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
Use this template to reach out to clients to organize a 15 minute initial COVID-19 discovery call.
It includes a Client Task ready for your online calendar link, and 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).
To simplify the outcome of this process (creating work items for agreed next steps), you can use Ignition to complete the proposal and engagement process.
On signature of the proposal, Ignition will create all the requested work items in Karbon automatically.
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 Ignition
With Ignition you can remove the friction by sending your clients a single smart proposal they can read, sign and make a payment on in one sitting.
Close deals faster, automate your onboarding and eliminate debtors. Never chase a payment again with upfront billing via Direct Debit or credit card.
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