DOT & Company

Proving Your Worth as a Client Account Manager: How to Impress Your Agency Owner with Metrics and Reporting

Juggling Multiple Clients? Here's How to Do It Like a Pro

Building Strong Client Relationships: A Step-by-Step Guide

Subcontractors, Schmubcontractors: How to Effortlessly Manage Outsourced Work

Invoicing and Payments 101: Simplifying the Financial Side of Client Management

Stress-Free Client Management: Tips for Maintaining a Healthy Work-Life Balance

Delegation Done Right: Mastering the Art of Task Management

From Awkward to Awesome: How to Nail Your Client Meetings

Setting Your Team Up For Success with a Comprehensive Client Brief

Client Feedback 101: How to Use it to Improve Your Agency’s Services

Efficiency at its Finest: Tips for Managing Your Time Like a Pro

5 Surprising Ways to Impress Your Agency Owner and Score That Promotion

The Power of CAM Confidence - How to Handle Being Put on the Spot

10 Proven Strategies for Building Strong Relationships with Your Clients

The Ultimate Guide to Managing Multiple Clients Like a Pro

5 Secrets to Delegating Tasks and Boosting Efficiency

7 Tips for Keeping Your Clients Happy and Retaining Them for Life

The Art of Explaining Metrics In Meaningful Ways

Being Proactive in the Early Days to Build a Strong Foundation as an Account Manager

6 Strategies for Managing Stress and Maintaining a Healthy Work-Life Balance

Asana Advanced Training: Take Your Task Management Skills to the Next Level | Marquis Murray

The Power of Proactivity: How Taking Ownership Can Transform Your Client Relationships

How To Upsell & Cross-Sell As A CAM: 6 Tips

Leading A Team, Teaching Them To Think Ahead & Take Initiative

Building a Top-Notch Sales Team Inside Your Agency

SEO Account Management with Agency Owner Tedi Bezna

Why Account Management Is It's Own Department (And So Valuable!)

Repurpose: Email Marketing 101 with Caroline from Clickable Impact

Copywriting Account Management: Rickilee's Insider Secrets to Delivering Exceptional Account Management

Balancing Urgency and Boundaries As An Account Manager

Learning Expert Operations with Alyson Caffrey The CEO of Operations Agency

Sales Handovers: The Client Account Manager Approach to a Seamless Onboarding Transition

Unhappy Clients: Tips & Tricks to Diffusing a Negative Situation

The Art of Briefing: Post Meeting Tasks & Communication

All About Leadsie with Co-Founder Johannes Radig

How to Keep Internal Communication Warm and Positive (DOT Vibes!)

Day to Day CAM Life - HIGH VALUE

The Balance of Budgeting: Navigating Client Constraints while Providing Immense Value

How to Make Every Client Feel like They're the Only Client

CAM Community | CAMs & Strategy: How involved do we get?

Too Many Cooks in the Clients Kitchen How to Deal with Mutliple POCs

Making Asynchronous Work a Breeze with Huudle

Suggesting Changes to Your Agency Owner: Best Practices

WWYD: Navigating Tricky Client Scenarios - CAM Edition

Tiering Systems: How to decide which clients should get the most of your attention

Decoding Analytics: Elevate Your Client Conversations with Funnelytics

The Fear of Micromanagement

Content Calendars and Social Media Marketing with Miranda Calatrello

How to develop and maintain a client-focused mindset

Meta Ads Clinic: Paid Social Expertise!

How to Tell Clients "That'll be extra"

ClickUp with Kaci: Founder of Purposeful Systems

Providing Clients with Immense Value

Using ChatGPT to Make CAM Life a Breeze

Ultimate Efficiency w/ Paul Minors

Breaking Down Meta: The Ins and Outs of Paid Social

Onboarding Hacks with Tiffany

Setting Quarterly Goals for your Agency

Intro to Jira: Issue & Project Tracking Software

Leading Web Dev Projects to Completion: Tips and Tricks

How To Empower Your Internal Team

Mastering Client Account Management for Your Personal Life

ClickUp Experts Share All [Exclusive Training with ZenPilot]

