94. Handing-Off Long-term Client Relations To An Account Manager... How To Do It?

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!