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.