The Role of Emotional Intelligence in Client Relationship Building

Empowering Founders to Scale Digital Agencies with Ross Brown at FlexOps

Operational Mastery with Sirvan Jackson

Branding Basics with Kristen

Heather Mueller Visualizing Timelines with Gantt Chart

Paul Cassimus - 3 Steps to Improve Client Retention and Results

Anthony Blatner - Intro to LinkedIn Strategy for B2B Marketing

Ian Garlic - Leveling Up Your Testimonials with Video Case Story

Optimizing Partnerships with Laurie Cutts at Everflow

SEO Basics with Tiffany Molloy

Meta Masterminds with Victoria

Time Management and Prioritization: Techniques for managing multiple clients and tasks effectively with Sakshi Jalan

How Deep Understanding of Scope & Billing Models Can Help Your Account Managers Serve Clients and Protect Profits Like a Pro with Marcel Petitpas

Working from Home Tips & Tricks with Vanessa Soria

Elevate Your LinkedIn: From Existing to Excelling with Sakshi Jalan

Maximizing Client Value: Strategies for Effective Cross-Selling and Upselling with Jillian

From Hello to Handoff: Mastering Client Onboarding in Web Development with Sheena

Scope It Real: Mastering Project Boundaries with Hailee

A deep dive into domain names and DNS

How To Build an SOP To Train Your Team (Without The Overwhelm!)

Virtual Vibes: Strengthening Remote Work Connections

Time Management Mastery with Jill Wright

Mastering Social Media Management with Sprout Social

How to Keep Your CEO Out of Account Management: Bridge the Gap Between What the Client Was Sold, What They Think They Bought, and Delivering Tangible Client Outcomes with Mandi Ellefson

Mastering Client Support: Hacks for Tracking Happy Clients with Greg Hickman

Delegate to Elevate How to Delegate Task Effectively

Midday Move & Reset: 15-Minute Yoga for a Productive Workday with Tara

Ready, Set, Manage: Integrating a PM into Your Marketing Team with Kristen

Smooth Transitions: Winning Over a New Point of Contact with Jenna

Preventing Overburn: ClickUp Time Tracking Organization for Marketing PMs with Mark

SEO Reports That Shine: A CAM’s Guide to Showcasing Results with Sheena

From CAMs with Love: Crafting the Perfect Gift Strategy for Your Clients with Victoria

Victoria - Meta Minds

PR vs. Marketing: What's the Real Difference in Agency Life with Kristen? 🤔✨

Goal Getters: How to Set SMART Goals That Actually Stick with Sheena ! 🎯✨

How can you have LESS meetings?

After the sales call, what can I do to make sure I get the whole scope of work for the client?

How do you balance the expectations with agency owners re: project management?

It seems like I'm working overtime every day. Why?

Don't bring problems, bring solutions — Sheena, Client Account Manager

How to think for yourself without needing others in the agency

What to do when you make a mistake? Does this resonate with you?

How do you manage your team that isn't updating your project management system? Everyone talks about

How to set boundaries when it comes to ad-hoc meetings

How can I switch the agency owner's mindset to be less reactive and more strategic as a CAM?

What do you do if a client doesn't respond to follow-up emails?

How to tackle Q1 financial crunch time for many agencies

What strategies have you found to be successful in helping clients establish healthy boundaries?

What can we do to ensure that our team meets the turnaround times for our upcoming projects?

How do you empower yourself to feel confident?

What do you do on a client call when you are put on the spot and you don't know the answer?

What's the best way to set expectations with your clients from the get-go?

What are people currently doing for Ad approval processes?

How do you go above and beyond every day in a world full of VAs and new marketers?

How do you handle a client that is nickel and dimming you for every task?

How Do You Manage Your Time Efficiently Across Clients?

How Technical Should a CAM Be?

How Can I Effectively Manage and Delegate Tasks To My Team Members?

How Can I Stay Organized and On Top of Deadlines For Multiple Clients?

As An Account Manager, How Do You Help Struggling Teammates?

What's The Best Way To Ask For Feedback From Clients?

How do I improve my communication skills?

How can Account Managers (and their agencies) stand out and retain valuable clients?

Google Ads Training with CAMs

Meta Minds

AMA Session | June 6, 2023

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AMA Session | July 4, 2023

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AMA Session | December 5, 2023

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AMA Session | January 16, 2024

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AMA Session | November 6, 2024

AMA Session | January 15, 2025