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.

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