🎙️ The Happy Clients Podcast

Being His Own Account Manager Stalled His Agency

As Founder and President of Headway Marketing, Tanner Hobin was the strategist, the salesperson and the sole account manager, and it worked right up until it stalled his agency's growth. Handing that role off meant trusting someone else with client relationships he'd protected fiercely, and he still refuses to accept even the average churn rate.

In this episode, we sit down with him to talk about the shift from doing everything himself to building an agency that scales in a controlled way, keeps its clients, and adds only one to two new clients a quarter on purpose.

You will learn:

-Why being your own account manager can quietly stall an agency's growth

-What it took to hand over account management without losing clients

-How to scale in a controlled way instead of chasing five to ten new clients a month

-Why he sees AI as a way to drive efficiency for his team, not to replace anyone

-The networking lesson behind most of his clients: tell everyone what you want

◀ Previous Podcast Episode

Two Account Managers, Same Job, Wildly Different Results

Next Podcast Episode ▶

Sell Your Agency in 18 Months, Not Three Years

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

See how this could work for your agency

No complicated onboarding. No rebuilding your agency from scratch. We integrate into what you already have.

157,000+

Hours reclaimed by agency owners

10,600+

Projects managed

25%

Refer their agency friends

472

happy clients ...and counting

Client Account Management for your Agency

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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.

TOM BREEZE
Director

Viewability

Frequently Asked Questions

We talk to agency owners every day.

These are questions we usually hear.

What exactly do you do?

We provide a dedicated Client Account Manager who handles day-to-day client communication, project coordination, and account oversight, so you can focus on growing your agency instead of managing clients.

Who is this for?

This is designed for agency owners who are overwhelmed with client management, experiencing growth bottlenecks, or want to remove themselves from day-to-day operations without sacrificing client experience.

What problem does this solve?

We eliminate the operational bottleneck of client communication and account management, freeing up your time, improving client retention, and creating more scalable systems inside your agency.

How is this different from hiring in-house?

We handle hiring, training, management, and retention for you. Instead of spending months recruiting and onboarding, you get a fully trained Client Account Manager who’s ready to integrate into your agency.