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Financial Planning Bulk Review Meeting Set Up icon

Financial Planning Bulk Review Meeting Set Up

132 Downloads

Download your free Financial Planning Bulk Review Meeting Set Up template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Financial Planning Bulk Review Meeting Set Up' templateFinancial Planning Bulk Review Meeting Set UpReady to Start2 AutomatorsRun client report and identify which clients should be invited for a reviewCompletedIn Progress4 AutomatorsEmail identified clients their invitations for a financial planning reviewCompletedFollow-up7 AutomatorsIdentify clients who haven't responded, contact them directly, and book their review meetingsCompleted

This template is a financial planning administrative process designed to plan for, and schedule, upcoming financial planning review sessions with existing clients on a periodic basis.

The start date is the day to start planning and the due date is two weeks later. The work assignee is the Admin.

This template is part of the Financial Planning Pack.

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  • .XLSX File

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Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

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Financial Planning Pack

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This template can be used in any country
Streamline your financial planning process with this template pack.
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