Virtual client meeting

45 mins

A simple agenda template for accountants who want to start running smarter and more actionable client meetings.

Andrew Jordon

Andrew Jordon

Founder & CEO, Connect4

Kick-off (5 min)

  • Ensure everyone attending are online with video & audio on.
  • Overview of meeting agenda, session timing & roles of participants.

Completed/Results Since Meeting (5 min)

Review of actions completed & results since last meeting

In Progress (10 min)

Overview of matters in progress including update on status, timing for delivery and flags

Open Discussion (5 min)

Opportunity to discuss items for planning, next actions or concerns.

Closing (5 min)

Review of agreed actions, next steps and timing for next meeting.

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