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