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🎙️ The Happy Clients Podcast

You Don’t Hire Relief. You Hire an Ownership Transfer

An account manager handoff that "didn't work out" almost never comes down to the account manager's skill or knowledge. This episode digs into what's actually happening in those situations, and the answer usually traces back to something the agency owner never fully let go of.

DOT & Company's Jillian Ivanov walks through what a real ownership transfer looks like week to week: what context needs to be handed off beyond just the basics, how a shadow period should actually run, and the one number in your inbox that proves delegation has truly happened rather than just been assigned on paper.

You will learn:

-Why "it didn't work out" with an account manager almost never comes down to their skill or knowledge

-The real backstory and context an agency owner needs to hand off, beyond just facts like services and tenure

-How a shadow period should be structured week to week, and when it's time to step off client calls entirely

-The exact script for redirecting a client's message back to their account manager without disappearing

-The one inbox metric that proves ownership has actually transferred, not just been assigned

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He Cut His Hours And Hit 65% Margins

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

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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.

Meet DOT & CO.

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

Everything they said they would do: they did. The communication was flawless.

DOT & CO Testimonial - Kevin

ROBERT DODD
CEO

XL TECHNOLOGIES

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 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.

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.

See how we can help your agency