Course curriculum

  • 1

    Module 1 - Introduction

    • WELCOME TO CAM SCHOOL!

    • DOWNLOAD CAM SCHOOL WORKBOOK

    • MODULE OVERVIEW

    • MESSAGE FROM OUR CEO

    • MEET THE TEAM

      FREE PREVIEW
    • THIS IS FOR YOU IF...

    • HOW WE FIT IN

    • OPERATIONS

    • BUSINESS DEV

    • TECH AND ANALYTICS

    • CREATIVE

    • MEDIA BUYING

    • CLIENT ACCOUNT MANAGEMENT

    • OUR ROLE IN THE AGENCY

      FREE PREVIEW
    • THE HAPPY CLIENTS PODCAST

    • WHY CAMS ARE SO VALUED

    • DOT & Co. MANTRA

    • REMEMBER:

    • MODULE 1 TAKEAWAYS

    • ASSIGNMENT 1

  • 2

    Module 2 - Servicing Digital Marketing Agencies

    • MODULE 2 OVERVIEW

    • WHAT IS DIGITAL MARKETING

    • DOT GLOSSARY

    • AGENCY 101

    • MARKETING SALES FUNNELS

    • FUNNEL OVERVIEW

    • ECOMMERCE 101

    • ECOMM REQUIRES ADS TO STAND OUT

    • CREATING AWESOME ECOMM CAMPAIGNS

    • ECOMM STRATEGIES

    • LEAD GENERATION 101

    • USING LEAD GENERATION

    • LEAD GEN IN ACTION

    • LEAD GEN: KEEP IN MIND

    • COACHING & COURSES 101

    • COACHING & COURSES: A HEADS UP

    • COACHING & COURSES: SLOW PROCESS

    • COACH COURSE PUZZLE

    • COACH & COURSE FUNNEL

    • WELCOME TO FACEBOOK

    • FACEBOOK INTRO

    • FACEBOOK TARGETING

    • WELCOME TO INSTAGRAM

    • INSTAGRAM ADS

    • INSTAGRAM ADS CONT.

    • THE DIGITAL AD WORLD

      FREE PREVIEW
    • FB ADS MANAGER OVERVIEW | PART 1

    • FB ADS MANAGER OVERVIEW | PART 2 - CAMPAIGN VIEW

    • FB ADS MANAGER OVERVIEW | PART 3 - AD SETS

    • FB ADS MANAGER OVERVIEW | PART 4 - ADS

    • LINKEDIN CAMPAIGN MANAGER

    • BOOSTING VS. AD CAMPAIGNS

    • BOOSTING VS. AD CAMPAIGNS CONT.

    • WAIT! THERE'S MORE...

    • HERE'S THE LOW DOWN

    • SO REMEMBER...

    • MODULE 2 TAKEAWAYS

    • ASSIGNMENT 2

    • DO YOU WANT TO BE A DOT CAM? PART 1

  • 3

    Module 3 - Best Platform Practices

    • MODULE 3 OVERVIEW

    • HEADS UP

    • INTRO TO PROJECT MANAGEMENT

      FREE PREVIEW
    • PROJECT MANAGEMENT PLATFORMS

    • ASANA

    • THE ASANA LAB

    • ASANA WITH TAYLOR

    • BEFORE WE BEGIN

    • GETTING SET UP ON ASANA

    • CREATING CUSTOMIZED TEMPLATES FOR AGENCIES

    • TEST YOUR TEMPLATES | ASSIGNMENT 3

    • CEO DASHBOARDS [paid version]

    • PORTFOLIOS IN ASANA [paid version]

    • TIMELINES INSIDE A PROJECT [paid version]

    • USING ASANA FORMS [paid version]

    • ASANA 'GOALS' [paid version]

    • PROJECT MANAGING YOUR TEAM

    • INTEGRATIONS | SLACK

    • INTEGRATIONS | GMAIL

    • INTEGRATIONS | ZAPIER

    • CONGRATS!

