Effective Sales Meetings

Written by Eric Petersen, CIC

Raise your hand if you love sales meetings.

I bet not many readers of this article actually raised their hand and I don’t blame them for that. Most sales meetings are not an effective use of the sales person’s time. Sales people do not want to be stuck in a meeting, they want to be out seeing their customers and prospects and their frustration with meetings compounds when they don’t feel that they get any value out of the meeting itself. 

What is the objective of a Sales Meeting? 

It is simply to help your sales team sell more.That’s it. Don’t overcomplicate this during your meetings. 

So how do you make sure you are having effective sales meetings? Here are my six tips to getting the most out of your sales meetings:

1. Define purpose to all involved – The “Why” – Make sure everyone knows why you are holding sales meetings; to help them sell more! This sounds elementary, but this simple purpose must be stated fairly regularly to keep sales people engaged before, during and after the meeting. When they feel that they have your support, salespeople perform better and are more likely to help offer suggestions for improvement. 
2. Set an agenda and stick to it – Without an agenda, sales meetings meander around hoping to help someone in the meeting while undoubtedly wasting most people’s time. No one wants to sit in a meeting and not know what is going to be talked about next or worse yet, not know how long the meeting will last. An agenda that is sent out in advance of the meeting also allows the participants a chance to prepare beforehand to be more effective during the time spent together. For a few sample meeting agenda types, check out this article. 
3. Start AND end on time – This also is pretty basic, but when you ask a sales person to take time out of their day to spend in a meeting versus with their customers/prospects, you need to start the meeting on time and end on time. Respecting your sales people’s time should be a foundational part of any organization. Most tree companies are good at starting on time, but need to work at ending on time. To properly end a meeting on time, your agenda must keep you focused and have a built-in option to table certain items until the next meeting.
4. Celebrate wins – Everyone likes to feel victorious and sharing success stories with your sales team are a great way to do this. Not only does the individual salesperson get recognition for a job well done, the others may learn a thing or two on what went into closing that sale and be able to apply that the next time they have a similar situation. 
5. Ensure collaborative environment – It is easy for a sales meeting to turn into a competitive bragging session between your sales people, especially when you are celebrating individual wins. Ensure that you create a collaborative environment by focusing on team goals throughout the meeting and building in time for everyone to contribute something that they’ve learned/experienced. It’s amazing to hear the sales ideas you get from your team when you foster a team environment in your sales meetings.  
6. Keep meeting minutes – This last tip is probably the hardest for every sales manager, but it is so critical to keep your meetings as effective as possible. Before the meeting starts, someone should be assigned to take the meeting minutes. They do not have to be an entire log of everything that was said, but they should reflect; who was in attendance, summary of each agenda item, goal updates and most importantly who will do what by when. The last part is the crucial accountability part that is often missed with sales meetings. Remember, the purpose of the sales meeting is to help your salespeople sell more, so build this into your meeting structure so there is more accountability for everyone involved.

If you are struggling creating a sales meeting format that works for your team or need help developing a better sales process, reach out to an ArboRisk team member today to get started in our Thrive Sales & Marketing Package.

Sales Meeting Types and Agendas

Written by Eric Petersen, CIC

Ah, the dreaded sales meeting. Every tree care company that has a sales team holds these meetings, yet, not many companies know how to best utilize the time spent together. The largest improvement a tree care company can make to their sales meetings is to create and stick to a set agenda. 

But when creating an agenda, many sales managers realize there are a lot of topics they wish to cover and not enough time to do it. Because of this, I recommend getting your sales team on a regular schedule of three types of sales meetings to be held weekly, monthly and quarterly. 

At ArboRisk, we recently moved to this structure and it has helped our sales team keep their focus during these meetings and has allowed us to be more effective with the time we spend together. 

**Pro Tip** Select a set day of the week and at the same time to hold these meetings every week so everyone becomes comfortable in the cadence of the meetings. 

Weekly Prospecting Meeting – Just Sales Team – 30 mins

This meeting should be brief and focused on the tasks that are needed to be performed to achieve results. These meetings keep your team aligned and on track. 

