The Ultimate Guide to Game Changing Client Account Management with Taylor McMaster

In this episode, client account management expert Taylor McMaster outlines the all-important details for achieving exceptional client service.

Taylor and her team at Dot and Company provide client account management services to growing digital marketing agencies. They help agency owners scale their businesses by nurturing their client relationships and relieving them of daily management tasks so that they can focus on other facets of their operations.

Topics Discussed

  • Taylor’s background and how Dot and Company was born  1:27

    The typical agency that Dot and Company works with 5:20

    The characteristics of agencies that need a client manager 6:11

    Tips and tricks on transitioning client management to your team 7:21

    Where agencies fall short with in client management 10:16

    What to look for in a Client Account Manager 12:11

    The Perfect Onbording Experience 14:40

    Taylor’s Secret Weapon 17:06

    What to do when a client is uncommunicative 18:51

    How to keep client relationships from getting stagnant  20:36

    How many accounts should an account manager handle 22:00

    Keeping a client relationship strong when things are going wrong 23:34

    The most important thing about client management success  25:27

    How to connect with Dot and Co. 27:08

    Taylor’s book recommendation 28:31


People and Resources Mentioned

Podcast Transcript

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Posted on

October 4, 2021