5 Ways to Re-Engage Dormant Clients Posted on April 4, 2019April 4, 2019 by Erin Posey There are lots of resources available to help you attract and convert new customers, but what about the ones you’ve already landed? Existing clientele is one of the most valuable assets your business can have. But what happens when those awesome customers stop calling? When months or years have gone by without any interaction? If you can find a way to re-engage these long-lost patrons, not only will you stand out from the competition, but you’ll probably generate more business in the process. Send them some snail mail. These days, consumers are bombarded on a daily basis with emails, digital ads, text messages and phone calls. What they’re getting less and less of, on the other hand, is good, old-fashioned snail mail. Sending a note (preferably hand-written, if possible) along with something of value, such as an interesting article or a coupon, can really go a long way toward strengthening that relationship and reigniting interest. Stay in touch, but with a purpose. Keeping in contact is important, but if you’re only reaching out with generic messages like: “Just wanted to say ‘hi’” or “Checking in to see what’s going on,” you’ll probably end up annoying your clients and driving them away. Make sure that when you pick up the phone or send an email, you’ve got something of substance to share. For instance, you might reach out to let them know about your latest product update, a new service you’re offering or a special deal that’s coming up. Wish them well. Getting to know your customers on a personal level is super important when it comes to retention. The information you gain – such as family dynamics, hobbies, birthdays and other important dates – can become invaluable when re-engaging. When a client sees that you remembered his or her birthday and took the time to wish them well, you’ll forge a much stronger bond. (Pro tip: Use your CRM to keep track of important dates and other details.) Treat them to a bite. If you really want to make a great impression, invite your top customers to breakfast or lunch. Offer to meet them close to where they live or work to make it as convenient as possible for them. You can use these brief meals as a way to find out what’s new with them and ensure that you and your business remain top-of-mind. Host a customer appreciation event. People love to feel special and inviting your customers to exclusive events is a great way to capitalize on this. If you don’t have the space at your place of business, rent a room at a local restaurant, hall or hotel and plan a gathering of your most valuable customers. Use the event to connect face-to-face, show your appreciation and share some industry news or insights. Hosting an event like this twice a year will ensure that you never lose touch with your clients for more than 6 months at a time. Forbes lists existing customers as “the most under-tapped marketing opportunity,” and for good reason. Research indicates that it costs 5 times as much to acquire a new customer as it does to keep an existing one. If you’re looking for a way to boost your revenue in 2019 and beyond, you may already be sitting on a goldmine. Give the tips above a try and see if you can’t drum up some new business in the process.
7 Elements of a Brilliant HTML Email Template Posted on April 3, 2019February 2, 2021 by Jessica Lunk You’ve heard it a thousand times before: your email marketing campaign is only as good as the copy you write. But we’re here to share something else. If you’re not getting the desired results from your email marketing campaign, the problem might not be the content. While the right emails have the potential to create impressive revenue increases, missing out on important details can cause the unsubscribe button to work overtime. An effective HTML email template can set your email apart from the masses. Increase your response rates by tweaking your email template to include all the small details that add up to a big visual impact. The Right Subject Line You only have a couple of seconds to entice the people on your list into opening and reading your email. Possibly the most important factor in this decision is the email subject line. Even if you have the most valuable information in the world in your email, no one’s going to see it if you have a subject line that’s poorly written. Keep the subject simple and straight to the point. Let the reader know what’s in the email. Keep it under 60 characters and avoid using all caps. Most importantly, be sure the subject line makes sense. Don’t rely on excess punctuation marks or symbols to get the point across. To templatize your subject lines, consider keeping a swipe file handy. A swipe file for email subject lines would include templatized versions of only your top performing email subject lines, so you can come back to it and re-use similar structures for future campaigns. For instance: [Firstname], you’ll want to read this before the weekend. [Firstname], are you really happy with [subject]? Top-secret flash sale, but only until [time]. Personalization Personalizing your marketing emails will guarantee more engagement, but today, personalization goes far beyond inserting merge fields into your email copy. Create an email funnel to separate users into different interest groups. Segment respondents by the offer they signed up for or by which emails they opened or clicked on. With your subscribers properly segmented, you can send offers and value-added content that more clearly resonates with their motives and pain-points. The result is increased engagement in your marketing emails. The Pre-Header In other writing it’s known as the hook, but in emails it’s the pre-header. It’s that first sentence that grabs your readers’ attention and makes them want to keep reading. Pre-headers are important for two reasons. The first one is that it keeps the readers wanting more. But they also work because many email programs show them as part of the subject line, sort of as a subtitle for the email. Keep this in mind and use your