Highly efficient firms have processes that ensure high quality and on-time delivery of the services that they provide their clients. Those processes can easily be imported into Karbon work templates to be utilized for future or current work items.

Free work templates: 

As a Karbon customer, you can choose from Karbon's 50+ best practice work template library to be uploaded into your Karbon instance. Complete this form to select the processes you would like to have added to your Karbon account. We’ll upload them into your Karbon instance and contact you when completed.

Do-it-yourself (free):

You have a couple of options for creating work templates using your current processes:  

  1. Create a work template from scratch
  2. Copy a task list from outside of Karbon
  3. Customize one of your pre-populated work templates

Assisted (add-on fee):

Karbon will assist you in creating Karbon templates from your existing processes. Reach out to your account manager to discuss your service options. Or reach out to our support team to ask for more info at support@karbonhq.com

Full-service white glove Karbon setup (add-on fee)

We provide complete personalized setup to help you to document and fine-tune your processes, and convert these into Karbon templates for you to create work from efficiently. 

The white glove setup service Includes data migration & error resolution, 1:1 process consultation (2 sessions), a dedicated 1:1 champion, team live training and advanced training.  Reach out to your account manager to discuss your service options. Or reach out to our support team to ask for more info at support@karbonhq.com

Next steps

Spend some time on optimizing your workflow. A full set of workflow & automation videos can be found here.

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