Initial Consult & Discovery (COVID-19) icon

Initial Consult & Discovery (COVID-19)


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. 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.

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