Agenda

• Introduction (5 minutes)
  1. Icebreaker
  2. Outline goals for the meeting
• Team Brief (5 minutes)
  1. Go over new company updates or policies
  2. Review questions or concerns from the previous meeting
• Prospect Pipeline Updates (5 minutes)
  1. Discuss open Opportunities in the pipeline
  2. Identify challenges or bottlenecks
• Review Goals and Metrics (5 minutes)
  1. Evaluate progress
  2. Review key performance metrics
  3. Discuss trajectory
• Celebrate Wins & Share Ideas (5 minutes)
  1. Recognize individual and team achievements
  2. Highlight specific successes
  3. Exchange ideas
• The Wrap Up (5 minutes)
  1. Action items to be completed before next meeting
  2. Confirm next meeting time and agenda

Monthly Sales Meeting – Just Sales Team – 1 hour

This meeting is a little more strategic than the weekly meetings. While you still focus on tasks that need to be done, reviewing the past month and setting the course for the coming month are important here. 

Agenda

• Introduction (5 minutes)
1. Icebreaker
2. Outline the goals for the meeting
• Performance Review (5 minutes)
1. Analyze overall team sales performance for the month
2. Review key metrics for team and individuals
3. Discuss areas of success
4. Discuss areas of improvement
• Goal Progress (10 minutes)
1. Assess progress toward our quarterly sales goals
2. Discuss any challenges and bottlenecks identified during weekly meeting
• Strategy Evaluation (10 minutes)
1. Reflect on the effectiveness of sales strategies and tactics
2. Identify opportunities for refinement or new approaches
• Training and Development (25 minutes)
1. Sales Training Topic 
2. Brainstorm for next monthly sales training topic
• The Wrap Up (5 minutes)
1. Action items to be completed before next meeting
2. Confirm next meeting time and agenda

Quarterly Sales & Marketing Meeting – Sales & Marketing Teams – 1 hour 

Quarterly Sales Meetings need to focus on more strategy items and incorporate your marketing team. This is when Sales & Marketing come together to make adjustments and ensure the marketing messaging is being utilized by the sales team. 

Agenda

1. Introduction (5 minutes)
• Icebreaker
• Outline the goals for the meeting
2. Review the Last Quarter (15 minutes)
• Evaluate the team’s performance
• Identify successes, challenges, and areas for improvements
• Discuss lessons learned
3. Plan for the Next 90 Days (15 minutes)
• Set new goals and objectives
• Define specific action plans and targets
• Establish clear expectations
4. The Health of the Pipeline and Strategies (10 minutes)
• Assess the status of ongoing deals in the sales pipeline
• Identify any bottlenecks or opportunities
• Review the effectiveness of current plans and tactics
• Discuss new marketing approaches or initiatives
5. Review the Annual and Long-term Plan (10 minutes)
• Revisit the annual and 3-5 year goals
• Evaluate progress towards these goals
6. The Wrap Up (5 minutes)
• Action items to be completed before next meeting
• Confirm next meeting time and agenda

Lastly, it’s important to note that the Monthly and Quarterly meetings will take place instead of the Weekly meetings, so as not to overburden everyone with extra meetings. For example, let’s say you make Tuesday morning your meeting time, here is this basic cadence for the first quarter in 2024. 

Jan. 2nd, 2024 – Quarter 1 – Sales & Marketing Meeting

Jan. 9th – Weekly Prospecting Meeting

Jan. 16th – Weekly Prospecting Meeting

Jan. 23rd – Weekly Prospecting Meeting

Jan. 30th – Weekly Prospecting Meeting

Feb. 6th – Monthly Sales Meeting

Feb. 13th – Weekly Prospecting Meeting

Feb. 20th – Weekly Prospecting Meeting

Feb. 27th – Weekly Prospecting Meeting

Mar. 5th – Monthly Sales Meeting

Mar. 12th – Weekly Prospecting Meeting

Mar. 19th – Weekly Prospecting Meeting

Mar. 26th – Weekly Prospecting Meeting

April 2nd – Quarter 2 – Sales & Marketing Meeting, and so on…

If you are struggling creating a sales meeting format that works for your team or need help developing a better sales process, reach out to an ArboRisk team member today to get started in our Thrive Sales & Marketing Package.

