Karbon
Training, Practice Advisory & Consulting

Guarantee your firm’s success.

Ensure a pain-free transition to Karbon and maintain ongoing value with comprehensive training, implementation and consulting services.

Assisted Implementation
Ongoing Support
98% Satisfaction Rating
Advanced Training

Implementation Packages

Get your firm up and running seamlessly.

Group Onboarding

Group Onboarding

Free online training with a Karbon Expert. Learn how to get started, create your first workflow template, and have your questions answered.

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Assisted Onboarding

Assisted Onboarding

Transition to Karbon with our 6-step plan. Includes guided data imports, client work creation, and personalized team training.

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Full Service

Full-Service

Bespoke one-on-one training and data imports. Everything your team needs to transition to Karbon in the shortest possible time.

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Popular Add-Ons

Ensure your firm gets the ideal combination of services.

Annual Service Plan

Be guided by your dedicated account manager to gain maximum value from Karbon
  • Quarterly business reviews
  • First access to features
  • Data updates and reporting

Team Training

Live expert training on how to use Karbon’s key features + Q&A
  • Basic or advanced training
  • Workflow, reporting & best practices
  • Up to 12 team members
$499

In-App Support

Access to 24/7 live chat with Karbon experts
  • Round-the-clock support
  • Best practice advice
  • Included in most Karbon subscriptions
$199

Dedicated Account Manager

An assigned Karbon Expert to give you on-demand answers and ongoing support
  • Dedicated Customer Success Manager
  • Quarterly business reviews
  • Additional consultations & training
$999

Individual Services

Assisted Data Import
Detailed Contact Migration
$299
Assisted import of client data (people, organizations and client groups), review and error resolution.
Workflow Processes Assistance
$999
Import, automation and optimization of your existing workflow templates. Includes up to 12 process templates.
Bulk Work Creation
$999
Assisted import of all jobs and work detail, plus review and error resolution.
Bulk re-apply templates
$499
Re-apply any updated work template/s to all work items that have been created from those templates in the past.
Practice Setup & Processes
Template Review
$99
Personalized video recording from a Karbon Expert providing best practice advice and suggested improvements to one of your workflow templates.
Assisted Practice Setup
$299
Discovery meeting and optimization of Karbon practice settings based on how your firm operates and recommended best practices.
Process Visualization
$499
Conversion of all existing Karbon templates into Microsoft Visio/ LucidChart process maps to assist with process improvement projects.
Work Template Optimization
$999
Expert migration and optimization of 3 processes into Karbon templates. Includes 1:1 training (3 Sessions) to ensure continuous process improvement.
Process Consulting
Quote On Request
Assistance defining process and building and optimizing Karbon templates. Includes: process derivation, process mapping, optimization and work template upload.
White Glove Experience
Starting at $9,999
A truly customized implementation plan tailored to you. Includes all processes migrated by Karbon experts, settings customized to your firm, and custom training designed for your firm.
Training
One-On-One Champion Training
$299
Live 1:1 session with an expert to answer your questions, learn best practices and ensure you are making the most out of Karbon.
Team Training (Up To 12 People)
$499/Team
Live session for up to 12 team members with expert training on how to use Karbon’s key features + Q&A.
Advanced Team Training (Up To 12 People)
$499/Team
Live session for your team, focusing on advanced Karbon concepts like work management, workflow, reporting and best practices.
Quarterly Training with Expert (Q&A Session)
$499
One year of quarterly 1:1 sessions with an expert to walk through the newest features, get refreshers on key workflows + Q&A.
Product Expansion
Extended Email History (12 Months)
$199/User
Import an extended history of your email to allow you to store a full record of communication against clients and work items. Pricing is per 12 months worth of history.
Additional Storage (Per 5GB)
$49/Year
'Additional storage for your team''s files and email.'
Custom Reporting
Starting At $6,000
Email Insights
$10/User/Month
Detailed reporting on individual, team and client email activity and efficiency.
Custom Data Export
Quote On Request
Dedicated Hosting in Local Market
$999/Month
Dedicated hosting in an Azure [local cloud center](https://azure.microsoft.com/en-us/global-infrastructure/regions/).
Extended Support
In-App Chat Support
$199/Year
Access to 24/7 live chat with Karbon experts for support and best practice advice.
Annual Service Plan
$1,499/Year
Be guided by your dedicated account manager to gain maximum value from Karbon through quarterly business reviews, first access to features, data updates and reporting.
Dedicated Account Manager
$999/Year
An assigned Account Manager to give you on-demand answers and ongoing support.
Consulting
Online Coaching (Video Call)
$299/Hour
In-Person Coaching Day-Rate
$2,500/Day
In-Person Coaching Week-Rate
$10,000/Week

Learn from our Team of Expert Advisors

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Process Optimization

“Effective and efficient processes are a critical component of making your business scalable and maximizing profitability.”

Ian Vacin

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Team Training

“It’s important to have your team onboard early. Live group training is a key way of ensuring a smooth transition.”

Carla Caldwell

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Data Migration

“Data is an important part of your migration, so I’d recommend doing this early. The sooner your data is in Karbon, the sooner you’ll gain value.”

Tim Donohoue

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Onboarding

“Choosing a team member to be your Change Champion is the best way of ensuring the introduction of any new system remains on-track.”

Erin Jamison

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Growth Advice

“Allow each person in your firm to be part of the process and contribute feedback. It’s important for everyone to know that they are heard.”

Evan Hall

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Long-term Success

“Plan as far in advance as you can. A little training or process improvement today often delivers a huge return in the long-term.”

Andi Ancheta

Get the Best Package Tailored for your Firm