Download this best practice checklist for a process to reach out to clients to get a 15-minute initial COVID-19 discovery call. It includes a Client Task ready for your online calendar link, an email template to send to your client, and more.
This template is part of the Karbon COVID-19 Rapid Response Kit. To get the most up-to-date and in-depth version added to your Karbon account, complete this form.
If you are not yet a Karbon customer, you will have the option to sign-up for a free trial after completing the survey. Your requested templates will be added to your new account.https://karbonhq.wistia.com/medias/7vrb9iillj
Watch this short video to learn how to automate this template in Karbon