LEAD CALL & DIAGNOSTIC REVIEW - JR
Shared by Construct Bookkeeping
Jenny Rost
"This template can be used to kick off a new lead, schedule a discovery call, complete a diagnostic review, and then send a proposal. It is meant to pair with the cleanup template I also shared."
This template includes
- 42 tasks
- 9 sub tasks
- 3 client tasks
- 35 task descriptions
- 7 sections
- 3 assignee roles
- 7 tag automations
- 3 email automations
- 3 project resources
- 2 workflow automations
use this template