What Not To Do When Integrating a Project Management Platform in Your Agency
The Happy Clients Podcast
by DOT & Company
2d ago
Are you tired of disorganized and inefficient project management in your digital marketing agency? This week on the podcast, Emma Watt, our Training Manager, shares her expertise on the do's and don'ts of integrating a project management platform into your agency. Listen to discover: The fundamental starting points of successful project management How to get the entire team on board with your project management platform The importance of documenting Standard Operating Procedures (SOPs) [HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.  [ABOUT THIS PODCAST] Welc ..read more
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Why the DOT Team Loves Working Remotely: The Benefits of Flexibility, Productivity, and Trust
The Happy Clients Podcast
by DOT & Company
5d ago
Working remotely has become increasingly popular in recent years, and for good reason. Remote working offers many benefits, like increased productivity, freedom, and flexibility ? DOT & Co. is a fully remote team, so this week on the podcast we chat with Jillian, who has been a remote Client Account Manager for almost 2 years. We dive into what Jillian's day-to-day looks like. She loves having the ability to plan her day around what calls she has on, whether she thinks she'll work better at a coffee shop that day or choose to knuckle down at home to get work done. This flexibility allows h ..read more
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From Corporate Cubicle to Virtual Assistance Pro: Meet Molly
The Happy Clients Podcast
by DOT & Company
2w ago
Today on the podcast we chat with Molly who's the founder of Virtual Assistant Management! She dreamed of having more freedom and flexibility in her career, so left her corporate job and became a Virtual Assistant (VA). That was 10 years ago, and now she's running her own Virtual Assistant Management agency, placing the perfect fit certified professional VAs into agencies and businesses. Molly also runs training programs to teach competency in the Virtual Assistant space, ensuring her VAs are confident and ready to be placed into businesses. [HELPFUL LINKS] Onboarding Checklist: Grab our onb ..read more
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Why Setting Boundaries is Beneficial for Your Agency
The Happy Clients Podcast
by DOT & Company
3w ago
In this episode, we're talking allll about boundaries and why they're so important to set. As Sheena, our very own Client Account Manager says — good boundaries start with managing expectations. We chat about how to manage expectations from the start (we don't want to sound like a broken record but clear communication is key). So that means confirming deliverables and timelines from the get-go (in writing ✏️). [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 ..read more
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Should I Outsource App Development? How? Meet Adam Weil from White Rabbit
The Happy Clients Podcast
by DOT & Company
1M ago
We're back for 2023! In this episode, we're speaking with guest Adam Weil from White Rabbit Group. Adam touches on the difficulty he had outsourcing web dev previously (I'm sure some of you can relate). Then fast forward to now, where he's running an agency that partners with agencies offering custom design, website dev, and app development. We chat about what White Rabbit has put in place to overcome those typical challenges that occur when outsourcing — transparency and good communication being key. Plus, he shares how they've built a strong culture as a remote team, from Slack challenges to ..read more
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More Than One Account Manager On An Account? Here’s What Not To Do
The Happy Clients Podcast
by DOT & Company
1M ago
In our final episode of 2022, we're wrapping up the year by talking about what NOT to do when you have more than one Account Manager. It's an exciting time when your agency has grown so much that you need to bring on another Account Manager ? - WIN BUT how do you make it a smooth transition for both your team AND your clients? We're breaking down what not to do and sharing what you should do, like ensuring your clients have a dedicated 'go-to' person. Listen to this episode to check that you're not making any of these mistakes! We'll be back with more episodes in 2023 from 9 Jan - we can't wai ..read more
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Three Reasons A Remote Team Is Better For Your Bottom Line
The Happy Clients Podcast
by DOT & Company
2M ago
Remote working has become a lot more popular, in the last few years, as many businesses had to adapt during the pandemic. Buuut we think it should be here to stay, and here's why - a remote team can actually have a positive impact on your bottom line. Plus, we've seen that a lot of people are looking specifically for remote opportunities, so by offering a remote role you'll not only attract more talent but it could also save you money in the long run: win-win! Sounds great, right? Listen to the full episode where we chat about the three key benefits we've found with having a remote team. [HE ..read more
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How To Hire Account Managers [7-Step Process]
The Happy Clients Podcast
by DOT & Company
2M ago
?We're spilling our secret sauce for hiring premium Client Account Managers! Yep, we're sharing ALL the details of our hiring process from where we look for talent through to every single step that candidates take before being hired by us. We don't want to toot our own horn, but with over 600 applicants every month, we know a thing or two about finding the best talent! WARNING: It's not a short process but it's how we ensure we find unicorns for our agencies ? If you've decided to hire an Account Manager and don't know where to start, we recommend you listen to this episode. [HELPFUL LINKS ..read more
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How Do I Manage An Account Manager?
The Happy Clients Podcast
by DOT & Company
2M ago
This week on the podcast we have our final training with operations expert, Alyson! So, you've taken the leap and finally hired a Client Account Manager - well done you! BUT how do you manage your Account Manager to make sure you're getting an ROI and setting them up for success? We've said it once and we'll say it again, a great Client Account Manager can really have a positive impact on an agency's bottom line. Listen to this week's episode where we're sharing the exact systems, KPIs and management tools we use to get the best out of our Client Account Managers. Bonus Resources: Check out C ..read more
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When Should I Hire An Account Manager?
The Happy Clients Podcast
by DOT & Company
3M ago
This week on the podcast we're V EXCITED to share a training series we hosted with Alyson, Operations Expert. We're diving into the #1 asked question from agency owners: When Should I Hire An Account Manager? We’ve heard it all before. I’m not ready I need to get my processes and systems organized I need to learn how to train an account manager I don’t have time to train It’s easier to just do it myself It’s just not the right time. Here’s the truth: Any time is the right time to hire an Account Manager. [HELPFUL LINKS] Onboarding Checklist: Grab our onboarding checklist here.  [ABOUT ..read more
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