Client Success Matters is a podcast dedicated to helping agencies ensure the retention and growth of their clients and business. Pulling on over 20 years of experience, plus interviews with relevant subject matter experts, I will provide strategic insights into how you can transform your working relationship with your clients and turn them from satisfied clients, to loyal clients. LinkedIn - https://www.linkedin.com/in/jorogers-marketing-consultant/ Instagram - Customer.Success.Matters
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The Partner Series: Developing Strategic Partnerships for Client Success” is PKF Mueller’s newest podcast series dedicated to conversations with and about our strategic partnerships across the globe, helping to achieve our mission of enhancing the lifetime success of our clients. Visit www.pkfmueller.com for more information.
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In this conversation, Jo Rogers speaks with Lucy Knox, founder of Alpha Alae, about the critical role of financial acumen in client services within agencies. They discuss the importance of training client services teams to understand financial processes, the impact of revenue recognition on agency profitability, and best practices for collaboration…
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Episode 15: Dealing with the Inevitable Burn Out
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In this conversation, Jo Rogers speaks with Bella Hegarty, Director of Client Experience & Operations and Kev Milnes, Founder of Liberandum about the importance of mental health and stress management for agency founders. They discuss the challenges faced by agency leaders, the impact of burnout, and the benefits of taking time off to reconnect with…
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Episode 14: Mastering the Creative Brief
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Today's episode is packed full of insights from Andrew O'Sullivan, Creative Director at Transmission on how to build a seamless briefing process. From how to start the process of changing the briefs, what to include, to alignment across departments, ensuring the CS team understand how and why to fill out the brief properly and finally rolling it ou…
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Episode 13: The Clients Perspective - Expanding from the UK to the US market
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On today's episode of Client Success Matters podcast I have with me Carla Leighton, Senior Marketing Manager, Fujitsu who moved over to Texas, USA at the beginning of this year. Carla shares her insights on transitioning from the UK to the US market, highlighting key differences and strategies in global marketing and delves into the cultural and bu…
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Episode 12: Education is massive for Footprint
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On today's episode I was joined by Rosie Barker, Head of Client Services at Footprint Digital They are doing some amazing things at Footprint, ao I was really keen to get Rosie on to share what brilliant initiatives they have in place to ensure that their team are provide strategic guidance to their clients to ensure long lasting relationship. We c…
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Episode 11: The Clients Perspective - James Kissell, Fujitsu
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I Believe in the Power of the Brief James Kissell, Global Head of Agile Marketing at Fujitsu joins me on today's episode. He has recently just judged Campaign Magazine’s Agency of the Year Awards 2020-2023 for Asia Pacific and has a wealth of experience with agencies. Today we discuss: What are the key qualities that make an agency stand out above …
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Episode 10: The Clients Perspective - Max Gordon, Tanium
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Simple answer… answer the brief! Max Gordon, Senior International Marketing Manager from Tanium uncovers his biggest learnings from moving agency side to client side. We discuss: Biggest take away from working with agencies What are you looking for in an agency How to get your response to brief hitting the mark Untapped opportunities Agency War sto…
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Episode 9: The Clients Perspective - Joanne Chidwick
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I Don’t Want An Agency To Be Too Big To Care Joanne Chidwick, Snr Marketing Director shares her insights into what contributes to a long lasting agency relationship. We explore: How Joanne chooses an agency What she looks for in an agency Implications of expectations not being met How to create a collaborative environment with your agency Agency Wa…
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Episode 8: Are you using referrals effectively to grow your agency?
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45% of agencies cite referrals as the most effective way of picking up new clients, BUT a huge 66% of agencies haven’t implement a systematic strategy to increase the number of referrals. Today I speak with David Plunkett of Collaboration Junkie to discuss: How to make it not feel icky The importance of building a culture of referrals Where can ref…
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Episode 7: The Clients Perspective - Jess White
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Jess White, a fractional Marketing Director who is an experienced, senior marketing & events specialist joined me on the podcast today to discuss her view on agencies/ client relationships. Having worked with both clients and agencies, she has a unique insight into what works best and what are the pitfalls that many agencies are falling into. We di…
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Episode 6: Do you know what your client think about you?
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I have the wonderful Remeny Armitage from Brilliant and Human on the show today. Remeny has a passion for supporting businesses in understand what their clients and teams really think about them, with the goal of turning their clients into advocates. We discuss: Why agencies shy away from asking their clients what they think about them? Benefit of …
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Episode 5: It's time to make space at the table!
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I had the wonderful Ellie Hale, Director of People and Partnership at Ecce on this episode of the podcast and this episode gives all the feels. What an incredible women Ellie is and I feel very privileged to have had her on the show. In the wake of International Women's Day this conversation couldn't have been more timely. We discuss: The Importanc…
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Episode 4: 6 Key Communication Skills You Need
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Communication is key in any relationship, especially when you want to build trust with a client and when handling difficult situations. Today I cover off 6 key skills that will help you with clients and in everyday interactions: Active Listening Paraphrasing Asking open-ended questions Mirroring Validating and Empathy…
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Episode 3: How to Build Long Lasting Relationships with Clients
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Today Natasha Gay, a Senior Account Director joins me to discuss how to build sustainable, long lasting relationship with your clients and the benefits that come from it. Not only does having a good relationship with your client increase your chances of retaining them and growing them, it also enables you to be able to have hard conversations about…
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Episode 2: How to Effectively Onboard Clients
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In today's episode I will be discussing why the process of onboarding your clients is so important and the steps you should take to onboard your clients effectively. Follow me on LinkedIn for more insights on Customer Success.بقلم Jo Rogers
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Episode 1: Why Is Client Servicing Important?
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In today's episode I will be discussing: What is Client Servicing How it’s relevant to growing your business How that function looks particularly in an agency What to look for when hiring someone for that roleبقلم Jo Rogers
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Maximizing the Value of Your Energy Contracts with Transparent Energy
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PKF Mueller recently announced their strategic partnership with Transparent Energy to offer clients electricity, natural gas, and green power procurement value-added services. Join guest speaker, Eric Wyman, Business Development Manager (Transparent Energy) to talk about these services, as well as where the current energy market stands. For more in…
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The Future of Knowledge Work with Kavi Global
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Join PKF Mueller CEO David J. Nissen, CPA/ABV, CVA and guest speaker, Naomi Kaduwela, Head of Kavi Labs (Kavi Global) as they discuss the recent partnership announcement between PKF Mueller and Kavi Global, and what the future of knowledge work looks like. In this podcast episode, you will be introduced to Digital Knowledge Workers (DKWs) and how y…
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PKF Mueller is launching a new podcast series dedicated to conversations with and about our strategic partnerships that help us achieve our mission of enhancing the lifetime success of our clients through innovative financial, accounting, and business advisory services. For more information, visit https://www.pkfmueller.com/insights/podcast. Thank …
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