How to coach your team to run high value client meetings

As an accounting firm owner, you can’t deliver every single monthly meeting for every single client and expect your practice to grow.

Your time is better spent on the business rather than in the business.

In this webinar, we discuss how you can use Karbon and Connect4 to build repeatable playbooks that enable your team to consistently deliver high-value client meetings, without you being there.

• Using meetings to win, retain and expand client revenue.
• How industry leaders us the the Prepare, Meet, Act workflow to coach their team to deliver first-class client meetings.
• Using Karbon and Connect4 to turn meetings into actions.