The Automation and Growth Series with Connect4
Join us as we chat with Andrew Jordon from Connect4 in an online webinar as part of the Automation & Growth series
The proactive client communication model
Andrew Jordon / CEO at Connect4
Andrew is the CEO at Connect4. He trained as an accountant in London in Corporate Tax and M&A before working in house as a consultant Finance Controller in the sunny climes of Brisbane. Andrew then switched to software as a member of Fathom’s leadership team, the management reporting tool before going on to found Connect4 in early 2020.
Connect4 helps accounting firms run smarter and more actionable meetings with their clients. It’s equipped with a unique suite of tools that make it easy for anyone in the team to run truly valuable client meetings.
Why run smarter client meetings?
• Make clients happy. Happy clients spend more, for longer.
• Improve team efficiency. No more repeating old information.
• Build trust. Transparency and accountability are key to long-lasting client relationships.
What does Connect4 do?
• Prepare professional meeting agendas with ease. Use expert templates or build your own.
• Assign pre-meeting actions. Make sure everyone knows what they should prepare in advance.
• Make a record of every discussion and decision. Total meeting transparency for attendees.
• Turn meetings into actions. Keep everyone accountable by assigning actions for next time.
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