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
A 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.
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
Have complete trust in your team’s delivery
See at a glance which clients need more attention. And which ones don’t.
Coach new team members to run smarter client meetings.
“I love it because I can quickly look back at past meetings… I’m often strapped for time so I like the fact that everything is in one convenient place.”
Joe David
Nephos & Myna
“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
“Every now and then I see an app that looks that will make a real improvement to the way business owners run their practice and Connect4 is doing just that!”
Peter Jarman
PJCO Accountants
“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
Ready to get connected?
Start hosting smarter client meetings today.
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