How to run online client meetings the right way


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