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Initial Consult & Discovery

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Download your free Initial Consult & Discovery template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Initial Consult & Discovery' templateInitial Consult & DiscoveryCLIENT TASKSBook time to catch-up1 AutomatorPlease schedule your 15-minute catch-up — [insert your online calendar app link here e.g. www.calendly.com/youraccount/15min]CompletedSetup meeting3 AutomatorsSecure meeting with client (send agenda, meeting invite and virtual meeting room) and remind themCompletedAdvise client6 AutomatorsComplete initial consult and discovery meeting (prep, conduct meeting, follow-up with client, create work items)Completed

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 Practice Ignition to complete the proposal and engagement process.

On signature of the proposal, Practice Ignition will create all the requested work items in Karbon automatically.

Download the Template

Download your Initial Consult & Discovery template now.

  • .XLSX File

Add to Karbon

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

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