How to coach your team to run high value client meetings
Discover how the Prepare. Meet. Act. workflow by Connect4 can help your team hold client meetings that win, retain and expand client revenue.
About this webinar
Building a repeatable workflow that your team can use to consistently deliver smooth, contextual and high value client meetings is important. It means you, as your firm’s leader, don’t need to deliver every single monthly meeting for every single client.
But this takes coaching and planning. This is where purpose-built workflows can help you and your team work smarter, not harder.
Discover the Prepare. Meet. Act. workflow by Connect4. It ensures your staff are prepared with the right tools and material to conduct easy-to-join meetings that can be easily followed up and actioned.
Register to learn:
How to build a system so your team can consistently hold client meetings that win, retain and expand client revenue
How industry leaders are using the Prepare. Meet. Act. workflow
How you can use Connect4 to ensure client meetings turn into actions and notes that are exactly where you need them—with their client information in Karbon
If you can’t join us at this time, register to receive the recording.
- Miranda KendallManaging Director, UK, Karbon
With more than 18 years as a leader working in SaaS, Miranda has a gift for building and scaling businesses that are entering new markets and achieving results that impact. In her last role before Karbon, she started with a blank canvas and left the company performing £6M Annual Recurring Revenue. She is passionate about helping accounting firm improve their operations using efficient, scalable and automated processes, and improving their productivity and profitability.
- Andrew JordonCEO & Founder, Connect4
Andrew Jordon is the CEO and Founder of Connect4, a client meeting platform that allows you to have structured and efficient client meetings. Andrew is a trained accountant in Corporate Tax and M&A. He opened the UK office of Fathom, reporting software in the Xero eco-system whilst also founding Advisable, an educational platform for professional services. Andrew is the youngest trustee and treasurer at Prison Fellowship, the world's largest Christian nonprofit organization for prisoner and justice reform. He's delivered over 50 sessions in prisons in Australia and the UK, focusing on restorative justice.
- Sarah BroderickCOO & Co-Founder, Connect4
At Connect4, Sarah leads the commercial teams to GSD and delivers more for customers. During 15 years of client-facing roles in software and financial services, she's become passionate about creating client transparency through consistent, humanized interactions as the key to building strong business relationships.