Turn Meetings into
Profitable Conversations
A meeting solution with template agendas, training and software
to help you transform your profits one meeting at a time
MEETING SOFTWARE
VIDEO TRAINING
TEMPLATE AGENDAS
Stop wasting time, losing money and missing opportunities
The accounting profession is changing fast and with more firms shifting to provide advisory it is important that you don’t get left behind, miss opportunities or leave money on the table.
The answer is to start having more profitable conversations. But there’s a problem…
- You don’t have agreed agenda’s
- You don’t know how to increase profits through meetings
- Clients aren’t prepared
- Meetings start late and overrun
- Discussions veer off topic
- You don’t know how effective your meetings are
- Your team lacks clarity and training
- No decisions are made
- Lack of follow-up on agreed actions
- You aren’t having regular client meetings
Stop having unproductive meetings and start having profitable conversations
Agendali helps you to have more profitable conversations with your clients through a combination of training, templated agendas and meeting management software specifically designed to help you transform your practice’s profits one meeting at a time
Meeting Management Software
Templated Agendas
Training and Resources
The accounting profession is changing...
We understand the accounting profession is changing, fast. New technologies are changing the way accountants work and compete.
Some of the biggest problems facing accounting firms right now are wasted time, missed opportunities and stagnant profits.
That’s why we developed Agendali to help accountants have more profitable, valuable client conversations so they can reduce wasted time, never miss an opportunity and increase profits.
Agendali has everything you need to have more profitable meetings all in one place
Save Time
Improve Collaboration
Boost Productivity
Build Culture
More Professional
Secure Platform
Email Agendas
Less Paper
3 Steps to profitable client conversations
Step 1 - Sign Up
Select the people you want to attend the meeting
Step 2 - Add Users
Select one of the template agendas or create your own
Step 3 - Start Having profitable Conversations
Follow the agenda and have a productive meeting