subject line as a theme to work off of for your pre-header. The Right Images Images are crucial for both branding and creating conversions. The key is finding the right images to enhance your email’s performance. Highlight your products or services in a way that appeals to your potential customers’ visual sense. Make sure every image complements the text in the email. Choosing the right image is only the first step. Image best practices include the following considerations: Make images no more than 30 percent of the entire email’s contents Avoid using an image as a call-to-action link button in an email, since many email clients don’t display images. Include title text and alt text with every image Compress images to keep their files from being too large to send or load Social Media Links The purpose of a marketing email is twofold: to increase sales and to increase customer engagement. If you only include a link to your website in the body of your email, you might miss out on the opportunity for your customers to follow you on social media. From there, you can engage in a more two-way conversation that social media affords, increasing brand awareness and engagement. Set up your HTML templates to include links to all your social media profiles in every marketing email, and encourage email readers to join in. (In Hatchbuck, you can get even more insight into your customers’ interests by assigning them specific tags and “points” when they click on a social link.) An Unsubscribe Link According to the CAN-SPAM Act, you must include an unsubscribe option in every marketing email. Email recipients must have a simple way to opt out of your email list. The easiest way to do this is to include the word “Unsubscribe” at the bottom of the email and link it to your email program’s unsubscribe option. Your readers may also want to reply to your email with the word “Unsubscribe” in the subject line. This should trigger an immediate removal from your list as well. A Strong Call to Action Your call to action, or CTA, is arguably the most important part of your marketing email. Your invitation for the reader to respond in some way can be the galvanizing force behind them taking action. Calls to action can go anywhere in your email content; in fact, a bit of testing can help you determine where your call to action works the best. No matter where you choose to include your CTA, your reader should know exactly what to do next, whether it’s download, sign-up, schedule a meeting, reply to the email, etc. With these email template essential covered, you’re sure to see a boost in your HTML email template conversions over time.
How to Convert Webinar Leads into Customers Posted on April 2, 2019April 2, 2019 by Allie Wolff According to Inside Sales, 73% of sales and marketing professionals list webinars as one of the most effective tools for generating high-quality leads. But the truth is, that’s really only half the battle. After all, just gathering leads won’t amount to much of anything if you’re not actually turning those leads into paying customers. So, what’s the best way to ensure that those prospects don’t end up in post-webinar limbo? Give the following tips a try. Assess readiness through polls. Polling your audience during your webinar is an easy and effective way to gain insight into where your prospects stand in terms of need, interest level, etc. You can then use this info to segment your audience for nurturing purposes. For instance, you can separate those who are interested in learning more about your product, service or company from those who are more actively ready to buy and market to each group accordingly. Tailoring your approach will help you gain more ground and get better results. Involve sales in the process. Keeping your sales team in the loop is another simple, yet often overlooked strategy for improving your conversion rate. When sales is involved in the process, whether it’s helping to put the content together or simply staying abreast of what webinars will be hosted and when, they can be much better prepared with their follow-up communication. Some companies even go as far as having someone from sales sit in on webinars to help field questions from attendees. Follow up right away. The expression “strike while the iron is hot” can easily be applied to webinar lead conversion. If your content is compelling, your attendees will leave feeling eager to take that next step. Follow up while it’s still fresh on their minds. Include a recording of the webinar and any ancillary documentation. You may also want to include links to other relevant content, such as blog posts, that might add value. At the very least, it will help you start building and fostering relationships. Pamper hot leads. Obviously, the warmer the lead, the greater the likelihood of conversion, so handle your hot leads with extra care. When you hand them off to sales, do so with specific instructions for exactly how to proceed. Not only should follow-up communication be relevant to the webinar, provide value and contain helpful information, but it should also be as personalized as possible based on what you know about each prospect. The more effort you put in, the more it’ll pay off. Nurture and retarget warm and cold leads. Webinar attendees who aren’t necessarily ready to buy yet can still become customers down the road if you play your cards right. Stay in touch with a focus on adding value. You can either place warm and cold leads into your normal sales funnel or create a webinar-specific nurturing strategy for these prospects. Either way, keep the conversation going. Build that relationship. Retarget whenever possible. This will help solidify your brand and keep you top of mind, improving the chances that when those prospects are finally ready to pull the trigger, it’s you they’ll want to buy from. According to a recent study by GoToWebinar relating to content engagement, people are willing to spend more time on webinars than any other type of content. Capitalize on this by applying the above lead-nurturing strategies and watch as your sales soar.
