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The Happy Clients Podcast

DOT & Company
Account Management
Artificial Intelligence
Digital Marketing Agencies
E2M Solutions
Agency Growth
DOT and Co
Client Relationships
Timeglass
Agency Management
DOT & Co
DOT and Company
Agency Profitability
Agency Ownership
Agencies
Client Account Manager
Scope Creep
Sephrina Marketing Group
DOT
AI In Agencies
Outbound Sales

Welcome to the Happy Clients Podcast, brought to you by DOT and Company. The world's best 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. We’re DOT and Co, we provide client account management for digital marketing ... more

PublishesWeeklyEpisodes254Founded2 years ago
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Artwork for The Happy Clients Podcast

Latest Episodes

Hiring a full-time account manager feels like control. In reality, it means every client relationship, every process, and every piece of institutional knowledge lives inside one person's head, and the day they leave, all of it walks out the door with... more

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Combining the account manager and strategist roles feels efficient on paper, until you realize you're asking one person to be excellent at two entirely different jobs. In this episode, Tiffany (DOT’s Director of Operations) joins to break down why ke... more

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Every retainer price, staffing decision, and profitability call at your agency runs on time sheets filled out from memory on a Friday afternoon. The numbers look real. They're guesses, and that gap is quietly costing you money you don't even know you... more

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Finding a great client account manager is one of the hardest hiring challenges a growing agency faces. In this episode, we sit down to pull back the curtain on DOT & Company's account manager hiring process, a multi-round, assessment-heavy system tha... more

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Recent Guests

Adam Masonbrink
Founding team member at Timeglass
Timeglass
Episode: Your Agency Time Sheets Are Guesses. Your Margins Are Too, with Timeglass
Jonathan Cogan
Founder of Sephrina Marketing Group
Sephrina Marketing Group
Episode: He Built a 7-Person Agency Without a Single Marketing Campaign
Robert Patin
Agency profitability expert, founder of Creative Agency Success
Creative Agency Success
Episode: Every Week Your Project Runs Late, You Lose 6% Net Profit - with Robert Patin from Creative Agency Success
Mandy Ellefson
Hands-off CEO, author of a book on removing the agency owner from day-to-day operations
HandsoffCEO / Hands-Off CEO
Episode: You’re the Bottleneck: How Founders Stall Growth, with Mari Ellefson
Albert Banks
Account management expert and former agency owner who advised other agencies; founder of Apertus
Apertus (apertus.co)
Episode: The Account Manager Mindset That Actually Grows Agencies, with Albert Banks from Apertus
Cory Jackson
Sales expert invited to discuss upselling and agency growth
Independent / Sales consultant
Episode: The Hidden Revenue Sitting Inside Your Existing Clients - with Cory Jackson
Marcel Petitpas
Founder of Paraketo
Paraketo
Episode: The Agency Trap: Big Clients, Busy Teams, No Profit, with Marcel Petitpas
Carl Sakas
Exit readiness expert, author, and consultant
Sakas & Company
Episode: Exit Ready or Exhausted? Why Agency Owners Are Rethinking the Future With Karl Sakas
Brent Weaver
CEO of E2M and now DOT & Co
E2M/DOT & Co
Episode: Selling Your Digital Agency: How E2M Acquired DOT & Company - With Brent Weaver

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Talking Points

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The Real Reason Our Client Account Managers Don’t Do Sales or Strategy
Q: How does separating CAMs from strategy impact agency growth and client outcomes?
Separating roles frees strategists to focus on high-value work, enables better retention, and lets account managers own the client experience, leading to more holistic and scalable results.
The Real Reason Our Client Account Managers Don’t Do Sales or Strategy
Q: Can an account manager be my strategist as well, and should they be?
The hosts explain that while technically possible, it dilutes expertise; specialists in account management should handle client relationships and day-to-day tasks, while strategists focus on big-picture planning and results.
Your Agency Time Sheets Are Guesses. Your Margins Are Too, with Timeglass
Q: Can you just give us a 30-second version of what is Timeglass and why did you and the team build it?
Timeglass is an automatic timesheet tool built for the AI era that combines visual capture of activity on screens with call audio to create highly accurate timesheets and provide rich profitability data, enabling agencies to forecast and understand client and project profitability.
Your Agency’s Growth Problem Might Be… Your Books - With Brandon Kordower from AURA
Q: So do you have one piece of financial advice you could leave us with?
Start with time tracking for a month to confirm accuracy across all time entries, then export to Excel to begin calculating burdened rates and margins, which will give you a clear baseline to decide where to focus for profit and growth.
Think Hosting Doesn’t Matter? Think Again—with Tom Fanelli of Convesio
Q: How do agencies scale when working with Convesio, and what does the working relationship look like?
Agencies can offload technical burden to Convesio's team (including a potential white-label support option), communicate strategically with clients through the agency, and leverage revenue-sharing models to grow profitably as the client base expands.

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Frequently Asked Questions About The Happy Clients Podcast

What is The Happy Clients Podcast about and what kind of topics does it cover?

The show centers on practical operations, leadership, and profitability for digital marketing agencies, with a strong emphasis on account management, hiring, and scalable processes. Across episodes, listeners are exposed to hands-on playbooks for client management, transitions, and using AI tools to boost efficiency and client outcomes. A notable throughline is reframing the account manager role from order-taker to trusted growth partner, plus practical strategies for outsourcing, onboarding, and preserving margins in hybrid or remote setups. A consistent feature is the integration of white-label fulfillment partners and behind-the-scenes support from a technology-enabled services group, suggesting a hands-on, operational focus aimed at age... more

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1. The Mel Robbins Podcast

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The Happy Clients Podcast launched 2 years ago and published 254 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Happy Clients Podcast?

Recent guests on The Happy Clients Podcast include:

1. Adam Masonbrink
2. Jonathan Cogan
3. Robert Patin
4. Mandy Ellefson
5. Albert Banks
6. Cory Jackson
7. Marcel Petitpas
8. Carl Sakas

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