Strategy Session (COVID-19) icon

Strategy Session (COVID-19)


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. 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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