Prepare, Meet, Act. Progress your client relationships. Turning your meetings into easy & actionable experiences for clients across your team's interactions π€
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€
https://t.co/LIqhsJwM0J
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 https://t.co/T85cibWiDP
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
https://t.co/ekltqeuCCg
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. https://t.co/zB3KVpicLJ
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
https://t.co/WaetMP1Hx9
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
ππΌhttps://t.co/1k87nIFNGS
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 https://t.co/GoAwwysHOG
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 https://t.co/zmsv5x4w4G
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₯
https://t.co/REaTWPEYv4
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 πhttps://t.co/qrLtt7Z0bq
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 https://t.co/ANVMKY5Krq
Want to impress your clients with a productive and purposeful meeting?
Here are 7 ways to transform your client meetings today! π‘
https://t.co/7DLFfzz8SM
#clientmeetings#newyearsresolutions#strategy
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 πhttps://t.co/VVyN8ZbIgo
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
https://t.co/vFHgVKYhKH
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 πhttps://t.co/PQ9gmmxM4t
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‘
https://t.co/EvjwMgxFnF
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‘
https://t.co/CZl36EjyYH