Should You Outsource Business Development for Your Agency? Posted on March 29, 2019March 29, 2019 by Jonathan Herrick Business development is an important factor for running any successful agency. Unfortunately, with all of the projects on your plate, it can be tough to carve out the necessary time to keep your sales pipeline full. So it’s no wonder that so many digital agencies are starting to outsource business development to specialized biz dev firms. But the million dollar question remains: is outsourcing business development right for your firm? What Is Business Development? Let’s first unpack what business development is. True business development is a broad role within an agency that encompasses sales, partnership development and more. Here’s a breakdown of just what falls under the biz dev umbrella: Customer outreach and sales channel developmentMarket research and analysisPartnership managementSales strategy developmentCompany value growth As you can see, business development is tangled up in sales, marketing and even corporate strategy. By aligning the various parts of your agency through business development strategies, you can help ensure future growth for years to come. Why Is Biz Dev Important? Some agencies wonder why a dedicated business development role is important if there’s so much overlap with other parts of the business such as sales. While your firm is perfectly capable of running without having someone focused specifically on biz dev, your agency will miss out on the increased efficiency and overall boost in prosperity that real business development can bring. If you’ve operated your agency so far without a business development professional on your team, you might be surprised at the difference it can make to bring one on board. Outsourcing Business Development If you aren’t sure about hiring a biz dev professional as part of your team, another option is to outsource your business development needs to a third-party professional or service. This is an increasingly common practice as more agencies discover the benefits of business development. Instead of hiring a biz dev pro as a part of your staff, the business development firm you choose will work alongside your agency to meet your needs without you having to bring on additional employees. Outsourcing works very well for many agencies, though it isn’t ideal for everyone. It’s always important to consider the pros and cons of bringing in an outside business development team to make sure that outsourcing your biz dev needs is best for your agency. Pros of Outsourcing Here are some of the advantages of outsourcing your business development needs: Ensures that your business development needs are met by dedicated biz dev professionalsFrees up your employees to focus on other agency issues and meeting the needs of your clientsTakes advantage of years of biz dev experience — the outsourced team already knows what works and what doesn’t, and they have a system in place to aid your successLets your agency benefit from the latest trends in business development without your employees having to specifically stay on top of those biz dev trendsGives the outsourced team an incentive to perform, since they could be replaced if they don’t produce results There may be other positives to outsourcing depending on how your agency is structured and the size of your team as well. Cons of Outsourcing On the flip side, here are some of the disadvantages of outsourcing your agency’s business development: Puts a significant portion of your business flow into the hands of someone outside your companyCreates dependency on an outside team that may eventually close shop or otherwise part ways with your agencyIncreases your operating expenses with little protection against future rate hikes or requests for other fundingMay leave you unprepared to make business development decisions for yourself since all of the biz dev work is done by an external team As with the pros, there may be other negatives as well that depend on your agency and your team setup. Should You Outsource Biz Dev? Deciding whether or not to outsource your agency’s business development needs is a big decision. Ultimately, it comes down to the way the agency runs and how much control you want over your biz dev practices. For some agencies, offloading the heavy lifting of business development to seasoned pros is a great way to go. For others, keeping things in-house and creating your own business development practices is the preferred option. Regardless of which you choose, it’s essential to take the time to weigh your options and find a biz dev solution that will ultimately work for your agency.
