Initial Consult & Discovery (COVID-19)
This template can be used in any country
Tackle COVID-19 with this client discovery call process, including a client email template and other steps.
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Download your free Business Finance Guarantee Scheme template to personalize and use in your bookkeeping or accounting firm.
A best practice checklist for the New Zealand Government's COVID-19 Business Finance Guarantee Scheme process. This template is part of the Karbon COVID-19 Rapid Response Kit.
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Get more out of this template by adding it to Karbon, including: