Agencies often bud up against capacity issues. This means they can't take on more clients because their team is full... not a great way to scale, right?! At DOT & Co., we solve a similar problem for agencies and we're always on the lookout for partners that can help our agency partners. Meet: E2M. The team at E2M share the same value proposition for agencies— their quality of work is impeccable, they save agencies THOUSANDS (if not millions) of dollars, and most importantly, give...

She's Only Working Two Days Per Week? Agency Owner Edition As an agency owner, we love to dream about taking a full hiatus from our agency. It's the ultimate success metric, right? You've built the team, the systems, the checkpoints that allow you that freedom. But, often we forget. In our most recent episode of The Happy Clients Podcast, we talk about how a fully unplugged is overlooked. How about a 30-day mini-vacation? Listen to this episode where DOT & Company's Founder,...

I kind of forgot to take a vacation… 🌴 After 5 years of building my Account Management agency, I’ve cracked the code on having a team that drives the bus. I’ve found myself… Working less Travelling more So I honestly forget to take a real, unplugged, family vacation.  Before my most recent trip, my husband and I looked at each other and said “should we totally unplug?”  And my reaction was ‘Why? I don’t feel like I need to…?” But I figured, sure, let’s do it! And it honestly was a...

In the highly competitive 🌍 world of agency life, it's easy to feel overwhelmed with the tasks of driving the train and building the train tracks at the same time. We understand the importance of knowing how to handle the pain points as you grow your agency.  In this podcast, 🎙️ we hear from Raul, an expert in agency growth, about the principles he has written to help many agency businesses get out of the weeds and become million-dollar companies. P.S. DOT & Co. can help alleviate many...

Business owners often find themselves caught up in the never-ending sales cycle to drive business growth. This can be a demanding and time-consuming process that requires a lot of effort and resources. It involves identifying potential customers, building relationships, and convincing them to buy your product or service. The pressure to generate revenue and meet targets sometimes makes it difficult to focus on other essential aspects of the business.  But what if you could have a successful,...

Meet the Team! How Two Account Managers Found Their Home at DOT & Company In the (online) world of digital marketing, finding a workplace that aligns with your values, aspirations, and lifestyle can be tricky— but these two account managers found the hidden gem that is DOT! At DOT & Company, we pride ourselves on not just offering account management services but also fostering a community and culture where our team members thrive and grow. In our latest podcast episode, we delve...

Client feedback is a key pillar in our 4-Pillar Framework for Account Management. It's an essential element to client retention, and every business needs to ensure you have a process in place for feedback! In today's episode, we invite our Agency Director, Katie, to chat about all things feedback. We cover: When to ask... How to ask... And, what to do with the feedback! You'll walk away with the strategies you need to implement in your agency to ask for client feedback in a...

Stress-Free Client Management: Tips for Maintaining a Healthy Work-Life Balance At DOT & Co., we understand the daily challenges that come with managing client accounts for digital marketing agencies. There's no denying the importance of delivering 5-star client management services while also ensuring a healthy work-life balance. But how does one do that in 2024? In this podcast episode, we dive DEEP into the strategies and tips that have helped us strike the perfect balance between...

We believe an Account Manager is a crucial role within an agency. With the right person in this seat, it can skyrocket your ability to serve your clients, scale your revenue, and get you out of the way (sorry, had to say it!). The Highlights of This Episode: ✅ Understanding the Client Account Manager Role ✅ Navigating Chaos: Learn how this role brings order to the seemingly chaotic world of client management. ✅ Client-Focused Strategies [HELPFUL LINKS] Onboarding Checklist:...

Does your agency work with contractors to support you with client work? Inside our community of Account Managers, we cover a range of topics, but one that comes up time and time again is: how can I manage contractors in a way that feels effortless? I've pulled a recording from our monthly membership and I'm sharing it with you for free— a sneak peek into what goes on inside CAM Community. Take a listen here, or share with your Account Managers! [HELPFUL LINKS] Onboarding Checklist:...

As an agency owner, you know that scaling your business requires more than just you in the driver's seat. At some point, you need a top-notch Account Management team to handle the growing client base, plus ensure that everything runs smoothly. Yikes. But what happens when the workload gets to be too much for one person to handle? In this episode of The Happy Clients Podcast, we're diving DEEP into the world of agency growth by interviewing not one, but two Account Managers from the same...

Managing all of your clients can feel like a full-time job— whether you have two or fifty-two. 😮‍💨 And we just so happen to have some tricks up our sleeves that make this job just a little easier. Listen to today's [podcast], which we pulled for you to listen to for free. This was a training we did inside our training group for Account Managers! [HELPFUL LINKS] Onboarding Checklist: Grab⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠onboarding checklist...

