TRUSTED BY
Sound like you?
→ You worry you’re lacking the foundation, knowledge and skills of proper Account Management
→ You feel there are inefficiencies in your agency’s account management processes, and you’re wasting time on mundane tasks
→ You’d love to see improvements in client satisfaction & retention, but you don’t know what you’re doing wrong
→ You’re alone in your role of Account Manager and wish you had peers to network with
→ You’re not sure how to keep your team accountable, without feeling like a micromanager
Testimonials
"The ability for the Account Manager to jump in and do the job on Day 1 was incredible and it blew me away."
— Cole, Director of Client Success
"Working with DOT & Company has been a huge weight off myself and my partner's shoulders, in the fact we now feel really confident in that area of our business with account management and project management."
—Dave, Agency Owner
"Working with DOT & Co. has been such a pleasure. It has taken so much off my plate as an agency owner."
— Atdhe, Agency Owner
What if we said there could be another way?
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Introducing
CAM Community
CAM Community
Enroll yourself in CAM Community for access to the exact client management tools, systems and account management training we use to train our own world-renowned Client Account Managers.
Plus, get the support and networking you need in your role so you’re never alone.
Your Membership Includes
Over $8,000 In Value!
1:1 Strategy Call
Book a meeting with a dedicated Account Manager from inside CAM Community.
$500 value
Downloadable Playbooks & Checklists
Download & install our extensive library of 50+ SOPs, scripts and templates, combatting any inefficiencies in your account management processes.
$3,000 value
Group Training & Cohorts
No need to invest countless hours in training; our cohort system keeps everyone on the same learning track.
$2,000 value
7-Module CAM School
CAM School is the shortcut for training professional client-facing Account Managers within agencies. This is the program we use to train every member of our team.
$1,000 value
Real-time Support
Get answers to your questions — without long waits. Slack channels dedicated to support Account Management specific questions. Stuck? You have someone to ask straight away.
$500 value
Weekly Live Expert Training & Networking
Keep up with industry trends by joining weekly calls led by Account Management Experts. Plus, meet and collaborate with fellow Account Managers; you're never on your own.
$1,000 value
What will you learn?
Meet CAM School
Module 1
Introduction to CAM School
Before we dive in, let’s set the stage: this module is all about introducing you to the gold standards we uphold at DOT & Co. Get ready to maximize this course, hit the ground running, and start showing up like the pro you’re meant to be.
Module 2
Owning Your Role as a Client Account Manager
What exactly does a Client Account Manager do? (Spoiler alert: a lot). This module lays the foundation for thriving in this role—breaking down your core responsibilities, showing you how to juggle multiple clients like a champ, and giving you the confidence to lead like you were born for this.
Module 3
Mastering Client Communication & Meetings
A well-run client meeting = a happy, trusting client. In this module, you’ll learn the art of communication, from writing pitch-perfect emails to hosting meetings that actually move the needle. Plus, we’re spilling our secrets on how to navigate tricky conversations with confidence and ease.
Module 4
The Art of Client Onboarding
Your client’s first experience with you? Make it chef’s kiss perfect. We’re walking you through the onboarding process step by step—from setting crystal-clear expectations to hosting a seamless kickoff call. This is where you build the kind of client relationships that last.
Module 7
Reporting Like a Pro
Marketing reports don’t have to be a snooze-fest. Learn how to craft reports that clients actually understand, confidently present data, and handle those “Why aren’t my ads converting?!” conversations with poise.
Module 5
The Secret Sauce to Client Retention
Keeping clients happy isn’t just about delivering results—it’s about building relationships. Learn how to wow your clients, proactively solve problems before they arise, and sprinkle in thoughtful touches that keep them renewing (and referring) again and again.
Module 8
Project Management for Client Account Managers
Project timelines, delegation, internal communication—oh my! This module is your go-to guide for keeping all the moving parts of a client account running smoothly. From building project templates to handling timeline changes like a pro, you’ll walk away feeling like the organized, strategic leader you were meant to be.
Module 6
Systems That Keep You Sane (AKA SOPs)
The secret to working smarter, not harder? Systems. This module is all about SOPs (standard operating procedures)—how to create them, update them, and use them to streamline your workflow like a true efficiency queen.
When you log in, you’ll have instant access to our Library of Account Management SOPs:
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CAM Transition Guide – A roadmap for transitioning into the CAM role.
CAM Day in the Life – A behind-the-scenes look at what a typical day looks like.
CAM Sample Task List – A checklist of tasks a CAM handles daily.
