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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. 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.