Sales Meeting Etiquette, Thoughts from our Agents

It was a very interesting meeting today.  Following several consecutive meetings where complaints streamed in because of certain situations, we were prompted to initiate a conversation on how we can brush up on meeting etiquette.  We talked about different scenarios and this was the general consensus:

There are a few agents some of us have become from time to time:

The Habitually Late Agent

Almost everyone is late sometime, but some agents are late ALL the time.  Whether it’s trying to sneak out a few more minutes of sleep, or just poor planning, this is the agent who comes late to every meeting, then makes a bug fuss when they enter.  Opinions on this vary.  I’ve heard some agent suggest that the door is closed once meeting begins, while others have indicated that we should mention to the culprits that they should make a better effort to be on time.  In general, it was agreed that we are all grown ups, and going to make a better effort to be on time.   If you are one of the habitually late, I’d encourage one less hit on that snooze button and a little extra effort.  It was unanimously agreed that people find this irritating.

The Agent who’s conversation is far more important

Office meetings are where agents share wants and needs, and where management tries to relay important dates, legal information and tools to help your business.  Yet, some agents use this time to chat, or worse yet, field calls???  It is universally agreed that this is not acceptable.  If you have a call come in while your phone is on silent, please just discreetly text your client and let them know you are in a meeting and will call them right back?  This is such a bad offense that we may have to institute Mike Mangan’s donation to charity every time this happens.

The Agent who doesn’t know how to turn their phone to silent mode

It’s the little button on the side.  Please take a moment to silence your phone.

The Agent who only comes to meeting if they have their house on tour

Our office tour is a very special thing.  As Roma pointed out, it has helped form very strong bonds within our office.  It has helped us get to know each other, and there is something to be learned on every tour:  about home values, construction, different projects and more.  It is actually part of your duty of care to your clients to be a specialist on market knowledge.  How better to demonstrate this than go on tour.  Moreover, if you ever get challenged by a Buyer or Seller on your product knowledge, the fact that you tour properties weekly gives you a very strong defense.  It’s a courtesy to your fellow agent who are exposing their listings, and a strong benefit to the Seller’s we represent.  Please make the effort to attend:  Make it your mid-year resolution!

The Agent who has a house on tour, but doesn’t come at all

Boo.  It was agreed unanimously that we would be not attend homes that aren’t represented.  This is one reason you get a phone call the day before and also get an email and a text reminder.


Here are some Best Agents to have in Meeting and on Tour:

The Specialist Who Shares

A few weeks ago Cecile shared her knowledge of Peachland lakeshore buoys.  It was so helpful to learn about.  Other times we have learned about area issues, construction, different neighborhoods and more, all from the agents we tour with.  Sharing your knowledge will lift you up and help your peers.  Thanks to all of our teachers.  I for one learn from all of you every day!

The Gourmet Agent

At the end of the very well attended Westside tours on Thursday, agents take turn providing lunch.  It was suggested that we incorporate this, and I think it’s a wonderful idea.  Want to keep people in your listing longer, please feel free to notify us, and we’ll make your home last on tour.  We can all agree, though, that if you aren’t up for a huge spread, an occasional treat is very welcome.  I don’t think I’ve ever visited one of Mike Fredrickson’s listings without a cookie.

The Agent Who Notices the Home and Gives Feedback

We should show empathy to Sellers who have taken a lot of time to prepare for tour and are home to receive them.  Save comments about the last Kelowna Rockets game for the car, and take a moment to really pay attention to the homes. Please share negative comments discreetly with the listing agent.  Some agents have a difficult time when dealing with Sellers on pricing.  Please take a moment to fill in your suggested List Price on the tour sheets and hand them in at the end of tour.

On a final note, it was agreed that everyone showing properties  or attending tours should do so as if the Seller is listening, as they may be!  Modern technology, security cameras, mikes and even iPhones make it possible for Sellers to be listening to your strategy or any inappropriate comments.  Maintain a professional presence at all times.  Roma had an excellent suggestion that you can even coach your Buyers to save private comments for the car.

So that’s it:  the good, the bad and the ugly.  Let’s try to preserve a very special service and tradition we have at our office that gives us a huge advantage against many of our competitors.  Let’s work hard to keep educated in the market place, mentor our newer agents by leading by example, and have a great time at office meeting and tour!


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