DOT & Company
DOT & Company
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The Future of Agencies: New Models, Leadership, and Client Retention
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 // The Future of Agencies: New Models, Leadership, and Client Retention
Speak with an account manager from DOT & Company here: www.dotandcompany.co/hire-dot
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In this episode of The Happy Clients Podcast, Ashton Shanks joins us to share his journey through a transformative agency merger. Ashton offers a behind-the-scenes look at how transparency, trust, and open communication were crucial in making the merger successful, despite the challenges of navigating team dynamics and resistance to change. 💪🏻
Ashton reveals why the traditional hourly billing model is becoming obsolete. Instead, he advocates for a value-driven approach that leverages skill, data, and technology, allowing agencies to thrive with performance incentives and monthly retainers. 🤑
We also explore effective strategies for client retention, highlighting the importance of being a true partner rather than just a service provider. Ashton discusses the innovative team structure he uses-small, dedicated pods led by strategists-to enhance client relationships and project management. 📋
For agency owners grappling with scaling, Ashton’s insights offer a refreshing perspective on balancing marketing prowess with effective leadership. This episode is brimming with practical advice and honest reflections that you won’t want to miss! ✨
________________
FREE DOWNLOADS:
Download our FREE Email Templates here:
www.dotandcompany.co/email
Download our FREE Client Onboarding Checklist here: www.dotandcompany.co/checklist
________________
Have you been thinking of hiring a client account manager for your growing marketing agency? Hiring a team doesn’t have to be stressful or risky-but you should hire someone who’s capable and trained up! Let us be your guide! I’ll show you the right steps on how to get started:
Click here: www.dotandcompany.co/dotapply and fill out the form.
________________
If you liked this video, please give it a thumbs up , subscribe, share it with your friends.
MORE DOT & CO:
Website: www.dotandcompany.co/
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Instagram: dot_and_company
Facebook: dotandcompany
Pinterest: www.pinterest.ph/ClientAccountManagement/
ua-cam.com/video/_0fCo3vc9PM/v-deo.html
Переглядів: 40