5 B2B Marketing Automation Tips Posted on March 28, 2019March 28, 2019 by Jessica Lunk Are you among the 55% of B2B companies currently using marketing automation? You should be. After all, marketing automation has been proven to deliver a 14.5% increase in sales productivity and a 12.2% reduction in overhead. But these results aren’t achieved by simply launching a campaign. It takes planning and strategy. If you could use some assistance in this area, here are five tips to help you get the most out of your B2B marketing automation efforts. Identify prime automation tasks. You probably already know that marketing automation can be used to streamline email campaigns, but if that’s all you’re doing with it, you’re missing out. To unlock the full power of your platform, you should identify other tasks that are prime candidates for automation, such as routine, repetitive activities that are eating up time and hindering productivity. Things like lead follow-up, prospect nurturing and updating your CRM can all be automated, saving time and freeing you up to focus on more important things. Produce quality content. Your marketing automation tool may be able to do a lot of things, like determine which leads are hot as well as the best time to communicate with those leads. The one thing it cannot do is produce the message you’re trying to send. To get the most of your marketing automation, do not underestimate the importance of producing quality content. The right message can dramatically improve your chances of conversion. Score leads. Scoring leads is a valuable practice in any business model, but in B2B it’s even more beneficial due to the lengthier sales process. With long sales cycles, understanding a prospect’s interest in your product or service is essential. Automatically assigning scores to your leads based on factors such as their behavior on your website, engagement level with your messaging and various touch points across your platforms can help you determine who to follow up with to achieve optimal results. Segment your campaigns. Research indicates that segmented emails boast higher open rates, better engagement rates and ultimately result in closing more deals. By segmenting your campaigns based on the interests and engagement level of your contacts, you can tailor your messaging to better match their needs and preferences. When you address the specific needs of your prospects through segmented messages, they will be more likely to come to you when they’re ready to buy. Make things personal. One of the biggest mistakes B2B marketers make is forgetting that they are marketing to people, not just faceless brands. You will be far more successful with your marketing efforts if you remember to include the human element. Speak to your audience as if you were having a conversation rather than issuing a cold, robotic and impersonal message. For instance, rather than saying “Attached is the literature you requested,” say, “Here’s the information you asked for.” That human touch is what will ultimately win you new business. When it comes to being successful in the B2B realm, marketing automation can be your ace in the hole. The five tips above should help you maximize your efforts and gain consistent results.
5 Tips for Building a Phenomenal Virtual Team Posted on March 27, 2019March 27, 2019 by Lindsey Stroud Big corporations aren’t the only ones that benefit from virtual teams. In fact, smaller businesses can enjoy many advantages by using distributed teams, including lower operating costs and the ability to tap into a global talent pool. And thanks to things like cloud technology and the growing number of freelance marketplaces, hiring and managing remote employees has never been easier. Of course, virtual teams do come with certain challenges. To overcome these struggles, here are a few best practices to keep in mind. Consolidate One of the biggest hurdles managers of distributed teams face is keeping everyone on the same page. Tools like emails, spreadsheets, shared project documents and group chats can get confusing when remote workers are all using different ones. This can open the door for mistakes, miscommunication and important things slipping through the cracks. Utilizing as few tools as possible and mandating that all virtual employees stick with those tools for their day to day work can help minimize these risks. It’ll also ensure maximum productivity, collaboration and efficiency. Communicate Regularly Not being located in the same physical location can cause a rift in communication with management as well as amongst coworkers. It’s up to the business leaders to ensure that all distributed team members stay in touch and engaged. With virtual teams, this often requires more effort from a communication standpoint. Daily check-ins and regular one-on-one and team meetings (via phone, online chat or video conferencing) will ensure that everyone stays connected, regardless of physical location. Set Expectations It can be harder to know what’s expected of you and what role you play in the overall success of a department or company when you’re not sitting in the office with everyone else. And when employees aren’t clear on these things, they can’t perform to their fullest potential. Eliminate ambiguity by setting clear and specific expectations with each remote worker. Make sure everyone knows exactly what they’re supposed to be working on and – more importantly – why their work is so important. Differentiate Between Tasks and Projects Certain activities require more team input and collaboration than others. For instance, developing a new design for the company website is something that will involve much more thought and coordination than performing data entry. Make it clear what each remote worker’s role is and which of the items on their to-do lists are tasks they can complete independently versus which ones you expect them to collaborate with others on. The clearer you are about this, the less room for confusion and delays. Automate as Much as Possible We’ve already established that communication and collaboration are important for virtual teams to be successful. Freeing up as much time as possible for your employees to be able to engage with one another makes it much easier and more likely that they’ll do so, and automation is the key to achieving that goal. Wherever possible, automate manual, repetitive tasks. Not only will this improve productivity and efficiency, but it’ll also enable your employees to focus their efforts on more meaningful work, which will, in turn, boost morale. Without question, virtual teams can add tremendous value to a business – whether it’s just one department or an entire company that’s working remotely. As with any business initiative, however, this type of setup is not without its challenges. By putting the above tips into action, you can build and manage a virtual workforce that will drive your company forward in the right direction.
4 Benefits of Paid Advertising on Twitter Posted on March 26, 2019March 27, 2019 by Allie Wolff No topic (except maybe politics) is as divisive as Twitter. Some feel that Twitter is an invaluable resource, naturally encouraging faster responses and more concise thoughts than other forms of social media. Others think it’s a waste of time, full of snippets of thoughts and very little of actual value. While there’s evidence to support both arguments, there are some very real benefits to Twitter if you’re looking for a new marketing venue. The reason that Twitter makes a great advertising arena is also the reason that there are so many differing opinions on the platform: it’s fast-paced and requires a lot of engagement to keep up with. Don’t believe us? Here are some of the main benefits to Twitter advertising, along with suggestions for getting started on the platform. Following the Trends While every social media platform puts a lot of effort into following trends these days, Twitter was trending before it was trendy. Many common features of social media today such as hashtags were adopted in an effort to keep up with Twitter’s mad trending skills. Even now, Twitter has one of the most accessible trending lists on all of social media. This can benefit your advertising efforts in several ways: Instantly see what’s hot and what’s not so you can adjust your focus accordinglyIdentify trends that are a good match for your clients to better target your adsDiscover potentially negative trends so you’ll know what targets to avoidFind out which trends competitors are following to speed up your response This is only the start. Having easy access to current trends gives you the power to really take control of your message, and Twitter is the platform to give you that access. Instant Engagement Twitter is designed for engagement. Whether you’re live-tweeting a political debate or letting everyone know about the awesome tacos you just had downtown, almost everything that happens on Twitter is happening in the moment. The more engagement there is on a platform, the more likely you are to get potential customers engaging with your advertising. This is especially true with organic marketing efforts that allow users to interact directly with your brands. You get instant feedback, making it clear right away what’s working and what needs improvement. As a result, you’re able to fine-tune your strategy to get more engagement in real time instead of after months of analysis and reworking. Impressive Message Reach Twitter has over 325 million monthly active users, which means that there’s a huge pool of potential engagement opportunities just waiting for your marketing efforts. While this may not be as impressive as Facebook’s 2.32 billion monthly active users, Facebook also features slower engagement and a lot more competing content. When you’re trying to gauge your best target for getting a message out there, the smaller user pool with higher engagement rates may well be a better bet for your marketing in the long run. Showcase Your Personality The most effective advertising on social media gives followers something to rally around, which most of the time means posts and campaigns that showcase a lot of personality. Brands that might otherwise seem boring can amass a huge following on social media through the use of effective posting and unique ad content that really gives people a feel for the brand. Twitter is an excellent platform for this, since the increased engagement and limited characters make it perfect for quick responses and back-and-forth exchanges with customers and other fans. Plan out the personality you want to express before you start this sort of a personalized campaign. A lot of thought went into developing the brand personalities for those companies everyone now follows on social media, and trying to jump in without a plan fully in place could make your brand message seem disjointed or unorganized. Getting Started on Twitter You can see that there are some definite benefits to Twitter advertising. So what’s the best way to get started? First, you can explore your options for paid advertising on the platform. Twitter’s ad rates are reasonable and allow you to manage your entire campaign the way you want to, giving you access to paid tweet promotions, more followers and a variety of options to encourage click-throughs to websites or app installations of your choosing. There’s also no minimum budget, so you don’t have to make a massive commitment when you’re still getting the hang of the platform. In addition to paid ads, you can also create accounts for the brands you are promoting and engage with Twitter for organic marketing. It’s best to have a dedicated social media manager for this since you’ll want to take full advantage of Twitter’s faster pace of engagement. Combining paid ads with a well-thought-out plan of engagement for organic feedback will give you a great starting point for building brand awareness and harnessing all that Twitter has to offer.
