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Initial Consult & Discovery (COVID-19)

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Download your free Initial Consult & Discovery (COVID-19) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Initial Consult & Discovery (COVID-19)' templateInitial Consult & Discovery (COVID-19)CLIENT TASKSBook time to catch-up1 AutomatorPlease schedule your 15-minute catch-up — [insert your online calendar app link here e.g. www.calendly.com/youraccount/15min]CompletedSetup meeting3 AutomatorsSecure meeting with client (send agenda, meeting invite and virtual meeting room) and remind themCompletedAdvise client6 AutomatorsComplete initial consult and discovery meeting (prep, conduct meeting, follow-up with client, create work items)Completed

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.

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  • .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