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.
- 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.
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.
“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
“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!”
“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.”
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!”
Ready to get connected?
Start hosting smarter client meetings today.Try for free No credit card required