Invoicing and Payments 101: Simplifying the Financial Side of Client Management
Listen now
Description
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 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!
More Episodes
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....
Published 04/29/24
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...
Published 04/22/24
Published 04/22/24