The CAM School
Meet the CAM School, a comprehensive training program for your in-house Client Account Managers to fast-track their understanding of how to make (and keep) your clients happy.
Welcome to CAM School
Introduction
What is CAM School?
FREE PREVIEWHow Do I Get the Most Value?
CAM School Workbook
CAM School FAQs
CAM School Module Overview
FREE PREVIEWThis is for You if...
FREE PREVIEWWhat is the Role of the CAM?
What does a CAM do?
FREE PREVIEWSample CAM Task List
FREE PREVIEWWhy are CAMs so Valued?
DOTs Mantra
Remember
Introduction to SOPs
CAM SOP Template
A Real Life SOP
The DOT Method
Module 1 Takeaways
Module 1 Quiz
Module 1 Assignment
Module 2 | Strategy and Knowledge
Module 2 Overview
The Value of a CAM
The Daily Pulse
FREE PREVIEWManaging Client Expectations
Explain Metrics in Meaningful Ways
How to Find Out What is Meaningful
Visualize Strategy
Strategy Outline Templates
Learning the Metrics
Glossary of Terms
Your Role as a CAM
FREE PREVIEWKeep in Mind the List of 3's
How to Speak Strategy
How Do You Learn the Strategy?
Sample Frequently Asked Questions Document
What to Focus On
The DOT Method
FREE PREVIEWDigital Advertising Resources
Facebook Agency SOP
Facebook Troubleshooting Guide
iOS Update SOP
Email Marketing Guide
Pinterest Guide
Google Ads Guide
YouTube Ads Guide
LinkedIn Ads Guide
Module 2 Quiz
PPC and SEO Guide
Module 2 Assignment
Module 2 Takeaways
Welcome to Module 3 | The Best Platform Practices
Module 3 Overview
Our Role as a PM
The Project Breakdown
FREE PREVIEWProject Management Softwares
Communication Tools
Email Templates
Time Management
Scheduling Tools
Funnel Tools
Reporting Tools
Reporting Checklist
Reporting Guide
Additional Tools
How to Utilize the Tools Available to You
The DOT Method
FREE PREVIEWProject Timeline Playbook
Project Management for Agencies with Asana | Before we begin...
Project Management for Agencies with Asana | A message from Taylor
Getting Set Up On Asana
Project Management for Agencies with Asana | Creating Customized Templates For Your Agency
Test Your Templates | Practice Makes Perfect
Module 3 Quiz
Module 3 Assignment
Module 3 Takeaways
Module 4 | Client Onboarding
Module 4 Overview
The Onboarding Process
Top Tips for Client Onboarding
Where to Start?
Onboarding Checklist
FREE PREVIEWHow We Onboard
FREE PREVIEWProcess Each Part
Briefing Documents
Briefing Document Examples
Brand Guide Overview
Brand Guide
Onboarding Email
Onboarding Intro Email Examples
Getting Access
Access Guide
Client Communication
DOT Agency Onboarding Timeline Example
Communicating the Strategy
The Kick Off Call
Kick Off Call Checklist
The Strategy Build
Project Management
The Approval Process
Ad Grid Template
Pre-Launch
QA Checklists
The LAUNCH
Ask for Feedback
Happiness Surveys
The Dos and Don'ts
Client Welcome Guide
Module 4 Quiz
Module 4 Assignment
Module 4 Takeaways
Module 5 | Client Communication and Meetings
Module 5 Overview
DOT Vibes
Client Meetings
Pre-Meeting Prep
How to Feel Prepared
It's Time to Shine
Discuss Metrics in Meaningful Ways
Extra Special Ways
CAM Transition Guide
The Follow Up
Feel Proactive
CAM Confidence
Meeting Resources
Meeting Scripts
Email Communication
FREE PREVIEWThe DOT Method in Action
Client Email Guide
Module 5 Quiz
Module 5 Assignment
Module 5 Takeaways
Module 6 | Standard Operating Procedures
Module 6 Overview
Why Is a Building Timeline Important?
How to Build a Timeline
Examples of Timelines and Best Practices
Time Management Skills
Update your SOP
Update your PM Software
Client Dashboards
Sample SOPs
Sample eCommerce CAM SOP
Sample Slack SOP
Sample Web Dev CAM SOP
Sample Funnel Building Agency SOP
Budget Tracker SOP
Sample Launch Agency CAM SOP.docx
Sample Media Buyer SOP
Sample Events Agency CAM SOP
Module 6 Takeaways
Module 6 Quiz
Module 6 Assignment
Module 7 Overview
Special Touches in Client Account Management
FREE PREVIEWGifting Process
DOT Gift Ideas!
Happiness Surveys
Happiness Survey Email Examples
Ongoing Management + Client Expectations
6 Steps for Success
A Community of CAMs
Thank You
The Final Assignment
Module 7 | The DOT Method