Initial Consult & Discovery (COVID-19)

A best practice checklist for setting up a COVID-19 client discovery call. It includes an email template to send to your clients and other steps.


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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.

Watch this short video to learn how to automate this template in Karbon