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.
Make the right impression on new business discovery calls.
Systemise your process for bringing new clients onboard.
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 works
A client centric meeting workflow for the whole team
Move from fragmented workflows & throw-away meetings to valuable client experiences.
- 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.
- 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.
- 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.”
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!”
“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.”
Ready to get connected?
Start hosting smarter client meetings today.Try for free No credit card required