Відео

Unhappy Clients: Tips & Tricks to Diffusing a Negative Situation with Tiffany
Переглядів 47День тому
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 // Unhappy Clients: Tips & Tricks to Diffusing a Negative Situation with Tiffany Speak with an account manager ...
Motherhood & Entrepreneurship: How Regina Balances Parenting & Agency Life
Переглядів 1414 днів тому
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 // Motherhood & Entrepreneurship: How Regina Balances Parenting & Agency Life Speak with an account manager fro...
Five Key Exits for Agency CEOs with Mandi Ellefson
Переглядів 3321 день тому
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 // Five Key Exits for Agency CEOs with Mandi Ellefson Speak with an account manager from DOT & Company here: ww...
Mastering SOWs: Joe’s Secrets to Streamlined Proposals
Переглядів 32Місяць тому
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 // Mastering SOWs: Joe’s Secrets to Streamlined Proposals Speak with an account manager from DOT & Company here...
Mastering Agency Sales with Jody Sutter: Secrets to Overcoming Bottlenecks
Переглядів 19Місяць тому
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 // Mastering Agency Sales with Jody Sutter: Secrets to Overcoming Bottlenecks Speak with an account manager fro...
Specialization vs. Full Service: Greg Hickman's Perspective on Modern Agencies
Переглядів 29Місяць тому
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 // Specialization vs. Full Service: Greg Hickman's Perspective on Modern Agencies Speak with an account manager...
From Developer to Agency Leader: Pete Everitt’s Journey to Success
Переглядів 27Місяць тому
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 // From Developer to Agency Leader: Pete Everitt’s Journey to Success Speak with an account manager from DOT & ...
From Startup to Exit (Agency Edition): Jonathan Baker's Advice
Переглядів 16Місяць тому
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 // From Startup to Exit (Agency Edition): Jonathan Baker's Advice Speak with an account manager from DOT & Comp...
If You Want To Keep Your Agency Small, That's Not A Bad Thing. A Chat With Jonathan Leafe
Переглядів 472 місяці тому
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 // If You Want To Keep Your Agency Small, That's Not A Bad Thing. A Chat With Jonathan Leafe, Agency Consultant...
Want *Actual* Happy Clients? Here's How The Account Management Role Should Look | with Craig Rodney
Переглядів 462 місяці тому
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 // Want *Actual* Happy Clients? Here's How The Account Management Role Should Look & Work Inside Your Agency | ...
Everflow: How Partner Programs Drive Client Success in Agency Life
Переглядів 182 місяці тому
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 // Everflow: How Partner Programs Drive Client Success in Agency Life Speak with an account manager from DOT & ...
What If You Removed *All* Roles Outside of The CEO Role? with Jason Swenk from Agency Mastery 360
Переглядів 372 місяці тому
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 // What If You Removed *All* Roles Outside of The CEO Role? with Jason Swenk from Agency Mastery 360 Speak with...
Bureau of Digital: Carl Smith on Creating a Safe Space for Agency Collaboration
Переглядів 163 місяці тому
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 // Bureau of Digital: Carl Smith on Creating a Safe Space for Agency Collaboration Speak with an account manage...
Aligning *Client x Agency* Expectations Is Easier With This Marketing Plan | Meet Corey Morris
Переглядів 333 місяці тому
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 // Aligning *Client x Agency* Expectations Is Easier With This Marketing Plan | Meet Corey Morris Speak with an...
How To Build A *Better* Agency For Yourself | With Steven Guberman
Переглядів 253 місяці тому
How To Build A *Better* Agency For Yourself | With Steven Guberman
Is It The Agency Owners' Role To Create Happy Clients?
Переглядів 303 місяці тому
Is It The Agency Owners' Role To Create Happy Clients?
How's Your Agency Positioned? This Is Crucial. Meet David Hoos
Переглядів 224 місяці тому
How's Your Agency Positioned? This Is Crucial. Meet David Hoos
What Will You Do After You Sell Your Agency? Meet Todd Taskey
Переглядів 184 місяці тому
What Will You Do After You Sell Your Agency? Meet Todd Taskey
This Agency Owner Hired An Account Manager And It Went VERY Wrong
Переглядів 564 місяці тому
This Agency Owner Hired An Account Manager And It Went VERY Wrong
Should You Utilize An Offshore Team For Fulfillment? Here's How To Do It Effectively with Manish
Переглядів 754 місяці тому
Should You Utilize An Offshore Team For Fulfillment? Here's How To Do It Effectively with Manish
Here's How I'm Planning A 30 Day Trip As An Agency Owner
Переглядів 594 місяці тому
Here's How I'm Planning A 30 Day Trip As An Agency Owner
I Took A Real Vacation!!! Here's What Happened
Переглядів 515 місяців тому
I Took A Real Vacation!!! Here's What Happened
Intentional Builders: Moving from Operations to Strategy for Scaling
Переглядів 465 місяців тому
Intentional Builders: Moving from Operations to Strategy for Scaling
Escaping the Sales Grind: Corey Quinn's Agency Liberation Strategies
Переглядів 476 місяців тому
Escaping the Sales Grind: Corey Quinn's Agency Liberation Strategies
Meet the Team! How Two Account Managers Found Their Home at DOT & Company
Переглядів 556 місяців тому
Meet the Team! How Two Account Managers Found Their Home at DOT & Company
Client Feedback 101: How to Use it to Improve Your Agency's Services
Переглядів 877 місяців тому
Client Feedback 101: How to Use it to Improve Your Agency's Services
Stress-Free Client Management: Tips for Maintaining a Healthy Work-Life Balance
Переглядів 717 місяців тому
Stress-Free Client Management: Tips for Maintaining a Healthy Work-Life Balance
From Chaos to Cohesion: How a CAM Can Help Streamline Your Agency's Operations-and why you NEED one
Переглядів 767 місяців тому
From Chaos to Cohesion: How a CAM Can Help Streamline Your Agency's Operations-and why you NEED one
Subcontractor Management: How to Effortlessly Manage Outsourced Work #Shorts
Переглядів 128 місяців тому
Subcontractor Management: How to Effortlessly Manage Outsourced Work #Shorts

КОМЕНТАРІ

  • @17meows
    @17meows Місяць тому

    Thank you for this!

  • @321Chew
    @321Chew 2 місяці тому

    very helpful! thanks!

  • @djdunnydee
    @djdunnydee 2 місяці тому

    Thank you for this information, it's very helpful.

  • @Meehaly
    @Meehaly 3 місяці тому

    wowwww. thank you soooo much!!!!!!!!!!!!!!!!!!!!!!

    • @dotandcompany
      @dotandcompany 3 місяці тому

      We're sooo glad you liked it! ❤️

  • @coreyquinninc
    @coreyquinninc 6 місяців тому

    Congrats on launching your community!

    • @dotandcompany
      @dotandcompany 5 місяців тому

      Thank you so much, Corey! 😀

  • @alimarketingcoach
    @alimarketingcoach 7 місяців тому

    For me its playing 🏀 n morning coffee. Awesome tips 🏆thanks

  • @M.MHOQSHUVO
    @M.MHOQSHUVO 7 місяців тому

    I wants to Start Digital marketing agency, How can you help me

  • @dolapatalabi-qd1ko
    @dolapatalabi-qd1ko 7 місяців тому

    very insightful especially going into an interview very soon. Thanks alot for putting this videos out.

