Hi Name,

I hope you are well.

As part of our ongoing efforts to enhance our service, we have an initiative to improve the effectiveness of our meetings. To help us achieve this, we’re implementing a new app called Agendali.

This app gives you access to agendas before our meetings (so you can ensure we cover everything that’s important to you). After meetings you’ll be able to access meeting notes, decisions, and agreed actions, all in one place.

Keep an eye out for an email before our next meeting prompting you to register a free account and create a password. You can then start using the software.

I’d also like to take this opportunity to share some of the topics we’ve been discussing with clients lately:

·         Time – freeing up time so you can do more of what you love. 

·         Growth – breaking through ceilings and accelerating growth.

·         Cash – finding opportunities to boost profit and cashflow in the business. 

·         Debts – looking at repayment of loans, tax, and personal mortgages.

·         People – improving the effectiveness of your team.

·         Exit – developing a plan to sell, pass on or wind down the business.

If any of these topics strike a chord with you, let me know and we can book a meeting.