Skip to main content
Karbon
ArticlesWebinarsVideosEbooksTemplatesOpinionsGuidesPodcastNewsletter
Discover Karbon

How to coach your team to run high value client meetings

Miranda Kendall
Managing Director, UK, Karbon

Andrew Jordon
CEO & Co-Founder, Connect4

Sarah Broderick
COO & Co-Founder, Connect4

GrowthEfficiencyCustomers
 

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.

Watch 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

Share this article

Miranda Kendall
Managing 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 Jordon
CEO & Co-Founder, Connect4

Andrew trained as an accountant in London in Corporate Tax and M&A before working in-house as a consultant Finance Controller in the sunny climes of Brisbane, Australia. Andrew was a member of Fathom’s leadership team, a B2B software company, and founded the educational platform, Advisable.

Sarah Broderick
COO & 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.