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🎙️ The Happy Clients Podcast

The Hidden Revenue Sitting Inside Your Existing Clients - with Cory Jackson

Most agencies are sitting on hidden revenue, and never tap into it.

In this episode, Cory Jackson breaks down why account managers avoid upselling, how that mindset limits client results, and what to do instead.

Because the truth is simple:
If you’re not bringing new opportunities to your clients, you’re not fully serving them.

We dive into:

- Why not upselling is actually a disservice

-The mindset shift from “account manager” to “growth partner”

-How to introduce new services without feeling pushy

-The “money now vs. money later” framework

-How to reduce sales resistance and build trust

If you want to grow your agency without chasing new leads, this episode shows you how to unlock revenue from the clients you already have.

◀ Previous Podcast Episode

The New Account Manager: AI Powered, Not Replaced - with Khushbu Doshi

Next Podcast Episode ▶

What Is an Account Manager... And Why Agencies Hire The Wrong Person

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

DOT & CO Testimonial - Kevin

BRYAN STARCK
Owner & CEO

100 Celcius

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

Book A Free Strategy Session

We keep your clients happy while you stay in your zone of genius.

Our services are only for agency owners.

Please make sure you are using your business email, not a personal email (gmail, yahoo, outlook, etc.)

Meet The Team - Your Agency Pros

Sarah de Haas - DOT & Co Agency Lead

Sarah De Haas

Tiffany Molloy - DOT & Co COO

tiffany mollOy

Sarah de Haas - DOT & Co Founder

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

Working with DOT has been life changing. Before, I thought I needed multiple hires, this simplified everything.

DOT & CO Testimonial - Kevin

WILL WANG
CEO

Growth Labz

See how we can help your agency

Frequently Asked Questions

We talk to agency owners every day.

These are questions we usually hear.

What exactly do you do?

We provide dedicated Client Account Managers who handle 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.