The Agency Hub

Your go-to spot for every free resource, template, and tool we’ve shared with agency owners.

From client onboarding guides to retention playbooks, everything here is designed to help you run a smoother, happier agency, without digging for links.

What You’ll Find Here:

Free trainings

Playbooks & guides

Worksheets & calculators

Swipe files & templates

Your agency gets easier from here.

Looking For Help With Client Account Management?

That's What We Do Best

Steal Our Resources

Client Retention Guide

5 Proven Strategies to Build Deeper, Stickier, and More Profitable Client Relationships

The Ultimate Guide for Managing Client Expectations

The proven strategies to lead with clarity, set boundaries, and keep your clients happy (without losing your mind).

Project Timeline Playbook

The go-to guide for managing timelines, setting expectations, and keeping every project on track, without the scramble.

Client management Cost Calculator

If you’re handling client check-ins and updates yourself, you’re paying for it with your time. Use this quick calculator to see the real dollar amount.

Client Onboarding Playbook

Save HOURS with every client onboarding using our proven system.

Join 500+ agencies using our onboarding system to wow clients, save hours, and scale faster.

The Ultimate Recipe for Quick and Efficient Meetings

Run smarter, more structured client meetings, so you can save time, impress clients, and finally get out of day-to-day client management.

Need Support Managing Clients?
Get Matched With Your Own Client Account Manager

Watch Our Free Webinars

How To Break The 1M Barrier In Your Digital Agency

with Chris Rudolph

Learn how to bring AI into your agency without losing the human touch that keeps clients loyal. In this live session, you’ll discover how automation can make your team faster, smarter, and more proactive, while strengthening client relationships, not replacing them.

**Using AI to Enhance (Not Replace) the Client Experience**

with Tiffany Molloy

We have been using Taylor’s team for account management services inside of our agency, Eight Loop Social, and it is just so bloody easy to do. Like it’s just one less thing to worry about. Highly, highly recommend.

CAT HOWELLL
Founder & CEO

Eight Loop Social

Let's Talk About Your Agency

We handle the client experience so you can focus on growth, strategy, and what you do best.

Meet DOT & CO.

Sarah De Haas

tiffany mollOy

taylor mcmaster

Here’s What We’ll Figure Out Together

Why you’re still stuck in client management (even if you’ve tried to fix it before)
What it would take to fully step out—without things falling apart
How we handle the day-to-day without your clients even noticing the switch
Whether this makes sense for your agency—or if you’re better off doing something else

This last year has been the smoothest we’ve ever had in terms of growing and scaling our agency. And I put that down to the work that DOT and Co have done with our agency.