Required Reading from the 11 Most Influential CRM Blogs for B2Bs Posted on March 22, 2019August 27, 2020 by Jessica Lunk Sales and marketing technology changes quickly. So how do you know when to invest in new technology, or when to change your process, or when to wait out a fad? Whether you’re researching CRM options, or just trying to get the most out of your existing CRM and sales and marketing tech stack, there are a handful of experts who are the most qualified to guide you. Check out these posts from 10 of the most influential CRM blogs on the world wide web, and follow them to stay in the know. The CRM Consultant This blog was created by Richard Boardman, who spent 15 years as a CRM consultant. Before that, he worked with CRM vendors. Boardman knows the business and has an inviting way of sharing his point of view. His no-nonsense topics get to the heart of the business. Required Reading:Seven Things to Consider Before Signing a CRM ContractEleven Early-Stage Red Flags When Considering a CRM Project CRM Switch If you’re in the early stages of CRM research, high-concept blog posts are just confusing, at best. For readers who need good basic information on evergreen topics, the CRM Switch blog is the perfect must-read. The posts explain the basics and give targeted advice that’s easy to follow. Required Reading:Without a Killer Call to Action, Your Digital Marketing is Doomed Three Fundamental Types of CRM Systems Hatchbuck The Hatchbuck blog focuses on what’s new and significant in CRM today. Aimed at small-business owners with drive and determination, this blog’s posts cover topics from HR and content creation to marketing and technology. They also have a section dedicated specifically to targeted sales and marketing software advice for marketing agencies. Required Reading:Six Ways to Help Your Sales Team Be Aggressive but Not Pushy4 Killer Closing Strategies to Skyrocket Sales Salesforce Blog The blog behind the world’s best-selling CRM platform, the Salesforce Blog offers insights and trends in marketing, analytics, sales and service. Required Reading:Taking the Next Step in Digital Healthcare Transformation Think You Know Everything About eCommerce Growth? Think Again Pipeline Deals Blog The Pipeline Deals blog is full of information about building a sales pipeline, how to sell products and services and what CRM software and other technology is best for B2B small-business users. Required Reading:What is the Difference Between ERP and CRM? What is the Role of a CRM? TechnologyAdvice Want the latest on the CRM software solutions on the market as well as best practices you can follow for success? The Technology Advice sales archives are full of helpful advice for B2Bs. Required Reading:CRM User Adoption Lagging? Here’s What Science Has to Say. 5 Follow-Up Mistakes You’re Making – and how to fix them. SalesPOP! SalesPOP! Is an online magazine with multimedia content aimed toward sales professionals and entrepreneurs. The site offers a consistent five new posts every week and includes a back catalog of almost 1,600 blog posts. Topics include: Advice for sales professionals Social media Client relations CRM technology Marketing techniques Required Reading: Where is CRM Headed in 2019?Artificial Intelligence, CRM and Sales Prediction Commercient The Commercient blog offers tips on growing a small business, posts on customer service, tips and tricks in CRM, sales topics and more. Required Reading:Give Your Small Business a Spring Makeover Top 4 CRM Software for Small Businesses Hubspot Sales and Marketing Blog For small business owners who want a rounded overview of the entire online business world, Hubspot Sales and Marketing Blog offers a lot of needed information. It focuses on CRM, of course, but also offers posts on subject matter like customer success content, marketing and sales, the general software industry and entrepreneurial success. Required Reading:How to Become an Entrepreneur With No Money or Experience How to Create a Sales Plan: Guide + Template Paul Greenberg Paul Greenberg is a best-selling author and one of the stars of the CRM world. Some of Greenberg’s classic work can be found at PGreenblog, an older blog filled with evergreen work. It hasn’t been updated in a couple of years, but the information found there is still valuable. Paul currently contributes to ZDNet where you can enjoy reading the best, most up-to-date information on the CRM industry, along with Greenberg’s expert analysis. Required Reading:The State of Digital Transformation and the Work to Be DoneConversational Experiences: Building relationships one conversation at a time Kate Leggett Kate Legget has over a decade of experience leading CRM and software companies. She is currently VP and Principal Analyst at Forrester Research for CRM and Customer Service, focusing on market trends, research, opinions, best practices, technologies. In addition to her contributions on the Forrester blog, she has been published in The Wall Street Journal, Forbes magazine, and industry pubs such as CRM Magazine, KM World, and Destination CRM. Required Reading:Customer Service Robots Rise UpSales and Service Technology: Two Sides of the Same Coin?
