Advisory Meetings with Connect4 icon

Advisory Meetings with Connect4

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Download your free Advisory Meetings with Connect4 template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Advisory Meetings with Connect4' templateAdvisory Meetings with Connect4CLIENT TASKSPlease book in your advisory meeting1 AutomatorUse this link to schedule your meeting - https://CompletedPrepare2 AutomatorsCreate new meeting in Connect4CompletedReview previous meeting notes, run latest management accounts and create a video recording walking through managementCompletedSend agenda to client from Connect4 or by using the below request and ask them to add any talking pointsCompletedCLIENT TASKSPlease see your agenda for our upcoming meeting

This template was designed by Connect4 for process of completing monthly or quarterly advisory meetings. Connect4 gives you and your team the structure you need to consistently deliver outstanding client meetings.

The work goes through the stages:

  • Ready to start
  • Preparation
  • Advise
  • Completed

The role involved in completing the work is the Client Manager, and the work stages and roles are both customizable.

The template includes best practice automation to ensure it is clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The start date for the work is 7 days before the month or quarter-end and the due date of the work is 14 days after the month or quarter-end.

Download the Template

Download your Advisory Meetings with Connect4 template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling