Prepare, Meet, Act. Progress your client relationships. Turning your meetings into easy & actionable experiences for clients across your team's interactions π€
Joined January 2021
- Tweets 231
- Following 499
- Followers 133
- Likes 135
109 Photos and videos
How can you ensure your team is running client meetings the right way? Enter: The Prepare. Meet. Act. model by @Connect4_app π€©
Join @andrew_connect4, @anikazubair_, and @crypjo091, as they share how to deliver the best client meetings possible.
okt.to/fJZuTS
2
3
16 Feb 2022
Stepping onto stage in the leading role when working with clients takes preparation to evidence impact delivered to clients π @Syft_Analytics' illustrates the impact of leveraging increasingly important supporting actors - your tech stack π€
hubs.la/Q014gyKM0
4
15 Feb 2022
Looking for an easy way to track your actions from a meeting?
Meetings create opportunities to be a leader. Make sure you meet expectations on promises made by following through β
@Connect4_app Personal Pod makes this easy! Keep track for free here ππΌ hubs.la/Q0119lwc0
3
10 Feb 2022
When did you last use the F word with a client? π€
We don't mean that one, we mean financing. Business owners report their top concern is cash flow management and they want help from their accountant πΈ
Next time with a client, why not bring it up? ππ½
hubs.la/Q0119sZm0
3
8 Feb 2022
What did we agree last meeting? π€
The note taking struggle is real! But, doesn't have to be...
With @Connect4_app, meeting notes & action setting are a breeze. Even sharing after is easy - making you look like a meeting pro ππ½
Explore how here. hubs.ly/Q013HWtR0
2
2 Feb 2022
π¨ Product announcement: Karbon & Connect4 π
Weβve been working hard behind the scenes to develop an integration between Connect4 and Karbon practice management.
Find out more below
hubs.la/Q013gCkP0
2
1 Feb 2022
Back working from home a bit more than expected?
You're not alone. But, that doesn't mean you can't forge and maintain relationships around the world from your home office.
Learn how Syft Analytics' team find winning ways with #clients
ππΌhubs.la/Q0119ssM0
2
2
28 Jan 2022
Bye bye Zoom fatigue. Hello productive meetings! π
2021 got us all thinking there has to be something better. Well there is with Connect4's onscreen agendas, meeting notes, actions and more π‘
Come see how to deliver different in 2022 ππΌ hubs.la/Q012QRfp0
1
3
27 Jan 2022
Know a business that's shifted to 100% remote since 2020?
We all do really. It's so attractive - the flexibility, the scalability, the promise. But, actually achieving it can be tough β
Learn from ProgressBB's hitting 4x growth by shifting remote π©π½βπ»
hubs.la/Q0119tcP0
1
3
20 Jan 2022
Meetings running off track? β³
An onscreen agenda will keep your conversations on track - and give everyone's eyes a much needed break π
Leave your next meeting happy by hosting it in your own @Connect4_app Personal Pod. It's free for life! ππΌ hubs.la/Q01194B80
1
17 Jan 2022
Is your team confident enough to hold advisory meetings? π
Your team spot hidden opportunities for clients & know tech inside out. But, struggle to communicate effectively π€
Coach them w/these top solutions for confident delivery & revenue growth π₯
hubs.la/Q0119t4p0
1
13 Jan 2022
Want your team to deliver client meetings like you?
We work w/practice owners successfully coaching teams to do just that! And, we're bringing their insights & more in this upcoming webinar w/ @karbonhq πͺπΌ
Sign up to join next Wed, 19 Jan at 11am GMT πhubs.la/Q0119MJm0
3
11 Jan 2022
Got Zoom fatigue? π
Give your eyes a break with an onscreen agenda - keeps your meetings on task too β³
Try @Connect4_app for free here ππΌ hubs.la/Q0118XPH0
1
10 Jan 2022
Want to impress your clients with a productive and purposeful meeting?
Here are 7 ways to transform your client meetings today! π‘
hubs.la/Q0119sWl0
#clientmeetings #newyearsresolutions #strategy
2
5 Jan 2022
Our Connect4 team is excited to kick off 2022 with a client meeting bang! π₯
Join us 19 Jan at 11am GMT as we share winning formulas with @karbonhq about all things coaching, building playbooks & growing profit π
Sign up here πhubs.la/Q0119P1b0
1
2
4 Jan 2022
Need a 2022 new years resolution? π₯
How about smarter client meetings? Make every meeting easy with our βPrepare. Meet. Act.β workflow. Donβt take our word on it - believe the thousands of meetings completed in 2021 π
hubs.la/Q011rYSc0
1
30 Dec 2021
Whoa, where did the year go to!? π
Weβll let you in on a little secret, our @Connect4_app team loves 2 things: retros & data π©π½βπ»Ideal combo for a 2021 annual recap! Top votes... π₯
Our customersβ top mark on valuable client meeting delivery! π₯
Meeting pros for the win! π
2
29 Dec 2021
What were the apps leading accountants used in 2021? π
Thanks to the thousands of client meetings taking place on Connect4 in the past 12 months weβve access to some interesting (and, anonymised) data ππ½
Explore here πhubs.la/Q0119Lys0
3
28 Dec 2021
Preparing for your team to nail client work in 2022? π€
The most important component is a playbook. Don't have one, don't worry...
Get started in 10 mins by deconstructing the βwhysβ behind your processes in 3 steps shared here with @karbonhq π‘
hubs.la/Q0119M2V0
2
27 Dec 2021
Every client is different. But, does your meeting workflow need to be? π€
Make each client feel unique with customisable template agendas, meeting notes & actions. All while keeping your meeting workflow easy πͺπΌ
Deliver differently with @Connect4_appπ‘
hubs.la/Q0119JYD0
1