How Often Should Your B2B Business Hold Meetings? Posted on March 21, 2019February 19, 2025 by Jonathan Herrick Let’s talk about meetings. And while we’re at it, let’s talk about meeting fatigue. Nearly two-thirds of professionals lose time every week due to unnecessary or cancelled meetings, according to The State of Meetings Report 2019, a survey by Doodle. But try to run a business without any meetings, and you’ll soon have a new appreciation for those gatherings around the conference room table. Sometimes, there’s no better way to communicate than to get everyone in a room together, or at least on a conference call or Zoom meeting. The trick is convening meetings only when necessary and running them efficiently. That way, everyone will still be able to get their work done. Here are some ideas on when, where and how to hold meetings for the best results. Give people time to work. Thanks to books like Cal Newport’s Deep Work, many professionals are making a concerted effort to set aside time to immerse themselves in the projects that matter. It’s tough to do that, though, if there are so many interruptions in everyone’s workday that no one can concentrate. Set aside some time every week (or ideally every day) when people can hunker down and do what you’re paying them to do, without interruption. For instance, if you run a professional services firm, you might decide there will be no company or client meetings on Tuesday and Thursday mornings, so everyone can focus on project work. Team members will be more likely to bring their A-game to meetings if you’ve enabled them to get their other projects done. Otherwise, you’ll likely find them surreptitiously multitasking on their computer during your team pow-wows. Create a quick daily ritual. Setting aside seven to 10 minutes a day for your leadership team to meet can save you hours of emailing or digital chatting each day and prevent miscommunication. Ideally, hold this meeting in the morning, before everyone gets busy with the daily hustle. Among professionals surveyed in The State of Meetings Report 2019, 70% prefer to hold meetings between 8 am and noon. Even better, have everyone stand up, so the meeting doesn’t drag on. A recent study found that 35% of American workers say most meetings last too long. Holding stand-up meetings is a good way to discourage people from droning on and on. Save strategic meetings for one a month, quarter or year. It’s hard to tackle monthly, quarterly, or annual planning in routine meetings. Set aside specific times when you will meet for an hour or two—or longer if needed—to do long-term strategic planning with your leadership team. In Doodle’s State of Meetings Report, two-thirds of professionals felt that meeting face to face is important to making good strategic decisions. Make sure you set goals for the meeting ahead of time so team members come prepared. For instance, let’s say you’re expanding your B2B business from Chicago and Albany in the U.S. to the Canadian market this year and have already established a foothold in Toronto. Don’t wait until the next meeting to announce you want to focus on expanding into Montreal in your next discussion. Let your team know in advance, so they can do some homework related to their area of the business, whether that’s setting up the tech infrastructure for the new Montreal office or identifying the best way to market in Montreal. Set aside time for R&D. In the rush to get things done every day, your team may not have much time to brainstorm new products and services or better ways to do things. That means your business is not benefiting from their innovative ideas. One of the best ways to tap into their creativity is to set aside some time to dream up ideas together to grow your business. To get your creative juices flowing, pick a different setting than your conference room, like a local park, or plan the meeting around a fun field trip, perhaps to a zoo, a national park in your area or an art museum. If it’s warm out, hold the meeting outside. Ask everyone to come prepared with ideas for innovations they’d like to bring to the business, appoint someone the record keeper and keep track of each idea you decide to act on, assigning it to an “owner” on your team and setting a date for the next steps. That way, all of the great ideas won’t get forgotten by the time you get back to the office. Holding a meeting like this once a quarter can yield huge dividends for your business. Most of us don’t like meetings, but if you can figure out how to keep them purposeful and fun, you’ll be surprised at how much benefit they can bring to your business.