From clunky workflows to clear pipelines: How Inland Cooperative Services simplified client onboarding with Ignition Deals

Inland Cooperative Services is a growing firm supporting small businesses and cooperatives with bookkeeping and advisory services. With full-service bookkeeping, payroll, and emerging financial advisory offerings, Micheal and his small team are focused on accuracy, consistency, and quality.

While the firm isn’t chasing massive revenue targets, Snow wants to build an operation that runs smoothly and looks as professional as much larger competitors — a goal that requires structure and tools that make organization second nature.

Before adopting Ignition Deals, Inland Cooperative Services relied on ad hoc systems to track prospects and proposals. Templates and task lists helped, but it was still difficult to follow each opportunity through the pipeline — especially when proposals needed changes or when multiple stakeholders were involved.

Micheal also used Karbon to manage recurring work, but found it cumbersome for tracking sales and onboarding.

“Karbon’s great for ongoing work,” he says, “but it was clunky to hold the sales process. I wanted something simpler, more organized.”

Google Forms helped capture information, but lacked professionalism and integration. That’s when Micheal turned to Ignition — first for proposals, and then for Deals and Forms.

Ignition Deals gave Inland Cooperative Services a centralized view of every opportunity, with proposals, notes, and forms all tied together.

Micheal uses Forms to collect client information and build consistent pricing quotes. By linking those forms to deals and proposals, he creates a seamless client experience — one that feels thoughtful and professional from the first contact.

He’s customized his pipeline with stages like New, Qualifying, Negotiating, and Closed, giving clear visibility into where each client stands. Notes and attachments are centralized, and renewals are next on his list to manage through Deals.

Though the firm is still small, the structure Ignition provides makes it feel larger and more organized — essential for client confidence.

With Deals, Inland Cooperative Services no longer juggles spreadsheets or email threads. Every proposal, form, and note sits neatly in one view.

The improved workflow gives Micheal peace of mind and makes client interactions feel polished. Even as he explores new advisory services, he knows his sales and onboarding process can scale with him.

Micheal plans to expand his use of Deals and Forms for renewals and client surveys, replacing legacy tools entirely. While he still has a wishlist — like stronger contact matching and more flexible notes — the foundation is there for a more automated, streamlined future.

For Inland Cooperative Services, Ignition has turned what was once a fragmented, manual process into a clean, cohesive system that reflects the firm’s professionalism and ambition.