Strategy Session (COVID-19) icon

Strategy Session (COVID-19)

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Download your free Strategy Session template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Strategy Session (COVID-19)' templateStrategy Session (COVID-19)CLIENT TASKSBook time to complete your COVID-19 strategy session1 AutomatorPlease schedule your 1 hour strategy session — [insert your online calendar app link here e.g. www.calendly.com/youraccount/60min]CompletedSetup meeting3 AutomatorsSecure meeting with client (send agenda, meeting invite and virtual meeting room) and remind themCompletedAdvise client6 AutomatorsComplete strategy session meeting (prep, conduct meeting, follow-up with client, create work items)Completed

A best practice checklist, suitable for all regions, for coordinating a client strategy session during COVID-19. This template is part of the Karbon COVID-19 Rapid Response Kit.

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  • .XLSX File

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