We are all in sales

Written by Eric Petersen, CIC

Everyone in your organization is in sales. There I said it. Don’t agree with me? Keep reading and let’s see if I can change your mind.

To start, I want you to reflect on a recent experience that you’ve personally had where you purchased a product or service from someone; not a nameless, faceless online purchase, but from interacting with a real person. Think about how many people you interacted with during that process. Was there just one person involved? Probably not. 

After an initial consultation/call with a typical “sales” person, you probably were handed off to a “customer support” team member who helped finish your product order or schedule the service. There may even have been a different person(s) who delivered the product/service. 

No matter how many people were involved, they all contributed to your customer experience with that company. They all had a chance to help or hurt your experience which will determine whether or not you will buy from them again or refer them to your friends. 

We recently hired a contractor to install an egress window in our basement. After getting quotes from multiple places and learning about how they would install the window, we made our decision and picked a contractor that was in the middle of the price point, but seemed to have a good process in place. They made getting the initial estimate easy and told us exactly what to expect with scheduling and when the crew came out to do the work. In all, we spoke to four different people during the entire process; the initial owner (salesperson), the customer service representative who scheduled our work and let us know exactly when the crew was going to be coming, the job foreman and a crew member (who I happened to talk to when they first arrived before the foreman got out of his truck). 

It was clear that everyone within that company understood they were all responsible for selling a great experience to us, even the crew member. It was such a wonderful interaction that we are already thinking about hiring them again for a second window in our basement, something we hadn’t originally planned on doing. 

And that’s the beauty of this organizational mindset! We are most likely going to buy from them again, because of the experience we had. They all did their part in ‘selling’ us why they are the best option for egress windows. 

Now think about my story and relate it to your tree care company. How many of your team members communicate with the customer? How many opportunities does your team have to impress or turn off customers and/or potential customers? 

From the initial sales conversation to the completed work, everyone within your company has a part in making that experience a wonderful one. That even includes the person in the office who is only crunching numbers as well as your shop mechanic who doesn’t have any interactions except with your machines. These team members provide the customer facing employees with valuable services or expertise that allow them to shine even brighter when working with the customers.

Afterall, isn’t that the point of a sale? You want to get a customer to select your company so you can provide them with the unmatched customer experience that you believe only your company provides, right? 

So how do you begin to create this mindset so everyone sees themselves as a vital role in the sales process? 

The first step is that everyone must understand how your company helps your customers. That doesn’t mean your in-office bean counter needs to know how to properly rig a branch over a fence during a removal, but it does mean they need to know that your company has the skills, equipment and expertise to perform that job safely and efficiently for your customer. They need to know the basics of what ancillary services you provide that help the customer’s trees and properties even further. When each team member truly understands how your company can help your customers, they all have the opportunity to add value throughout the customer journey, which leads us to the second step, cross-selling.

Cross-selling additional services usually are reserved for the prototypical sales people because most people do not want to pressure people into buying more from them. However, if you have nurtured a sales culture within your company, everyone who interacts with a customer may be able to suggest additional services to the customer or at a minimum be able to identify a cross-selling opportunity. To properly instill this throughout your company, you need to consciously discuss the work that you do for your customers with everyone. There needs to be consistent success story messages that are delivered organization-wide so people learn and remember how your team has helped your customers. With repeated internal communication regarding how you’ve helped customers, your team will naturally start to think about it and see opportunities to gain more revenue from your existing customers. 

Lastly and perhaps most importantly, you need to debunk the negative connotation that often comes with sales. Clearly everyone in your company knows that you don’t have a business if there are no customers and for that to happen, someone has to sell your service. But you need to cultivate a team sales culture so that everyone understands that no matter what their role is, they play a part in it. If you need to build in incentives for your employees who don’t have sales in their job title start to understand the concept, do so. Have an after work cookout/happy hour if the office team can cross-sell ‘x’ number of jobs or if the in-field crew upsells plant health care services to 10% of the jobs that they are on. Whatever the incentive is, give those employees a chance to see how they can benefit personally from additional sales to the company. 

So, do you now agree with me that everyone in your company is in sales? If you’re struggling with your sales team or want to learn how to improve the sales process within your company, reach out to an ArboRisk team member or register for our Thrive Sales & Marketing Package today.