Revealing Our Gold Standard Account Management Playbook

The Gold Standard of Account Management: Five Years in
the Making





Welcome back toThe Happy Clients Podcast! Today, we’re rolling up
our sleeves and getting tactical with what we callThe Gold
Standard of Account Management. If you’re an agency owner or
account manager, this is the episode youcan’t afford to skip.





I’ve invited back Jillian, one of our senior department managers,
who played a key role in shaping this standard into what it is
today. But let’s rewind a bit—this didn’t happen overnight. The
Gold Standard is the result of five years of refinement,
learning, and putting pen to paper to define exactlywhat makes an
exceptional account manager. Spoiler: It’s not fluff—it’s
tactical, tangible, and game-changing.





[HELPFUL LINKS]Onboarding Checklist: Grab⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
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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!