Grow Your Firm Build Stronger Relationships Succeed With Advisory Increase Accountability Enhance Your Leadership Empower Your Team Boost Employee Engagement Develop Your Culture Build a Stronger Brand Execute Your Strategy Achieve Your Goals One Meeting at a Time
Stop letting unproductive meetings hold your firm back. Run better meetings with Agendali meeting management software.
Template Agendas
Action Management
Branded Notes
Meeting Metrics
Building a better firm shouldn't be a struggle but unproductive meetings are costing you a fortune.
- Client don't perceive meetings as highly valuable
- Scope Creep is eating into your profits
- You are missing sales opportunities
- Referrals are not as high as you want
- Advisory services are not getting traction
- Your team lack confidence to host meetings
- Your culture isn't as strong as you want
- Your risk profile is higher than you'd like
And all that leads to lower profits, longer hours, and feeling overwhelmed. We don’t want that for you. Let Agendali put an end to poor meeting practices.
Agendali’s meeting management software has all the features you need to run better meetings
Agendali has all the features you need to
have profitable conversations
Highly productive meetings with best practice agendas
Agendas with clear purpose and outcome, and time allocation per topic, enhances attendees’ focus, engagement and ensure productivity. It also keeps the meeting on schedule, avoiding long discussions that can derail the agenda.
Best practice agendas improve efficiency and meeting effectiveness, helping participants to make meaningful progress toward the meeting’s goals.
Save time and boost engagement with a built in timer
Agendali’s timer shows that your firm respects your clients’ time and is committed to making the most of every meeting.
A built-in timer increases productivity and engagement by setting a time limit for each topic, keeping the meeting on schedule and avoiding long-winded discussions that can lead to a loss of focus. It can also prevent the meeting from running over schedule and causing inconvenience.
Drive performanace with scoring and metrics
Agendali allows you to score meetings and access metrics, helping you to evaluate the performance of team members and identify areas for improvement.
By assigning a score to meetings, your clients, team and you can easily track progress and determine whether goals are being met. This information can be used to provide feedback and coaching to team members, improving their performance and ultimately contributing to the success of your firm.
One click follow up meetings
Creating follow-up meetings with actions carried forward is a crucial step in building strong client relationships and ensuring that your accounting firm meets the needs of its clients.
By scheduling follow-up meetings, you can check in on progress, address any outstanding issues and make sure that you are on track to deliver results and nothing falls through the cracks.
Impress clients with branded meeting notes
Branded notes in your firm’s colour palette, along with headshots against actions, offer a personalised touch that sets your accounting firm apart and demonstrate the level of attention and care you give to each client.
Headshots against actions put a face to a name, reinforces the human touch and helps ensure that all parties involved are aware of their responsibilities, leading to a greater likelihood of follow-through on important tasks.
Best Practice Templates
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Built In Timer
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Productivity Metrics
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Integration with your favourite apps
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Branded Meeting Notes
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Mentorship Program
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Employee Management
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Advisory at Scale
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Structured meetings with best practice agendas
Agendas with clear purpose and outcome, and time allocation per topic, enhances attendees’ focus, engagement and ensure productivity. It also keeps the meeting on schedule, avoiding long discussions that can derail the agenda.
Best practice agendas improve efficiency and meeting effectiveness, helping participants to make meaningful progress toward the meeting’s goals.
Save time and boost engagement with a built in timer
Agendali’s timer shows that your firm respects your clients’ time and is committed to making the most of every meeting.
A built-in timer increases productivity and engagement by setting a time limit for each topic, keeping the meeting on schedule and avoiding long-winded discussions that can lead to a loss of focus. It can also prevent the meeting from running over schedule and causing inconvenience.
Drive performanace with scoring and metrics
Agendali allows you to score meetings and access metrics, helping you to evaluate the performance of team members and identify areas for improvement.
By assigning a score to meetings, your clients, team and you can easily track progress and determine whether goals are being met. This information can be used to provide feedback and coaching to team members, improving their performance and ultimately contributing to the success of your firm.
One click follow up meetings
Creating follow-up meetings with actions carried forward is a crucial step in building strong client relationships and ensuring that your accounting firm meets the needs of its clients.
By scheduling follow-up meetings, you can check in on progress, address any outstanding issues and make sure that you are on track to deliver results and nothing falls through the cracks.
Impress clients with branded meeting notes
Branded notes in your firm’s colour palette, along with headshots against actions, offer a personalised touch that sets your accounting firm apart and demonstrate the level of attention and care you give to each client.
Headshots against actions put a face to a name, reinforces the human touch and helps ensure that all parties involved are aware of their responsibilities, leading to a greater likelihood of follow-through on important tasks.
At Agendali we understand building a better firm can be challenging, here's how Agendali can help...
Build Stronger Client Relationships
Structured meetings, branded meeting notes, and client access to agendas, notes and actions
Increase Revenue
Template agendas make cross-sales and referral requests more consistent
Improve Productivity
Enhance productivity by boosting accountability and engagement with action management
Empower Your Team
Give your team confidence to run client meetings using template agendas
Systemise Advisory
Ensure the advisory processes and client experience is consistent with a system for conversations
Be the Ultimate Professional
Exude control and high organisation to create a lasting impression with Agendali
Better Meetings Plan
1. Book a demo
A platform demo and consultation tailored to your practice’s needs
2. Use Agendali
Start having better meetings with your clients and your team
3. Stay ahead
Build a future-proofed practice, increase profits, and retain top talent
Use Alongside Your Favourite Apps
A small price for better meetings
Practice
-
Up to 4 Hosts
(Additional hosts £15 per user per month + VAT) -
Up to 20 team members
-
Up to 300 clients
-
Unlimited meetings
-
Access to global agendas
-
Branded meeting notes
Firm
-
Up to 15 Hosts
(Additional hosts £10 per user per month + VAT) -
up to 75 team members
-
up to 1,000 clients
-
Unlimited meetings
-
Access to global agendas
-
Branded meeting notes
Business
-
Up to 50 Hosts
(Additional hosts £5 per user per month + VAT) -
Up to 200 team members
-
Unlimited clients
-
Unlimited meetings
-
Access to global agendas
-
Branded meeting notes
Solo Plan £25 a month for 1 host, 5 team members, 100 clients and 500 meetings a year
Money Back Guarantee
- Commit to using Agendali with all your internal meetings for a period of three months
- Ask for support if you don’t see a change start within the first month
- At the end of the three months tell us the main reason you weren’t happy, so we have a chance to make it better.
Profitable Conversations Assessment
How profitable are your client conversations
Take our 4min profitable conversation assessment to find out how much you are missing out on from your client conversations.
