Strategy Consulting Session
Download your free strategy consulting session template to personalize and use in your bookkeeping or accounting firm.
This template outlines a best practice process for scheduling and completing a 1-hour strategy consulting session with a client.
The template includes a client task ready for you to add your online calendar link and send to your client to schedule the session. If you don't use an online calendar, replace the client task provided with the following text: Please schedule your 1 hour strategy session by providing us some dates/times that work best for you (add a comment)".
Download the Template
Download your Strategy Consulting Session template now.
- .XLSX File
Add to Karbon
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- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling