Meetings

How to use the most efficient meeting format.

28 articles in this collection
Written by Andrew Jordon, Jon Oakley, and Sarah Broderick

How to with Hubspot

Explore how to use Hubspot & Connect4 together as a stellar client relationship duo.

Written by Sarah Broderick
Updated over a week ago

Can I use Connect4 for in-person meetings or phone calls?

Use Connect4 for any meeting with clients - whether video meetings, in-person meetings or phone calls!

Written by Sarah Broderick
Updated over a week ago

Can I see people when screen sharing?

Use Connect4's picture in picture to make screen sharing more comfortable.

Written by Sarah Broderick
Updated over a week ago

What is My personal pod?

Use a personal pod as the place or destination for quick or discovery conversations with clients, prospects or team.

Written by Sarah Broderick
Updated over a week ago

How to with AccountancyManager

Use Connect4's post meeting email workflow to sync with your team’s AccountancyManager workflow.

Written by Sarah Broderick
Updated over a week ago

How to use with Pixie?

Use Connect4's post meeting email workflow to sync with your team’s Pixie workflow.

Written by Sarah Broderick
Updated over a week ago

How to use with Calendly?

Finding time in diaries has gotten easier. Let's explore how to get those meetings scheduled in for a Connect4 meeting.

Written by Sarah Broderick
Updated over a week ago

How to use with Karbon?

Use Connect4's post meeting email workflow to have the email picked up by Karbon.

Written by Sarah Broderick
Updated over a week ago

Post meeting workflow

Connect4 helps you bring more to your post meeting workflow by efficiently using your meeting tools for easy follow-up.

Written by Sarah Broderick
Updated over a week ago

Set a follow-up meeting

Best practice at the end of any meeting is to book the next. Connect4 prompts this action at the bottom of the meeting agenda.

Written by Sarah Broderick
Updated over a week ago

Can I restore the previous meeting's agenda?

Quickly get an agenda setup in a pod by restoring the previous meeting's agenda and adjusting from there.

Written by Sarah Broderick
Updated over a week ago

How to schedule a meeting?

Scheduling a meeting in your pod is quick & easy. Learn how here.

Written by Sarah Broderick
Updated over a week ago

How to edit a scheduled meeting?

Sometimes changes must be made! Let's learn how to edit a scheduled meeting - video, in-person or call - in Connect4.

Written by Sarah Broderick
Updated over a week ago

How do I join a Connect4 Meeting?

You've been invited to a Connect4 meeting. Let's go through how to join and what you can do before your first meeting.

Written by Sarah Broderick
Updated over a week ago

How to Add Participant During Meeting

Quickly add a participant to the pod while a meeting is ongoing to keep the meeting flow rolling.

Written by Sarah Broderick
Updated over a week ago

What are meeting insights?

Understand the health of the meetings you host.

Written by Sarah Broderick
Updated over a week ago

How do I use actions?

Turn meetings into actions. Connect4 allows you to assign pod attendees actions during or after meetings to keep moving forward together.

Written by Sarah Broderick
Updated over a week ago

How to leave meeting notes

Communication post meeting is key to keep progression going and that starts with meeting notes to share for agreed actions and referencing.

Written by Sarah Broderick
Updated over a week ago

How to review last meeting notes?

Know where you left off by reviewing the meeting notes entered from the last meeting (and all prior meetings) hosted in the pod.

Written by Sarah Broderick
Updated over a week ago

Why can’t I edit or add to meeting notes?

Meeting minutes are essential to keep note on what was discussed. Designate the editor role in your meeting to edit & add notes.

Written by Jon Oakley
Updated over a week ago

How to send a summary email

The ideal book end to a productive meeting is a summary email. Send meeting notes, actions & recordings to all pod members easily.

Written by Sarah Broderick
Updated over a week ago

How do I add recordings after my meetings?

Add a 60 second meeting summary video or a URL of the Loom recording after your meeting with these quick steps.

Written by Sarah Broderick
Updated over a week ago

Emoji time! 🥸

Use emoji's to help remember your favourite saved templates or to bring some colour to your meeting summaries.

Written by Andrew Jordon
Updated over a week ago

How do I use Connect4 Expert Agenda templates?

We have created a library of different suggested types of meeting agendas. Load an Expert Agenda template and edit to suit your needs.

Written by Sarah Broderick
Updated over a week ago

Completing the meeting summary

Who completes the meeting summary and how do they do it?

Written by Andrew Jordon
Updated over a week ago

How do I create a template agenda?

Written by Sarah Broderick
Updated over a week ago

How do I create an agenda?

A step-by-step guide for creating the visible agenda in your Connect4 pods.

Written by Sarah Broderick
Updated over a week ago

Meeting Agenda

Email agenda

Share your agenda before you meet using Connect4.

Written by Sarah Broderick
Updated over a week ago