Sales Idea - Tuesday morning meeting

The Tuesday Morning Meeting (segmented to target potential MDRT qualifiers)
Often, we’re so busy taking care of our business that we fail to see the opportunities around us.
One of the most successful tools we have implemented in our office is the Tuesday morning meeting. At 0800 am, the full time producers and staff meet for 20-30 minutes

We use a standard agenda:

1. Schedule – will anyone be out of office during the coming week?
2. Office management issues – any concerns that affects the office or changes in procedures that all need to know about ?
3. Business Opportunity – what cases are you working on that have potential for someone else in the office to provide additional services or products ( Thinking about cases in this manner has generated much new business)
4. Expenses and Income vs. budget – one per month. This review gives everyone financial responsibility and alerts us to how we are progressing towards goals

This meeting has improved the working relationship among everyone in the office, created new business opportunities and alerted us to problems before they become a crisis