This template is design to guide you through organizing the initial contact with clients—a 15 minute discovery call.

It includes a Client Task ready for your online calendar link. If you don't use an online calendar, replace the client task provided with the following text: "Please schedule your 15-minute catch-up by providing us some dates/times that work best for you (add a comment)".

The start date is the date of client outreach and the due date is completion of the consult meeting and creation of appropriate work items (set as 7 days later). The work assignee is Admin.