Setting Quarterly Goals for Your Agency with Jill

SCALING YOUR MARKETING AGENCY // AGENCY LIFE // DIGITAL MARKETING AGENCY TIPS // CLIENT MANAGEMENT // ACCOUNT MANAGEMENT // CLIENT ONBOARDING // BUSINESS // ACCOUNT MANAGER // CLIENT // AGENCY // WORK LIFE BALANCE// REMOTE// AGENCY OWNER // CLIENT ACCOUNT MANAGER // PROJECT MANAGEMENT // Setting Quarterly Goals for Your Agency with Jill

Speak with an account manager from DOT & Company here: https://www.dotandcompany.co/hire-dot
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How to Set Quarterly Goals for Your Agency: A Step-by-Step Guide 🏆

Goal-setting isn’t just about dreaming big – it’s about getting everyone on your team rowing in the same direction. In this episode, we sat down with Jill from DOT Scalable to talk about how agency owners and account managers can work together to map out effective quarterly goals.

Jill dives into why collaboration matters (hint: your team wants to help), how to set your North Star metrics, and why even the smallest goals can keep your team fired up. She shares her favorite strategies, like quarterly sprint planning and reviewing what worked (or didn’t!) from the last quarter. 💪🏻

For account managers, it’s all about stepping up as the glue that keeps everything moving smoothly. Jill gives tips on aligning with agency owners, spotting client trends, and making sure the team’s goals are realistic – without feeling overwhelming. ✨

If you’re ready to crush your next quarter, grab Jill’s templates, lean into those North Star metrics, and watch your agency thrive.

Grab these templates 👇🏻
Quarterly Review Template - https://docs.google.com/document/d/1P...
MOCK used for Community - Quarterly Sprint Planning Canvas - https://docs.google.com/spreadsheets/...

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Click here: https://www.dotandcompany.co/dotapply and fill out the form.
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