Finding a great client account manager is one of the hardest hiring challenges a growing agency faces. In this episode, we sit down to pull back the curtain on DOT & Company's account manager hiring process, a multi-round, assessment-heavy system that receives over 1,000 applications a month and only brings on one to three people. If you have ever wondered why great account managers are so hard to find, this episode will show you exactly what the bar actually looks like.
Whether you are an agency owner trying to hire for this role yourself or considering partnering with DOT, this episode gives you the framework, the questions, and the mindset behind what separates a good account manager from a great one.
What you will learn in this episode:
-Why resume experience alone will never tell you if someone can survive in a client-facing account management role
-The personality traits DOT screens for that matter more than 20 years of agency experience
-How DOT's four-round interview process, CAM School, and Loom video assessments filter for emotional intelligence and communication confidence
-Why agency owners who have been hiring this role themselves are almost always doing it the hard way
-The single mindset shift that separates account managers who thrive from those who burn out fast
🎙️ The Happy Clients Podcast is brought to you by DOT & Company, fractional Client Account Managers for digital marketing agencies.
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
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
Book A Free Strategy Session
We keep your clients happy while you stay in your zone of genius.
Please make sure you are using your business email, not a personal email (gmail, yahoo, outlook, etc.)
Our services are only for agency owners.

Sarah De Haas

tiffany mollOy

taylor mcmaster
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
I was completely swamped trying to balance delivery, sales, and client relationships. DOT gave me confidence and support.

BRYAN STARCK
Owner & CEO
100 Celcius
We talk to agency owners every day.
These are questions we usually hear.
We provide a dedicated Client Account Managers who handles day-to-day client communication, project coordination, and account oversight, so you can focus on growing your agency instead of managing clients.
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.
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.
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.
See how we can help your agency
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