How to Perfect the Client Onboarding Experience, with Taylor McMaster episode artwork

EPISODE · Mar 23, 2022 · 22 MIN

How to Perfect the Client Onboarding Experience, with Taylor McMaster

from The Agency Profit Podcast · host Marcel Petitpas

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Want to see/read more about this episode? Then do make your way to https://parakeeto.com/blogGuest Links:Dotandcompany.codotandcompany.co/podcastFacebookInstagram About Taylor McMaster:Taylor leads a team of Client Account Managers at DOT & Company, training the CAMs to work with different agencies. To date, they have helped dozens of digital marketing agencies free up their time to prioritize the money-makers in their businesses, all while the DOT team ensures their client experience runs super smooth.Taylor spends her spare time renovating houses around Nova Scotia, Canada.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, our guest is the founder of DOT & Company, Taylor McMaster. With full-service client account management services, Taylor and her team help digital marketing agencies keep their clients happy – and, by extension, keep agency owners focused on what they do best! Points of Interest… • How DOT Specializes in Account Management 1:31 • The Role of an Account Manager 3:03 • Keys to Account Management 8:00 • Managing Client Expectation 11:35 • How to Better Your Account Management 13:06

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How to Perfect the Client Onboarding Experience, with Taylor McMaster

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Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency...

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