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Retain more information, impress clients and collaborate easier with colleagues by developing your meeting note practice.
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Webinar
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.
Watch the RecordingAbout 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.
Meet the Speakers
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