    • BACK TO PM SOFTWARE: TEAMWORK

    • TEAMWORK OVERVIEW

    • TRELLO

    • NOTION

    • GMAIL

    • GOOGLE CALENDAR

    • CALENDLY

    • SCHEDULE ONCE

    • SLACK

    • ZOOM

    • NEXT UP: FUNNEL BUILD PLATFORMS

    • EMAIL MARKETING

    • BUILDING FUNNELS

    • FUNNEL BUILD PLATFORMS

    • CLICKFUNNELS

    • MORE FUNNEL BUILDERS

    • ZAPIER

    • THE BIG PICTURE

    • & FINALLY: REPORTING PLATFORMS

    • REPORTING

    • GOOGLE DATA STUDIO

    • AND MORE REPORTING

    • GRAMMARLY

    • THE BEST FOR LAST: LOOM

    • MODULE 3 TAKEAWAYS

    • ASSIGNMENT 3

  • 4

    Module 4 - Onboarding

    • MODULE 4 OVERVIEW

    • THE ONBOARDING PROCESS

    • FIRST THINGS FIRST

    • HOW WE DO IT

    • ECOMM ONBOARDING

    • ANOTHER ECOMM ONBOARDING EXAMPLE

    • LEAD GEN ONBOARDING

    • COACH/COURSES ONBOARDING

    • PROCESS IT

    • REMEMBER THE STEPS

    • THE KICK OFF CALL

    • CRUSH THE CALL

    • LET'S TALK STRATEGY

    • THE STRATEGY CALL

    • THE CAMPAIGN BUILD

    • THE APPROVAL PROCESS

    • PRE-LAUNCH

    • LAUNCH

    • BOOM!

    • MODULE 4 TAKEAWAYS

    • ASSIGNMENT 4

    • DO YOU WANT TO BE A DOT CAM? PART 2

  • 5

    Module 5 - Client Meetings

    • MODULE 5 OVERVIEW

    • KATIE'S TIPS

    • EFFICIENT CLIENT MEETINGS

    • ONBOARDING MEETING EXAMPLE

    • ZOOM TIPS

    • TIPS FROM THE EXPERT

    • LEADING A MEETING

    • BE PREPARED

    • REPORTING UPDATES

    • BENCHMARKS

    • AGENDAS

    • REMEMBER: TAKE NOTES

    • FOLLOW UPS

    • FOLLOW UP THE FOLLOW UP

    • A FRIENDLY REMINDER ON CAM LANGUAGE

    • MODULE 5 TAKEAWAYS

    • ASSIGNMENT 5

  • 6

    Module 6 - Standard Operating Procedures

    • MODULE 6 OVERVIEW

    • WHAT IS AN SOP?

    • CAM SOP

    • CAM SOP Template

    • PROJECT MANAGER CAM SOP

    • ONBOARDING SPECIALIST SOP

    • SOP TEMPLATES

    • EMAIL TEMPLATES

    • G DRIVE TEMPLATES

    • PROJECT TEMPLATES

      FREE PREVIEW
    • KEEP IN MIND

    • MODULE 6 TAKEAWAYS

    • ASSIGNMENT 6

  • 7

    Module 7 - The DOT Method

    • MODULE 7 OVERVIEW

    • BACK TO OUR MANTRA

    • SPECIAL TOUCHES

    • KEEPING ORGANIZED

    • SIX STEPS FOR SUCCESS

    • SIX STEPS FOR SUCCESS CONTINUED

    • TAYLOR'S ORGANIZATION TIPS

    • OUR BEST WORK

    • MORE THAN A CAM

    • WE ARE SO PROUD OF YOU!!!

    • ASSIGNMENT 7 - YOU GOT THIS

    • DO YOU WANT TO BE A DOT CAM? PART 3

    • CONGRATULATIONS FROM DOT

Enroll In The CAM School

We’ve packed everything we know as professional Client Account Managers into this program, so you’re ready to hit the ground running when you graduate from CAM School.

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  • Seven Step-by-Step Modules

  • Comprehensive Library of SOPs, Tips & Tools

  • Video & PDF Training Material

  • Lifetime Access

FAQ

  • Do you have to finish the course within a certain time-frame?

    Once you enroll in the CAM School, it's yours for life! We typically say this course takes 2-6 weeks. It's up to you how fast, or how slow you'd like to take it.

  • Are the assignments graded, and is there an exam?

    The assignments are meant to be a learning tool to spark action. Not sure of an answer? Reach out to us and we'll help you get on track. There is a final assignment that covers multiple modules throughout the course to really help your knowledge shine!

  • I have questions about the material, how can I get support?

    We got you! Feel free to email [email protected] for any questions you might have throughout the course.

Provide Premium Client Account Management

You'll learn the DOT methods to managing clients in the agency world. From onboarding to client meetings and everything in between.