How to run online client meetings the right way

Andrew Jordon
CEO & Founder, Connect4

Joe David
Founder & Managing Director, Nephos Limited

Anika's headshot. She has long dark hair, and is wearing a peal necklace and a pink and black blouse.

Anika Zubair
VP of Success, Karbon

GrowthEfficiencyCustomers
 

Client meetings are an essential part of service based businesses. But they can be make or break.

They either increase your chances of winning new work, servicing clients well, building strong relationships and offering additional services. Or they are tiring, painful and most likely pointless.

How can you ensure your team is running client meetings the right way? Enter: The Prepare. Meet. Act. model by Connect4.

Join Andrew Jordon, CEO of Connect4, Anika Zubair, VP of Success at Karbon, and Joe David, Founder of UK accounting firms Nephos and Myna, as they share how they deliver the best client meetings possible, including how to leverage the Karbon and Connect4 integration.

In this recording you’ll learn:

  • The ins and outs of the Prepare. Meet. Act. workflow

  • How to empower your team to run effective client meetings

  • How to build client meeting playbooks for discovery, onboarding and ongoing client services

  • How to stand out in your most important client interactions

  • How to hand over client relationships to your team

  • How the Karbon and Connect4 integration works to help streamline your processes

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Andrew Jordon
CEO & 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.

Joe David
Founder & Managing Director, Nephos Limited

Joe David is the Founder and Managing Director of two UK-based firms, Nephos and leading crypto accounting firm Myna. Joe helps entrepreneurs better understand their finances, make informed decisions and grow their business. He aims to support highly driven entrepreneurs to live a life they enjoy while gaining financial success and business growth, especially when it comes to crypto.

Anika's headshot. She has long dark hair, and is wearing a peal necklace and a pink and black blouse.

Anika Zubair
VP of Success, Karbon

Anika lives and breathes customer success, so much so that she hosts her own podcast (The Customer Success Channel) and runs a customer success meet-up group in London. Outside customer success, she is a proud dog mom, is an avid Peloton spin enthusiast, and loves travelling.