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Initial Consult & Discovery


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.]CompletedSetup meeting4 AutomatorsSecure meeting with client (send agenda, meeting invite and virtual meeting room) and remind themCompletedAdvise client7 AutomatorsComplete initial consult and discovery meeting (prep, conduct meeting, follow-up with client, create work items)Completed

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.