DOT Discovers | Time Management – Time management strategies for busy CAMs.
CAM Vacation Planner – A guide to planning and managing time off.
Scaling CAMs in an Agency – Insights on growing CAM roles within an agency.
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Efficiency Goals: How Automation Can Level Up Your CAM SOP – How automation can streamline processes.
Multiple SOP Templates – Including Facebook Agency SOP, Research & Strategy-Build SOP, Media Buyer SOP, Slack SOPs, E-commerce, Funnel Building, Launch SOP, Lead Gen SOP, Budget Tracker SOP, Social Media Audit SOP, and Meta Ads Strategy SOP.
CAM Accountability Scorecard / Client Success Tracker – A tool to track performance and success.
Using ChatGPT to Make CAM Life a Breeze – AI-powered efficiency tips for CAMs.
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Client Communication Guide – Best practices for strong client interactions.
How to Speak Strategy with Clients as a CAM – Learn to communicate strategy effectively.
Client Retention Guide – Strategies for keeping clients happy long-term.
Client Email Guide – Pre-written email templates for different client situations.
Managing Client Expectations – How to set and meet client expectations.
The Ultimate Recipe for Quick and Efficient Meetings – Tips for running productive client meetings.
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Funnel Designer Builder – A guide to mapping out funnels.
Strategy Outline Templates – Templates for different marketing strategies.
Metrics & KPI Guides – Specific guides for lead generation, eCommerce, and coaching funnels.
How to Tell When Ad Creative is Dead – Identifying when it's time to refresh creative.
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SEO Basics Training Session – A foundational training on SEO.
SEO Glossary – A breakdown of common SEO terms.
SEO Projects on Monday.com – How to manage SEO tasks using Monday.com.
SEO Accounts Access Guide – Instructions for setting up SEO tools.
SEO Reporting Guide – A framework for clear and effective SEO reporting
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Digital Marketing Terms Glossary – A must-have guide to industry terms.
iOS Update Changes & Troubleshooting Guide – Everything you need to know about Apple’s impact on ads.
Advertising Guides – Covering LinkedIn, Pinterest, YouTube, Google, and Amazon Ads.
Growth & Analytics Resources – Including guides for GA4, IP exclusion, email marketing, and landing page creation.
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Onboarding Checklist – A step-by-step guide to onboarding clients.
Client Welcome Guide Template – A customizable template for welcoming clients.
Onboarding Package Briefing Doc – A document to streamline client onboarding.
Branding & Messaging Template – A framework for brand identity and messaging.
Access Guide – How to get access to client accounts and tools.
Kick Off Call Checklist & Deck Template – Resources for setting the right tone in initial meetings.
Ad Approval & Grid Templates – Tools to streamline ad approvals.
QA Checklist – Ensuring quality assurance in client projects.
Google & TikTok Ads Onboarding – Specialized onboarding guides.
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Email Templates – Pre-written emails for different client scenarios.
Meeting Script Template – A framework for structuring meetings.
Happiness Survey Template – A tool to gauge client satisfaction.
Offboarding Checklist – Steps to smoothly wrap up a client relationship.
CAM SOP Template – A customizable CAM standard operating procedure template.
Project Timeline Playbook & Template – Tools for planning and managing project timelines.
Agency Educational Email Sequence – A lead generation email sequence.
Weekly CAM Update Template – A structure for keeping agency owners informed.
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Reporting Guide & Checklist – A framework for clear, effective reporting.
Performance Recap Templates – Lead generation and eCommerce reporting examples.
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Dev Tools & Account Manager Performance Review – Resources for improving performance.
Hiring Package Links – Guides to recruiting and onboarding new hires.
Guest Podcast Speaker List & Coffee Chat Guide – Networking and personal branding resources.
Quick Guide for Offboarding – A streamlined offboarding process.
Project Manager Integration Guides – Resources on working with PMs in an agency.
Guide to Effective Conflict Resolution – Best practices for handling conflict professionally.
What is CAM Community?
Everything you need to be a successful Client Account Manager
Ensure you’re up-to-speed on your Account Management knowledge with our 7-module training program
Download our library of Account Management playbooks, templates, and checklists making you more efficient with less time wasted
Access our best practices on Client Retention— so your clients are happy and so is your agency owner
Network and get support from other Account Managers who are living and breathing the same role as you — you’ll never feel alone
Learn our project management skills— keep agencies running smoothly, and most importantly, make you look good in your role
Testimonials
Testimonials
“Having great training for our WHOLE team actually increased the overall knowledge for and skill set for everyone in multiple roles. We are very appreciative.”
