Agendali Information

Agendali | The Advisor Operating System Ready to grow your advisory business? Agendali helps accountants and business coaches deliver business advice confidently and consistently, demonstrate their value and get paid for the difference they make. Bring your client meetings, business plans, goals, challenges and actions together in one place. With Agendali, you can: • Run structured advisory sessions using template agendas, discussion prompts and integrated tools. • Build practical business plans with the One-Page Plan, organisation charts and Role Agreements. • Turn conversations into progress with the Advisory Feed. Extract and organise information from meeting transcripts into client plans, goals, challenges and actions. • Help clients explore opportunities using calculators, scorecards and coaching frameworks. • Keep clients accountable with clear actions that carry forward between meetings. • Make your value visible with the Value Ledger, recording the difference your advice makes. • Save time with AI agenda creation, meeting notes and performance reports. • Give clients a branded experience that puts your firm and your methodology at the centre. Whether you’re launching advisory services or growing an established coaching practice, Agendali gives you the structure and tools to support more clients. Take the free 30-Day Challenge: run three meetings with three clients and create their 90-day action plans. Find out more at Agendali.com