The Happy Clients Podcast

DOT & Company
  • 5.0 (1)
  • MANAGEMENT
  • UPDATED WEEKLY

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 agencies. Proudly owned by E2M Solutions.Solutions. Visit our website: https://www.dotandcompany.co/

  1. 2D AGO

    Exit Ready or Exhausted? Why Agency Owners Are Rethinking the Future With Karl Sakas

    Running an agency is hard. And right now, more owners than ever are asking the same question: Should I sell… or keep going?In this episode of the Happy Clients Podcast, Taylor sits down with agency advisor Carl Sakas to talk about what it really means to be exit ready, and why 90% of agencies reaching out to him are thinking about selling.We cover:• The 30-day sabbatical test• Why delegating client relationships impacts valuation• The real reason buyers walk away• How AI is changing agency demand• What makes you optional vs. indispensable• The financial clean-up most owners ignore• What life actually looks like after you sell ----------- [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!

    31 min

  2. FEB 9

    Selling Your Digital Agency: How E2M Acquired DOT & Company - With Brent Weaver

    What does it actually look like to sell a digital agency?In this episode of the Happy Clients Podcast, Taylor McMaster sits down with Brent Weaver, CEO of E2M, to break down the real story behind E2M’s acquisition of DOT & Company. From the first conversation to due diligence, timing, and closing the deal, this is an honest look at how agency acquisitions really work.If you’re a digital agency owner thinking about selling, or just curious how these deals happen, this episode pulls back the curtain. --------------------------------- [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!

    37 min

  3. FEB 2

    The Trust First Agency Model Explained, with Alex Schlinsky

    What actually keeps agency clients long-term? In this episode, Alex Schlinsky breaks down the Trust-First Agency Model, and why transparency, communication, and integrity matter more than perfect results. Alex shares real stories from running and scaling his own agency, including: Why results alone don’t guarantee retention How transparency creates trust (even in hard conversations) The role communication plays in sales and service What most agencies get wrong about client expectations How honesty can lead to longer relationships and bigger opportunities If you’re an agency owner focused on growth, retention, and building a business that lasts, this conversation will shift how you think about clients, and how you show up for them. [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!

    22 min

  4. JAN 26

    Why Most Agency Owners Get Stuck at $30k–$80k/Month (And How to Break Through) with Chris Rudolph

    Most agency owners don’t stall because they’re bad at marketing. They stall because they’re stuck in the business instead of running it. In this episode, Chris Rudolph breaks down why so many agencies hit a ceiling around $30k–$80k/month, and what actually needs to change to break through it. We cover: Why agencies stall at predictable revenue plateaus The hidden “operator trap” keeping owners stuck in the day-to-day What changes when you shift from freelancer → CEO The systems and mindset required to scale past $100k/monthIf you’ve ever felt like: You’re doing everything in your agency Growth slows the harder you work Adding more clients just adds more stress This conversation will hit home. You can contact Chris Rudolph here: https://freedomagencycoach.com/ [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!

    27 min

  5. JAN 19

    Why So Many Agency Owners Are Panic Selling... And What to Do Instead, with Steve Guberman

    In this episode, we sit down with Steve Guberman to talk about what’s really happening inside agencies right now. From panic selling and fear-driven exits to AI, layoffs, and shifting deal timelines, Steve shares what he’s seeing across the agency landscape, and why rushing to sell often leaves money and opportunity on the table. We cover: Why many agency owners are panic selling How uncertainty, AI, and market shifts are shaping decisions What it actually means to build an agency that’s ready to sell (even if you don’t want to) Smarter alternatives to fear-based exits If you’re an agency owner thinking about your next move, this conversation offers clarity without the panic. ----------------------------- [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'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!

    47 min

  6. JAN 12

    Why Agencies Are Being Fired in 2026 and The Post Scope Era with Raul Hernandez Ochoa

    Why are agencies getting fired more often in 2026, even when they’re doing “good work”? In this episode of The Happy Clients Podcast, I sit down with Raul Hernandez to break down what’s really changing in the agency world, and why traditional scopes, services, and delivery models aren’t enough anymore. In this episode, we cover: Why agencies are being fired (even when results look “fine”)What clients actually expect from agencies in 2025The difference between being a vendor vs. a strategic partnerHow top agencies build trust beyond deliverablesWhy “just fulfilling the scope” is no longer enoughWhat sustainable agency growth looks like right nowThis episode is for agency owners who want to retain clients, increase lifetime value, and build relationships that last, not just close deals. ----------------------------- [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'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!

    44 min

  7. JAN 5

    Agency Trends 2026 AI, Smarter Scaling & Client Strategy with Drew McLellan

    What does it really take to scale an agency in 2026? In this episode, Drew McLellan breaks down the biggest trends shaping agencies right now, from how AI is actually being used, to why smarter scaling has less to do with tools and more to do with leadership. We talk about: How agencies are using AI beyond content creation Why agency owners become the biggest scaling bottleneck The shift from account management to client strategy What it takes to get out of the day-to-day without losing control If you’re an agency owner trying to scale smarter, protect client relationships, and step into a more strategic role, this conversation is for you. 🎧 Tune in and get ahead of what’s next for agencies in 2026. ----------------------------- [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'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!

    44 min

  8. 12/29/2025

    The Account Manager Hiring Checklist Every Agency Owner Should Use

    If you’re wondering whether it’s finally time to hire an Account Manager, this episode is for you. In this episode of the Happy Clients Podcast, we walk through the exact checklist we use with agency owners to decide when (and if) it’s time to offload client management. We cover: The subtle red flags that signal it’s time to hire How client communication is quietly capping your growth Why burnout doesn’t fix itself as your agency scales The danger of letting contractors manage client relationships A practical, data-backed checklist to evaluate your capacity How to look at client load, churn, and MRR realistically If you’re stuck managing clients, drowning in emails, or putting off growth because you “don’t have time to onboard someone,” this episode will give you clarity. ----------------------------- [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'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!

    17 min
See All (232)

Trailer

About

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 agencies. Proudly owned by E2M Solutions.Solutions. Visit our website: https://www.dotandcompany.co/

Information

  • Creator
    DOT & Company
  • Years Active
    2024 - 2026
  • Episodes
    232
  • Rating
    Clean
  • Copyright
    © DOT & Company
  • Show Website
    The Happy Clients Podcast