Initial Consult & Discovery (COVID-19)
Tackle COVID-19 with this client discovery call process, including a client email template and other steps.
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Initial Consult & Discovery Template
Download your free Initial Consult & Discovery template to personalize and use in your bookkeeping or accounting firm.
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About this template
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.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
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