work and not, which I'm confident you'll walk away with a notepad full of ideas to implement.
[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!
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Welcome 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.
Tune in to learn more about how Everflow's tools can help agencies effectively manage campaigns and deliver value to their clients!
[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!
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Imagine your agency, where your sole role is to be the CEO. Imagine!
Often times, as an agency owner, it can feel isolating. You know where you want to go, you just don't know what to do.
What's where Jason comes in. And, in this episode, he'll share with you some of the HOWs.
Jason's mission is to be the resource he wishes he had when he was building his first marketing agency. He understands the stress, uncertainty, and long hours we as agency founders put into growing a successful agency!
Jason Swenk is the agency advisor & coach who guides marketing agencies through a proven framework for growing their agency faster. Jason has written the book for growing a marketing company from nothing to 8-figures. He is one of the most sought-after advisors to marketing agencies in the World, by showing them an 8 system framework that worked for growing his agency, working with brands like AT&T, Hitachi, Lotus Cars, and eventually lead to selling his agency.
Jason currently hosts the Smart Agency Master Class Podcast, the #1 Digital Marketing Agency Owner podcast. The show shares strategies and stories from real agency owners on what is working today in the agency world, and how they got to where they are now.
I learned a lot from this episode, and I know you will too (if you're serious about growing your agency).
[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!
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Welcome back to another episode of The Happy Clients Podcast! Today, we’re excited to welcome Carl Smith, the driving force behind Bureau of Digital. Carl leads a vibrant community that’s all about connecting agency owners and professionals in the digital space—*cue the handshake*
In this episode, Carl shares his pivotal role at Bureau of Digital. We dive deep into the Bureau of Digital's story, exploring how it has grown from intimate in-person events to a bustling online community, especially thriving during the challenges of the pandemic.
We talk a LOT about the power of community (especially for us in the agency world). You won’t want to miss Carl's insights on how a robust, supportive network can be a game-changer in navigating the ever-evolving digital landscape.
If you’re eager to boost your community involvement or curious about the future of digital services, this episode is an absolute must-listen. Tune 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!
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Have you ever been misaligned on expectations with your client?
We *all* have.
But one of the things you can do to remove this barrier is to have a solid marketing plan for your clients. This exact strategy is what Corey Morris does for his clients at Voltage — and he's sharing it with you in this episode.
All I want for you is to improve your client experience, and learning what is really happening inside agencies is a fast-tracked way to make this happen.
Corey Morris is a dedicated professional and owner of Voltage. He has significantly evolved his business over the past few years. Initially serving a variety of direct end clients, Cory saw a remarkable increase in agency-to-agency collaborations. Recognizing the benefits of specialization, Cory strategically niched down his services to focus exclusively on both sides of search—organic and paid—and website development. This focused approach not only simplified his offerings but also deepened his expertise, making his company an invaluable partner in the digital space.
Listen in to this week's episode!
[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!
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Our host Taylor sits down with agency coach Steven Gubeman to discuss the challenges agency owners face and how to take their businesses to the next level. I know, I know, you've heard it before from the gurus, but this guy has 25 YEARS of experience.
I'm all about learning from those who have gone before me, and that's Steven.
Steven shares insights from his 25 years in the agency space, emphasizing the importance of mindset, delegation, and setting meaningful goals (not just ones you think you should have). They dive into topics like building systems, hiring the right people, and overcoming control issues.
Steven's approach to building agencies focuses on accountability, realistic goal-setting, and creating a supportive community for agency owners.
Listening to this could save you years of trying to figure this thing out on your own.
[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!
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Let's talk about something crucial for your agency: aligning your value proposition with the client experience. This isn't just about having a snazzy pitch; it's all about ensuring every touchpoint with your clients reflects the unique value you bring to the table.
Is this overwhelming? That's why we brought on Tim Kilroy to the podcast.
We had the honor of chatting with Tim Kilroy, a powerhouse in helping agency owners like you reach new heights. Tim spilled the tea on crafting effective systems, truly understanding client needs, and building a thriving team.
[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!
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The success of your agency often hinges on one critical factor: positioning. How does your agency stand out in a sea of competitors? How do you communicate your unique value proposition to clients in a way that resonates and drives results? These questions are at the heart of every thriving agency's strategy.
Enter David Hoos from David Hoos from Haus Advisors. He helps agencies position themselves, build key strategic partnerships, and create content that converts.
David is a seasoned B2B services marketing leader with over 10+ years of helping expert service firms plan and build out marketing engines that bring in more consistent qualified leads. From agency differentiation to strategic partnerships, to designing engaging content, and beyond, David has not only a strong strategic background, but deep experience getting into the weeds of execution whenever necessary.
In this episode, David walks you through how he guides agencies to build their positioning for success.
[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!
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