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

Assisted ($499 USD):

Karbon will assist you in creating Karbon templates from your existing processes. Download and populate this import spreadsheet. Complete instructions are listed on the first tab. 

Next, upload your file to this secure Dropbox link. Once we receive the uploaded file, the Karbon team will review the data, work directly with you to address any changes need to be made, import your data, and resolve any data import issues that arise.

Full-service white glove Karbon setup ($2,999 USD)

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, right-for-me live training, and quarterly Q&A with your Karbon expert if needed. Contact [email protected] to request the white glove setup service.

Next steps

Once your contacts, processes and work are imported and bulk created in Karbon, we recommend that you spend some time updating your various Settings. This includes specifying job roles, reviewing your work types, customizing your work statuses, and adding your firm's logo to the company details.

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