66. 10 Important Questions You Need to Ask Yourself Before Hiring Someone To Manage Your Clients

10 Important Questions You Need to Ask Yourself Before
Hiring Someone To Manage Your Clients


You're ready to scale up your agency and hire a team member to
manage your clients. Congrats!


But, what do you need to make sure you're prepped with ahead of
making this hire?


At DOT & Co., we’re Client Account Managers. We work
part-time in multiple agencies at once as that client-facing
person, who project manages and is the glue between the agency
team, and the client.


Through our experience, we've learned that it takes TIME to
implement someone into your team... even if they're highly
trained by someone like us!


Here's what you MUST do: understand that you're hiring a
human, and they need time to learn about your agency. Patience is
going to be key here, and it's not the type of thing where you
plug n' play someone into your agency and they know everything in
the first week. It takes time.


So, we recommend you start here. Review our CAM Sample Task List
to give you a sense of the role. Then, outline what's the most
important for this person to learn within the first week, month
and 3 months.





[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!