Staff meetings are an important way to engage your entire team and ensure everyone is talking about Petly Plans with your clients. Here are some suggestions for ways you can leverage your team meetings:

  • Staff training – do you have some staff members who are doing a great job talking about plans?  Have them lead the training, or have an open dialogue about what’s working and what’s not.
  • Progress toward goals – review your team’s progress toward your goals and discuss creative ways to improve it.
  • Check-in on workflow – see how the team feels about how everyone is working together to share information on Petly Plans with your clients.  Who starts the conversation?  How do the doctors reinforce the message?
  • Payout on any contests that you ran in the first 60 days.