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

Topic:

The proactive client communication model

Regular touch points with engaged clients where you can showcase insights into their business and provide the relevant services they need. That’s what the vast majority of firms want. But it’s hard- tracking clients down, changing their expectations, running thought through meetings, empowering client managers to take the initiative, giving relevant advice for each client.

Come and learn and challenge a model by which you can make proactive and productive quarterly business insight meetings the backbone of your firm.

Speaker:

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.

About Connect4:

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.

Start

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