Efficient customer lead management for engineering

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most everybody knows you need to have a weekly team meeting a lot of people don't do it and there's a lot of confusion about what in the world do I cover well today I'm gonna give you the five items that you need to go over in every weekly team meeting hey guys Greg winter egg here matterhorn CEO hit that subscribe button hit the bell be sure you get all of our awesome content we're turning out three videos for you every week I'm gonna jump right into this let me tell you a team is lost if they're not getting communication from the owner and the managers without these meetings without a weekly team meeting it's very easy for your team to just get into a bad rut of getting up in the morning showing up with their cup of coffee going through the motions the whistle blows the bell rings they go home and it's just a job well I am here to tell you that's the result of no communication going down into that team from the owner and from management so you must have a weekly team meeting you cancel production you cancel clients you put the answering machine on if necessary because this is so critical one of my summer jobs was working in a trailer Factory it was actually the very first summer job I had outside of my dad on my uncle's restaurant and I was really impressed because every Monday over lunch the plant manager called everybody in to the staff kitchen and I don't know there were 100 hundred and 50 people in this company and everybody had their lunch they ate it there during this production meeting and the plant manager let us know what was the target that was achieved or not achieved from the previous week what kind of problems we'll run into so you must have communication down into your team every single week now I believe there are five things that you have to go over at every weekly team meeting right number one statistics every staff member every team members needs to have a statistic that reflects their production the receptionist how many phone calls did they answer how much mail did they handle I don't care everybody has a number that can be tracked and tallied and I don't care if it's a sticky note with little hash marks on it but it needs to be turned into a graph and every team member now and obviously not in a group of a hundred and fifty but you have a staff of six eight ten fifteen twenty it's real easy for the manager over that area or for each individual staff member to sit there with their graph and you know you don't want to be the staff member with that graph you want to be the staff member with this graph and I am Telling You just start to place this in slam it in make it mandatory give people a piece of graph paper and a ruler and a pencil and you tell them every week they need to mark the line and you're gonna see the number going up rather than going down people don't want to sit there in a meeting with a graph that looks like this they're gonna do whatever they need to do to make their graph look like this just out a point of pride so number one is everybody needs to take responsibility for their statistic and the manager should have gone over with each of these staff members this one it needs to then announce how they're going to make that statistic go up and this one is going to announce how they're going to keep it up in that range so when somebody holds up their graph then they're going to say this is what I'm going to do better or this is what I'm going to continue to keep doing so now that staff member has an immediate idea of what's gonna happen this week so number one item in a team meeting is the individuals need to take responsibility for their statistics number two item is program steps action steps and targets now you have a manager over a particular area a team whether that team is even one or three or five people that manager has certain objectives that have been handed down from senior management the owner as to what's supposed to happen in the area this week so of its marketing okay so this week in this marketing area we are going to have to get out the redesigned webpage a new flyer for this or whatever it might be and so then you have to go over as item two in a team meeting what targets this individual has to hit this particular week so I'm going to hold up my statistic first of all I'm going to say what I'm going to do to keep this number going up or to revert this trend and then as far as program targets this week I'm responsible for getting the new flyer done for the new promotional campaign so then the staff member is actually announcing to the rest of the group what they are taking responsibility for so the second thing that every team member needs to know is what are the action steps that you're responsible for this week step three every organization is going to have difficulties during the span of a week there's going to be disagreements amongst the team there's going to be upset customers there's going to be things that go wrong in production alright it's going to happen these things need to be addressed in the weekly team meeting so disagreements and problems are step three but here's my rule because if you don't manage this correctly it's just everyone complaining and griping and it can actually end up being a real negative and you're not going to end off this team meeting on a positive note so here's my rule if I have a problem during the week I'm allowed to bring it up at the meeting with the accompanying solution so if I had a problem with the receptionist and I'm constantly getting notes and messages that are misspelled and the numbers are transposed then I'm not going to just bring this up and say you know she's making it hard for me to do my job or whatever I'm gonna go to her and I'm gonna say hey how can I help you how can we work this out is there an easier way that you can let me know the message or whatever so it's quite all right it's actually necessary to bring up problems and things that didn't work out well in the previous week but the rule is you're not allowed to originate a problem without also originating the solution number four general announcements this could be where you announce birthdays you can even I don't know bring in a group birthday cake for everybody who's got a birthday in the month of June so general announcements that may not get disseminated to the entire group may be the only specific individual areas the company Christmas party is this or that so then this one number four keeps everybody informed of what's going on everywhere in the company number five is actually the most fun we actually required everyone to bring to the meeting a particular win a success a testimonial from a client or a customer and it's great to end off the team meeting on a high so you can if there's a lot of people in the room you can ask for a show of hands the person running can just point and say yeah what's your win this week what's your win this week but it's really an awesome way to end off the team meeting letting everyone feel like yes I'm important I contributed to the overall company purpose this place is awesome we're really helping a lot of people if you don't relay these successes and these wins from the customers back it's real easy to think that your job the team member can easily think my job doesn't matter I'm just showing up I'm just getting a paycheck but then someone in marketing let's say hears about a customer that's doing awesome and they were really they remember responding to that Facebook ad or whatever and the person I'm wearing is like wow that was me I wouldn't have been here if it wouldn't have been for me it really really creates an incredible team atmosphere so these are the five major important items that I think need to be covered in every team meeting and it has to happen every week schedule it now okay everybody I hope you really liked this video so be sure to hit the subscribe button hit that notification bell we're pumping out three a week to help you grow your business [Applause] [Music]