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Agency Performance Partners

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How to Run an Effective Agency Meeting

Posted on September 5, 2016 by Kelly Donahue Piro

We find so many agencies don’t run nearly enough meetings because it can quickly become out of control. Either the agency owner spends hours putting together a grand agenda that no one seems engaged in or we all think we have nothing to say. Both strategies are equally wrong. What you need is a meeting agenda that is efficient and effective.

We recommend meeting agendas that instantly make the team engaged, follow a simple outline that you use over and over (so you aren’t spending hours prepping) and help enhance communication. Too many agency meetings get negative far too quickly. So if you have abandoned meetings, now is a great time to re-engage. Here is our Agency Performance Partners/Agency Appeal Weekly Meeting Agenda

10:30-10:35

Share 1 success

Wins

Lessons

10:35-10:45

Numbers

Calls Made (Jarrod)

Deals Added (Jarrod)

What Was Sold (Kelly)

What Wasn’t (Kelly)

Why

10:45-11:00

Review of stumbling blocks

11:00-11:10

Goals Update

Jarrod Goals

Daniela Goals

11:10-11:20

Process to Review
New Client Welcome Process

Social Media Likes Process

11:20 – 11:25

One Word Close