The Happy Clients Podcast

WOW, we've officially hit 100 episodes of The Happy Clients podcast! We're so thankful for every one of you who've tuned in, cheered us on and given us the encouragement to keep going. In the last 100 episodes, we've talked about all things client management inside agencies, growing and hiring a team, best practices and so so SO much more. We can't wait to launch into the next 100 with you. In this episode, we talk about our experience getting to 100 episodes of the podcast, and what we're the proudest of over at DOT and Company. We get into some tips on our hiring process, and how our training programs were created. We'd love to know what you want to hear more of. Email is at hello@dotandcompany.co your topics or if you know a guest we should have on. Cheers to 100! 🎊 [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!

A COO... who needs one? In short: a chief operating officer (COO) is tasked with overseeing the day-to-day administrative and operational functions of a business. The COO typically reports directly to the chief executive officer (CEO) and is considered to be second in the chain of command. BUT when do you need a COO in your agency? Leah Leaves is a fractional COO for agencies, and she helps systematize the business for growth. She works with 7-figure agency owners helping them take their business to the next level. In the episode, you'll learn: Who is best suited for a fractional COO; When to hire someone in this role; What are the main benefits of a COO Connect with Leah: AlderaanEnterprise.com Aldera Approach Course I can't wait for you to listen in to our conversation with Leah! [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 Benchmarks Your Agency Needs To Really Understand Profitability We talk all about clients here on The Happy Clients podcast, but without a healthy business, not much else matters! In today's episode, we invited Marcel Petitpas from Parakeeto onto the podcast to talk about all things profitability management. In this episode, you'll learn how Marcel and his team help their clients understand: What should I charge? What should my margins be? What should I make my hires? What % and key metrics should I track? If you're running an agency in 2022, this is a must-listen! We'll see you in the 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!

We all want to know the "secret to agency success", but seeing the grind is equally as important. Introducing Bryan Starck from 100 Celsius. A year ago he hired a Client Account Manager from DOT & Co. to help with his growing agency. What we didn't realize was how crucial this role was to his agency's success! In this episode, you'll learn: 1. Their new "north star" benchmark at 100 Celsius when we approach decisions re: clients = "How can we help our clients love their business more?" 2. The #1 reason clients stay with you (or leave). Communication is actually much more important to retention than results in Byran's opinion. 3. Similarities between how to surprise and delight clients happy with special moments & how to surprise and delight B2C customers via channels like email & SMS. This is part of our methodology for CRM marketing called "Dynamic Moments". We know you'll love this 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!

We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes. We've launched our first-ever ✨Agency Spotlight✨ series. Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies. You're gonna love it. [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!

ClickUp is quickly becoming the rage here in the agency space and we wanted to learn from the best... so we invited Gray from ZenPilot on the podcast to give you the inside scoop! Gray and his team at ZenPilot work with agencies to help them deliver better client services without the chaos. With the help of ZenPilot, agencies follow a proven playbook to fix their systems, processes, and project management so they can scale their agency. They've worked directly with over 2,300+ agencies, and you get the chance to see inside the work they do. In this episode of The Happy Clients Podcast, we cover: Why ClickUp for Agencies? Why did you choose agency/consulting vs. going back to the SAAS route? Where do you see the biggest gaps in mid-sized agencies when it comes to operations? A walkthrough of an example client onboarding process inside ClickUp If you're an agency looking to move over to ClickUp, or you simply just want an inside look into a client management system, check out this 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!

If you're in the agency space, you've most likely heard of GoHighLevel. And we (not so secretly) wanted to learn more in-depth the ins, outs, benefits, features of this amazing platform to see if it's a fit for our agency clients. On today's episode, we're interviewing the FOUNDER of GoHighLevel, Shaun Clark, to share the inside scoop of all things GHL. Listen in if you've been curious about using this platform inside 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!

Handing-Off Long-term Client Relations To An Account Manager... How To Do It? The most asked question from an agency that's looking for support with account management: how many accounts can an Account Manager handle. Second most asked question? How do I hand over my long-term clients to an Account Manager? In this episode, we run through how we coach our agency clients, and our client account managers, on transitioning your clients over! We want to ensure this is a client-centric approach, while also prioritizing removing you (the agency owner) from the day-to-day. If you've been held up on this question yourself, don't miss today'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!

We wanted to give the spotlight to agencies of ALL different backgrounds here on our podcast so that YOU can see behind the scenes. We've launched our first-ever ✨Agency Spotlight✨ series. Grab a cup of coffee, your comfiest WFH attire, and peek behind the curtain of FIVE different agencies. You're gonna love it. [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!

Hannah Nieves Consulting is a Marketing, Branding and Public Relations consulting firm, based out of New York. They work with lifestyle entrepreneurs and brands, through their trio: marketing, branding and PR. Hannah believes that "you can build a profitable brand that's anchored with your purpose and values all while designing a life you truly desire". On this episode of The Happy Clients Podcast, we talk all things Public Relations. Your questions answered: What is Public Relations? The HOT trends are happening in 2022 (that are not just pitching to Forbes or Entrepreneur) Things you MUST consider when pitching your brand! You're going to love this 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!