It’s a tale as old as time: You don’t delegate because you’re worried about losing control of cherished client relationships, terrified that your meticulous attention to detail and high standards might not be maintained, and even anxious about feeling out of the loop.  Yes, delegation can be scary, but it can also be your superpower–freeing you up to work ON your business rather than IN it. The truth is, the best agencies delegate day-to-day account management. And delegation means you can...

Let me guess... You're apprehensive about delegating invoicing and payment responsibilities to your Account Manager, fearing your team won't meet your high standards? 💸 That's common, but doesn't need to be your reality. Lucky for you, we pulled this training from inside our Account Manager training program and dropped it for free on The Happy Clients Podcast. Because, we believe it's so important for your AM's to know HOW to speak to clients re: their invoices and payments. [HELPFUL...

Building a business is like building a house. Just as a house needs a solid base before you can assemble the frame, your business needs a strong foundation in place before you can expand.  Think of your business as a blueprint for success. Get it right, and you can grow and scale with ease!  But how to get it right is where it gets tricky. That’s why we sat down with Sarah Duran to discover the framework she built to help freelancers, consultants, and coaches across the globe redefine work...

In this episode, we’re excitedly joined by digital marketing guru and agency coach, Jason Swenk, the mastermind behind Agency Mastery 360. Over the years, Jason has equipped thousands of agency owners with the tools they need to create predictability, wealth, and freedom in their business. And, he did this for himself and his own agency. After a decade of coaching agency owners just like you, Jason shares his secret sauce for doing more of what you love, and less of what you don’t. If...

Our team's passion for flexibility and productivity has not only shaped our dynamic work culture, but has also unleashed our creativity and innovation. No matter where we are—from our at-home office, to a café, to the airport—we're always ready to bring fresh, exciting ideas to our clients. In this episode, Olivia shares her experience as one of our Client Account Managers and why she loves the remote life.  [HELPFUL LINKS] Onboarding Checklist: Grab⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Are you worried about what will happen if your Account Manager leaves your agency? It's a topic that often comes up when we talk to Agency Owners, so on this episode, we're chatting about the impact this can have on clients (Good news: it doesn't need to be a negative thing) and tips for how to help the transition. As of this moment, do you have an Account Manager SOP built out for your agency? If not, we highly recommend you get onto this. Not only is it best practice to have all your...

When can I expect my Account Manager to take over from me?  This is one of the most asked questions we receive from agency owners, so this week on the podcast, we're sharing the answer. In this episode, we share the tools and processes that we have in place to help our Account Managers onboard into an agency quickly and efficiently 🔥 Listen to hear the answer to your burning question: How long does it take for an Account Manager to take over? P.S. If your goal is to get out of the...

Do you have a robust performance evaluation process in place? We're often asked about how we manage performance reviews with our Account Managers – and today we're sharing our step-by-step process! Taking the time to formally put in place a performance evaluation with your employees is pivotal for ensuring that they feel heard, valued, and supported. Plus, it's the perfect opportunity to make sure everyone is aligned on expectations, wins are celebrated, and that growth is acknowledged...

Today's topic is one that every agency owner faces: determining the right salary for your Client Account Manager/s. You don't want to miss this episode because we're sharing an inside peek at our Account Manager's pay rates and how these are determined. We're hiring allll the time...we're always on the hunt for unicorn-status Client Account Managers. So we've had a lot of salary negotiations and conversations, and now we're sharing what factors we consider when determining salary...

Work less, earn more – doesn't that have a nice ring to it? If you're an agency owner who is trying to get out of the day-to-day grind, then this podcast episode is for you! We are so excited to have Karl Sakas as a guest. Karl is an agency consultant who has worked with hundreds of agencies across the globe. He's also an author and recently published his third book: Work Less, Earn More 📖 P.S. If you would like to read 'Work Less, Earn More' and get access to the accompanying workbook,...

This week on the podcast, we're thrilled to have Brent Weaver, CEO of Ugurus. He has been on our list of wanted guests for a long time! Brent Weaver took the learnings from his first successful agency (that he started in high school 🤯) to build Ugurus, a business dedicated to helping agency owners grow and scale their digital agencies. In this episode, Brent shares the one thing that he thinks makes the biggest difference to agency owners...which he learned the hard way when building...

Growing a client management team is essential for any marketing agency that wants to scale and be successful. Buuut that doesn't mean it comes without its challenges. From onboarding new clients to keeping the relationship fresh with long-term clients, there are many hurdles to overcome. In this latest podcast episode, we dive into the 10 most common struggles agency owners face when growing their client account management team. P.S If you're growing your Client Account Management team...