— Lydia, Agency Owner
“I levelled up my skills, and became the Team Lead for the Account Management division of the agency.”
— Sophie, Account Manager
“We saw tremendous growth in confidence in our Account Manager, and we are so exceptionally proud.”
— Matt, Agency Owner
How it Works
Step 1
Enroll in CAM Community
Step 2
Get access to everything— our course, templates, recordings and more
Step 3
Schedule your 1:1 strategy call with one of our team members
STEP 4
Join weekly calls and discussions to make the most of the CAM Community!
Meet DOT & Co.
Our expertise is your shortcut to success as an Account Manager.
We’re DOT & Co.—the recognized authority in Account Management for Agencies. We've streamlined the complex world of client relationships into a science—and by joining the CAM Community, you’ll have direct access to our extensive knowledge base, our dedicated team, and the confidence that comes from having a seasoned guide by your side. Welcome to a community where success in account management isn’t just a goal, it's a guarantee!
FEATURED ON
Got some questions?
Well, we have answers.
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You can! If you have a team of Account Managers, this is your chance to give them a space for learning & development, where we’ll only invite them. If you’re in the Account Management seat, you’re welcome to join! If you’re actively building out your Account Management processes and systems, this is a great place to start.
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It all starts with your 1:1 strategy call with our expert Account Management team. Once you have your plan in place, you’ll join a cohort to go through our training program together. You’ll join weekly training sessions, participate in Slack convos on different topics and network with other Account Managers inside our Slack community. In short, unlimited guidance and support, that’s why it’s a community.
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This is your shortcut. We’ve spent thousands of hours, worked inside hundreds of agencies, and spent hundreds of thousands of dollars on building out the Account Management training we have today.
Your team will have instant access to this, skipping the line to improving their skills and getting the support they need to thrive.
We’ve learned that in our role of Account Manager, we need on-going support and a network to keep us all going, which is why we designed a Community!
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From beginner to advanced, CAM Community has something for everyone. This is the best place to hang out with Account Managers in all types of agencies and businesses.
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Even without an Account Manager, you'll still see a significant impact on your client communication, processes, and client retention. Our trainings cover a wide range of topics, from building strong client relationships to managing subcontractors to simplifying invoicing and payments.
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Unlimited Access To Our 7-Module Training Program, CAM School:
The DOT & Co. Best Practices for Account Management
Account Management 101: The Value of An Account Manager
What You Need To Know: Account Management & Digital Marketing Strategy
The Best Platform Practices— Tools, Software and More
Client Onboarding, Checklists, Proven Methods
Client Communication & Meetings— retention 101
SOPs, Playbooks, Templates, and more
Our growing library of playbooks, checklists, SOPs:
From SOPs to client retention playbooks, we’ve seen it all and have created done-for-you resources
Live Training Calls
We have guests and Account Management experts discussing a wide range of topics. Plus, 50+ recordings of past calls.
Examples:
Juggling Multiple Clients? Here's How to Do It Like a Pro
Subcontractors, Schmubcontractors: How to Effortlessly Manage Outsourced Work
Invoicing and Payments 101: Simplifying the Financial Side of Client Management
Delegation Done Right: Mastering the Art of Task Management
Efficiency at its Finest: Tips for Managing Your Time Like a Pro
Client Feedback 101: How to Use it to Improve Your Agency's Services
Investment
Monthly Membership
$197
or $297 per team
Annual Membership
$997
or $1,497 per team
The DOT & Co. Guarantee
Your success is our priority at DOT & Co. If, after 30 days, you find the value we deliver in the CAM Community doesn’t measure up, we’ll issue you a full refund. Your eligibility for a refund is assured when you’ve engaged in a 1-on-1 strategy session and actively participated in the group training. Our commitment is to provide insights and collaborative learning experiences that significantly enhance your account management practices.
In 30 Days, You Have…
NO. 1
Booked & Attended Your Strategy Call
You set your goals, joined your group training and understand the lay of the land inside CAM Community.
NO. 2
Completed Month One Of Training
Our cohort system keeps everyone on the same learning track, and by now, you’re well on your way!
NO. 3
Enhanced Efficiencies In Your Role
You’ve downloaded & installed our extensive library of 50+ SOPs, scripts and templates, combatting any inefficiencies in your account management processes.
Get Ready To
Transform Your Agency's Client Experience
Transform Your Agency's Client Experience
We can’t wait to welcome you into our community! You will learn everything you need to succeed at Client Account Management and transform your agency’s client experience.