Does your agency work with contractors to support you with client work? Inside our community of Account Managers, we cover a range of topics, but one that comes up time and time again is: how can I manage contractors in a way that feels effortless? I've pulled a recording from our monthly membership and I'm sharing it with you for free— a sneak peek into what goes on inside CAM Community. Take a listen here, or share with your Account Managers! [HELPFUL LINKS] Onboarding Checklist: Grab⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠onboarding checklist here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.  ..read more

It’s a tale as old as time: You don’t delegate because you’re worried about losing control of cherished client relationships, terrified that your meticulous attention to detail and high standards might not be maintained, and even anxious about feeling out of the loop.  Yes, delegation can be scary, but it can also be your superpower–freeing you up to work ON your business rather than IN it. The truth is, the best agencies delegate day-to-day account management. And delegation means you can take your agency from integration to innovation.  So, listen up! ? [HELPFUL LINKS] Onboarding ..read more

Let me guess... You're apprehensive about delegating invoicing and payment responsibilities to your Account Manager, fearing your team won't meet your high standards? ? That's common, but doesn't need to be your reality. Lucky for you, we pulled this training from inside our Account Manager training program and dropped it for free on The Happy Clients Podcast. Because, we believe it's so important for your AM's to know HOW to speak to clients re: their invoices and payments. [HELPFUL LINKS] Onboarding Checklist: Grab⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠our ⁠⁠⁠⁠⁠⁠⁠⁠onboarding checklist here ..read more

Building a business is like building a house. Just as a house needs a solid base before you can assemble the frame, your business needs a strong foundation in place before you can expand.  Think of your business as a blueprint for success. Get it right, and you can grow and scale with ease!  But how to get it right is where it gets tricky. That’s why we sat down with Sarah Duran to discover the framework she built to help freelancers, consultants, and coaches across the globe redefine work on their own terms and achieve total control of their business.  Sarah walks us through th ..read more

In this episode, we’re excitedly joined by digital marketing guru and agency coach, Jason Swenk, the mastermind behind Agency Mastery 360. Over the years, Jason has equipped thousands of agency owners with the tools they need to create predictability, wealth, and freedom in their business. And, he did this for himself and his own agency. After a decade of coaching agency owners just like you, Jason shares his secret sauce for doing more of what you love, and less of what you don’t. If you're an agency owner who wants to transform your shop from a burden to an asset, this is THE episode for you ..read more

Our team's passion for flexibility and productivity has not only shaped our dynamic work culture, but has also unleashed our creativity and innovation. No matter where we are—from our at-home office, to a café, to the airport—we're always ready to bring fresh, exciting ideas to our clients. In this episode, Olivia shares her experience as one of our Client Account Managers and why she loves the remote life.  [HELPFUL LINKS] Onboarding Checklist: Grab⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠our ⁠⁠⁠⁠⁠onboarding checklist here⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [ABOUT THIS PODCAST] Welcome t ..read more

Are you worried about what will happen if your Account Manager leaves your agency? It's a topic that often comes up when we talk to Agency Owners, so on this episode, we're chatting about the impact this can have on clients (Good news: it doesn't need to be a negative thing) and tips for how to help the transition. As of this moment, do you have an Account Manager SOP built out for your agency? If not, we highly recommend you get onto this. Not only is it best practice to have all your processes documented BUT having a detailed SOP really helps when your Account Manager is moving on ..read more

When can I expect my Account Manager to take over from me?  This is one of the most asked questions we receive from agency owners, so this week on the podcast, we're sharing the answer. In this episode, we share the tools and processes that we have in place to help our Account Managers onboard into an agency quickly and efficiently ? Listen to hear the answer to your burning question: How long does it take for an Account Manager to take over? P.S. If your goal is to get out of the day-to-day, it is possible we've seen it time and time again. Reach out to ⁠book an intro call ⁠wit ..read more

Do you have a robust performance evaluation process in place? We're often asked about how we manage performance reviews with our Account Managers – and today we're sharing our step-by-step process! Taking the time to formally put in place a performance evaluation with your employees is pivotal for ensuring that they feel heard, valued, and supported. Plus, it's the perfect opportunity to make sure everyone is aligned on expectations, wins are celebrated, and that growth is acknowledged ? In this episode, we're walking you through the exact review process we take with our Account Managers, incl ..read more

Today's topic is one that every agency owner faces: determining the right salary for your Client Account Manager/s. You don't want to miss this episode because we're sharing an inside peek at our Account Manager's pay rates and how these are determined. We're hiring allll the time...we're always on the hunt for unicorn-status Client Account Managers. So we've had a lot of salary negotiations and conversations, and now we're sharing what factors we consider when determining salary ranges. Plus, in this episode, we're even revealing the specific salary ranges we pay our Account Manager ..read more