How to automate the Initial Consult & Discovery template

Ian VacinChief Customer Officer, Karbon
 

To help you implement your COVID-19 Rapid Response Toolkit, this video walks you through the process of adding Automators to the Initial Consult & Discovery template.

Ian Vacin
Chief Customer Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.