In the last few years, there has been a movement to reduce the number of agency meetings. Many internal meetings are considered a waste of time, energy, and money. The trend has also extended to client meetings, aided by the ability to meet online rather than in person.
I agree with the need to eliminate bad meetings—whether they are live or online, internal, or with the client. However, I think agencies are missing an opportunity—that is, to encourage great meetings.
Great meetings have many benefits:
1. Connection: My most meaningful client relationships are the result of spending lots of time together discussing the brand’s challenges and opportunities. Our interactions resulted in a deeper understanding of each other, lots of adventures, and inside jokes. Conference calls rarely create this type of bond. Agencies often lament the decline of client-agency relationships. I suspect the deterioration reflects the decline in spending time together.
2. Concentration: Participants on conference calls often multi-task. It is difficult to get their full attention (or avoid the sound of typing). This lack of focus is unfortunate for the agency that prepared the work and the client who paid for it. If a meeting is live, clients are more likely to focus—and the agency has more recourse. I remember one client who kept checking his phone and texting during a meeting. I stopped the presentation and told him we understood if he needed a few minutes’ to take care of other work. It let him know that our team deserved his full attention. This exchange wouldn’t have been possible if we hadn’t been together in a room.
3. Context: It is very challenging to gauge a client’s response to an idea or recommendation on a conference call. A video conference is a bit better, but still less than ideal for detecting micro signals like a furrowed brow. In a live setting, the agency can read body language and redirect the meeting. A comment such as, “I sense you disagree, tell me why” can change the course of the discussion and the outcome.
4. Chance: When I am on-site with a client, I often learn new information, which makes the agency and me a better partner. In person, clients are likely to share more information, ask me to sit in on other meetings, and introduce me to new people. All of these lead to better work and more opportunities.
5. Comic relief: Great meetings should have an element of fun. Clients have very stressful jobs, and agency meetings have the potential to break the script. I am not suggesting that a budget session should be a laugh riot, but agencies are unique in their ability to create an engaging meeting.
Great client meetings should incorporate many of the best practices used for pitches:
Have clear objectives and an agenda. Every agency attendee must understand the purpose of the meeting and their role in attending.
Include the smallest number of attendees to accomplish the goal. If the meeting has too many people, often, no one decides or is accountable. Include too few people, and critical expertise could be missing.
Practice meeting hygiene. Start and end on time. Book the right size room. Make sure all equipment is there and working. Assign someone to take notes. If food is served, consider everyone’s dietary requirements.
Smooth out any wrinkles. Rehearse the presentation. Have all research available. Send pre-reads in enough time to be read. Scenario plan the agency’s response to the clients’ comments and Q&A.
Recap and follow-up. Meeting notes should be sent within 24 hours, with a clear summary, action items, owners, and timing. Make sure all items are completed.
You’ll learn the only thing better than having a great meeting is enjoying the great results.
Stacey Singer is a client retention and growth specialist. She can be reached at stacey@staceysinger.com.