Is Your Agency Dropping The Ball? Here’s How to Fix It (Client Experience Best Practices)

The First Step to Fixing Your Agency’s Account Management
Process





Let’s be real—account management can feel like juggling flaming
swords while blindfolded. Agency owners often find themselves
buried in client emails, chasing down project updates, and
wondering, “Where the heck do we even start fixing this?”





In this episode of The Happy Clients Podcast, we pull back the
curtain on the very first step we take when working with
agencies: the account management audit. And trust us, it’s a
game-changer.





[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!