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Someone is sitting at a desk with a laptop and a book open next to it. We can only see the person's shoulder and hand. On the laptop screen is an online call with someone with short hair and glasses.
Someone is sitting at a desk with a laptop and a book open next to it. We can only see the person's shoulder and hand. On the laptop screen is an online call with someone with short hair and glasses.
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WebinarThis event is closed.

How to run online client meetings the right way

How can you ensure your team is running client meetings that convert? Discover the Prepare. Meet. Act. workflow, and the Connect4 and Karbon integration. Firm owner, Joe David, joins to share his experience with both.

About this webinar

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.

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

Can’t attend live? You can register to receive the recording.

Meet the speakers
  • Andrew Jordon
    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.

  • Anika Zubair
    Anika ZubairVP 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.

  • Joe David
    Joe DavidFounder & 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.