Discovery Call Capture

What was agreed?

Fill this in live, on the call. Takes under a minute — the client gets their link right after you submit.

Client's name *

Please enter the client's name.

Entity name *

The name the accounts will be under — could be the same as the client's name.

Please enter the entity name.

Entity type *

Please select an entity type.

Services agreed *

GST returns Annual Accounts Payroll Other

Please tick at least one service.

Pricing basis *

Fee estimate Time and cost

Fee estimate ($) *

Please enter an amount.

Client's email *

Please enter a valid email address.

Anything worth mentioning back to them when they open their link?

This becomes the personal opening line on their link — not just a data field.

The client's onboarding link has been emailed to them. If email's slow to land, copy it below and send it yourself.