Initial Consult & Discovery (COVID-19) Template
Download your free Initial Consult & Discovery (COVID-19) template to personalize and use in your bookkeeping or accounting firm.
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About this template
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.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