  • @mightydawnweb
    @mightydawnweb 8 місяців тому

    Unfortunately, this didn't work as shown in the video where it looks so easy. The template downloads as an Excel file but only CSVs can be uploaded into Asana. So you'll have to convert it. When I converted to CSV, it only converts a single tab at a time so I'll need to go into each tab separately and try to upload those. However, I tried that on the first tab and it looks different than what's happening in the video. 😩 UPDATE: SOLVED! Open the Excel csv file and click on the tab at the bottom > click Save to save it with that tab selected > then go in and upload the file in Asana and it will open up only the data on that specific tab > click Go To Project to import the data. Afterwards, click on the next tab in the worksheet > click Save > then go back into Asana > create another new project > upload again. Keep going for all the tabs. After uploading the file for each tab, you'll end up with a different project for each tab in the worksheet. Also, the SEO Checklist looks like nothing imported but all the data is inside the tasks so click on one to open it and you'll see all the info. These look great!! Good luck! 🙂

  • @mightydawnweb
    @mightydawnweb 9 місяців тому

    Asana - absolutely!

  • @AvinashSreeram
    @AvinashSreeram 9 місяців тому

    theming of slack as a notification centre for reserved time slots for discussion is great, for media buyers or sellers to be ready for day to day pre bid level is ultimate, and we can even sub loop slack steps with pre dashboard from integra table presentation of data vs achieved is a more robust way to confirm of campaign and account restructuring too. 360 environment implementable

  • @JanaBrožová-n8z
    @JanaBrožová-n8z 10 місяців тому

    where can I find the onboarding template please?

    • @dotandcompany
      @dotandcompany 4 місяці тому

      Here you go > www.dotandcompany.co/checklist

  • @farahadass6654
    @farahadass6654 Рік тому

    CAMKM

  • @nolakupu1
    @nolakupu1 Рік тому

    I play this to study and work <3

  • @hammad4061
    @hammad4061 Рік тому

    💥 'promo sm'

  • @babatundeadebisi3012
    @babatundeadebisi3012 Рік тому

    CAM

  • @urban-pixel
    @urban-pixel Рік тому

    Oh god im still struggling with this!

  • @aswathyajay4103
    @aswathyajay4103 Рік тому

    Hi

  • @user-dv2tb8zk3q
    @user-dv2tb8zk3q Рік тому

    Hello [DOT & Company] It’s exciting that your company (website) is looking to do UA-cam marketing I understand that finding the right fit for your ads is a top priority. Getting the right UA-cam marketing deliverable is critical to your company’s growth and success. With 6 years of experience in the industry. I have worked with companies just like yours on many similar UA-cam marketing. For instance UA-cam marketing sample. This gives me just the experience and perspective you’re looking for. I have attached some samples for your review. I would be happy to discuss your UA-cam marketing need and how I can help you meet them. I look forward to talking to you. Best Regards Aliur Rahman Suhel

  • @tinydesignstudio
    @tinydesignstudio Рік тому

    Oh my gosh. I've been looking for this kind of high-level overview for years. I have struggled to come up with my own processes & am so grateful that you shared your tips as an expert in the field.

  • @midenightangels
    @midenightangels Рік тому

    Cam

  • @emmanuelgage3644
    @emmanuelgage3644 Рік тому

    Feature creep is a real thing! Great principles to go by on this episode!

  • @eklasuddin_pappu
    @eklasuddin_pappu Рік тому

    NICE MAM

  • @cheyennelamar8581
    @cheyennelamar8581 Рік тому

    Thank you for this!

  • @erinengland5909
    @erinengland5909 Рік тому

    Super helpful! Do you use any email integrations to queue sending emails?

    • @dotandcompany
      @dotandcompany Рік тому

      Hey Erin! I don’t personally, besides “schedule send” in google or using our email marketing software, FloDesk!

    • @erinengland5909
      @erinengland5909 Рік тому

      We’re actually using FloDesk! It does not integrate with asana, right?

    • @dotandcompany
      @dotandcompany Рік тому

      @@erinengland5909 not that I know of!

  • @eklasuddin_pappu
    @eklasuddin_pappu Рік тому

    NICE VIDEO SIR

  • @markbass354
    @markbass354 Рік тому

    HI

  • @m_preston
    @m_preston Рік тому

    This is a really helpful video for understanding better ways to use Asana. Great onboarding process! Thanks for creating this!

  • @aloysiussandham4098
    @aloysiussandham4098 Рік тому

    p͓̽r͓̽o͓̽m͓̽o͓̽s͓̽m͓̽

  • @calladdicts2015
    @calladdicts2015 Рік тому

    We are looking into asana and clickup. If you were starting over fresh which would you choose now?

    • @dotandcompany
      @dotandcompany Рік тому

      Great question! It really depends on your needs. We use Asana internally because we have used it for 4 years and have tons of data in there. Do a trial of both and see what feel you like! They'll have different features on both, so it depends on what youneed

  • @trustsolutions2549
    @trustsolutions2549 2 роки тому

    Download link?

    • @dotandcompany
      @dotandcompany 2 роки тому

      Here you go! www.clientaccountmanager.com/checklist

    • @mars8289
      @mars8289 Рік тому

      @@dotandcompany it doesnt work

    • @dotandcompany
      @dotandcompany Рік тому

      Try this one >> view.flodesk.com/pages/61f944806114df05454c4adf

  • @ahmadel-massry2340
    @ahmadel-massry2340 2 роки тому

    very helpful, and u have a fantastic smile 😍

  • @mirandacalatrello6571
    @mirandacalatrello6571 2 роки тому

    Loved getting the opportunity to connect with you all!

  • @sanketparab7509
    @sanketparab7509 2 роки тому

    I love these seshs. You both are the best Managers!

  • @beautyblossomsbu
    @beautyblossomsbu 2 роки тому

    Thanks you so much. With a dream job opportunity on Tuesday, this video gives me an understanding of the bandwidth and gives me the confidence I need to succeed. Thank you so much ladies

  • @kennethanderson2398
    @kennethanderson2398 2 роки тому

    I'm currently interviewing (on the 3rd interview step) for my first potential CAM position in AZ. This video is a HUGE help. Thank you for posting!

  • @michaelb.2113
    @michaelb.2113 2 роки тому

    CAM I have a question, if an agency is more a production studio whose client's maybe other agencies, wouldn't the studio need client facing account manager? And how technically versed would this account manager have to be?

    • @dotandcompany
      @dotandcompany 2 роки тому

      I'd say you'd still need an account manager, the relationship just may look slightly different (managing agency relationships vs. direct to client). You'd likely need someone who's versed in the production work you're doing so they can manage projects and answer questions on their own. I hope this helps, Michael!

    • @michaelb.2113
      @michaelb.2113 2 роки тому

      @@dotandcompany It does, thank you. And great content, glad I discovered your channel.

    • @farrukhahmad7803
      @farrukhahmad7803 Рік тому

      Anyone want Hire Asset , Accounts And Tax Manager And Transaction Purpose , I Do Work With Safe And Secure

  • @toriro.2652
    @toriro.2652 2 роки тому

    This is so on time for me right now as I bring on account managers. So appreciative of you all sharing your experience! 🙏🏾💛

  • @jonathonward5699
    @jonathonward5699 2 роки тому

    your template is great!!! all the links to loom videos ect are missing though :(

  • @hellogbaby
    @hellogbaby 2 роки тому

    Hi! I have 5 years of experience in account management. A total of 12 years experience of client services for e-commerce companies. I have little experience in Digital Marketing. Is having former experience in digital marketing essential to this role?

  • @sociallab1111
    @sociallab1111 2 роки тому

    Asana!

  • @amineunshakable1295
    @amineunshakable1295 2 роки тому

    Absolutely enlightening, there is no doubt. I personally don't use Asana, but I do mine on Plutio, and it has been a game changer since I fully stacked the last time they come on Appsumo along my nimbus note and I have been reorganizing all the task accordingly all the time. Glad, I stumbled upon this walkthrough to learn the process and improve the system i'm working on, after all the life is a learning process.

  • @court.farrell
    @court.farrell 2 роки тому

    Great episode - I got so much from it! Perfect timing for me and my agency as well ☺️

  • @gbidemi1
    @gbidemi1 2 роки тому

    Thank you for this post.

  • @urban-pixel
    @urban-pixel 2 роки тому

    Hahahah Taylor, I totally agree with you! I love talking about that kind of stuff! I really hope to connect and learn more from you! I love it when I find people who wanttttt to talk about it and not like feel forced to listen to me bla bla bla about Asana!

  • @portlandautocare
    @portlandautocare 2 роки тому

    Thank you for this 🙏🏼

  • @DavidMartinUX
    @DavidMartinUX 2 роки тому

    This was surprisingly helpful! Thanks for taking the time to make this video and sharing your knowledge 🙌🏻

  • @JodiKayEdwards
    @JodiKayEdwards 2 роки тому

    Thanks for having us on the show!

    • @dotandcompany
      @dotandcompany 2 роки тому

      Indeed my pleasure. Thank you, Jodi!