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Strategy Consulting Session

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Download your free strategy consulting session template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Strategy Consulting Session' templateStrategy Consulting SessionCLIENT TASKSBook time to complete your strategy session1 AutomatorPlease schedule your 1 hour strategy session — [insert your online calendar app link here e.g. www.calendly.com/youra…CompletedSetup meeting4 AutomatorsSecure meeting with client (send agenda, meeting invite and virtual meeting room) and remind themCompletedAdvise client7 AutomatorsComplete strategy session meeting (prep, conduct meeting, follow-up with client, create work items)Completed

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)".

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  • .XLSX File

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  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling