Letting Account Managers Go and the Impact on Client Relationships

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 processes documented BUT having a
detailed SOP really helps when your Account Manager is
moving on. An SOP means that while it'll be a new face, the level
of service stays the same!


Pro Tip: when communicating the change to clients, keep it
positive – let them know you have a plan and that this won't
affect their account's results.


Listen to this episode so that if letting go of an Account
Manager does come up, you're prepared.


P.S. Want access to our SOP templates that we mention in this
episode, then join CAM Community today. Find out more.


[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!