Initial Consult & Discovery (COVID-19)
Download your free Initial Consult & Discovery (COVID-19) template to personalize and use in your bookkeeping or accounting firm.
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.
Related ResourceHow to automate the Initial Consult & Discovery template
Download the Template
Download your Initial Consult & Discovery (COVID-19) template now.
- .XLSX File
- Process Map
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling