Make every client meeting count
Connect4 gives you and your team the structure you need to consistently deliver outstanding client meetings.
What is Connect4?Get started for free
Client centric companies choose Connect4
Define the perfect playbook for every type of client meeting
Recipes for client success that the whole team can follow.
Discovery
Make the right impression on new business discovery calls.
Onboarding
Systemise your process for bringing new clients onboard.
Advisory
Consistently deliver first-class business advisory sessions.
Works alongside your favourite tools
Connect4 has been carefully designed to complement the software you already know and love.
- Sync meetings actions with Karbon practice management software.
- Paste your unique meeting pod link into scheduling tools such as Calendly.
- Host video calls on Zoom or MS Teams alongside Connect4. (or use our super stable built-in video)
Deliver a consistent client experience with every meeting
Client relationships on Connect4 live inside pods. Pods are a central place to plan, talk and do with complete transparency, all in one place.
Even when your team changes, your client’s experience never does.
How it worksA client centric meeting workflow for the whole team
Move from fragmented workflows & throw-away meetings to valuable client experiences.
Prepare
- Create and share agendas before you meet.
- Make your own agenda templates or use one from our professional library.
- Share documents and resources ahead of time.
Meet
- Host branded video meetings. Access just one click. No download needed.
- Record public and private meeting notes in the same place as you meet.
- Set actions for you, your team and your clients.
Act
- Monitor actions as they get completed.
- Access clear and transparent records of every decision.
- Make progress and demonstrate your value.
“Time is money for you and your client. You don’t want to be wasting it, and in your time together you want to be able to give them really tangible stuff.”
Lauren Harvey
Full Stop Accounts
“Connect4 is a great tool! You can see what you are talking about. You can see what you agreed to in the last meeting. There’s no argument!”
Richard Brewin
ProgressBB
“The workflow with agendas, actions, and minutes is really important for us with clients. Otherwise, it’s not a meeting; it’s a chat! There has to be a purpose to it.”
Andy Turpin
PEM
Ready to get connected?
Start hosting smarter client meetings today.
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