Why Spreadsheets Are Killing Your Agency’s Growth (and How Copper Fixes It)

Why Agencies are Ditching Spreadsheets (and Falling in
Love with Copper Instead)





If you’ve ever felt like your agency’s backend is being held
together with duct tape, Google Sheets, and a prayer—this one’s
for you.





In this episode, Taylor sits down with Perry Langenbahn from
Copper (a CRM that actually gets agencies) to chat about how
teams are moving from clunky, cobbled-together systems to sleek,
streamlined operations—and finally getting their time (and
sanity) back.








[HELPFUL LINKS] Onboarding Checklist: Grab⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
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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!