Proposals, pipelines, and peace of mind: How Katie’s team tracks every opportunity

Peace of Mind Business Solutions is on a mission to take the stress out of bookkeeping and payroll for busy small businesses. The team delivers accurate, reliable support—from superannuation and payroll compliance to day-to-day bookkeeping—so their clients can stay focused on running and growing their businesses. 

But as the business scaled, they needed a better way to manage proposals, track opportunities, and ensure her team had visibility over every new lead and engagement. That’s when they turned to Ignition.

As the business scaled, Sales & Marketing Manager Katie Barnett and the team at Peace of Mind faced growing complexity in how they tracked leads, managed proposals, and onboarded new clients. 

Proposals were scattered across inboxes, spreadsheets, and often lived only in someone’s head. With multiple services and customized quotes, keeping track of where each client was in the process was a growing challenge.

The result? Admin bottlenecks, inconsistent follow-up, and a heavy reliance on the team to keep everything moving. That lack of visibility made it hard for the team to step in and support, especially when managing fast-moving opportunities.

Before using Ignition Deals, keeping track of what had been sent, what was on hold, and what was still waiting for action was a constant struggle. 

To bring clarity and consistency to their process, Katie turned to Ignition Deals, a centralized pipeline to manage proposals and track every opportunity in one place.

For Peace of Mind, this visibility has been transformational. Whether they’re onboarding a new payroll client or expanding services for an existing business, the team can collaborate with confidence, ensuring that nothing falls through the cracks.

The team can log details, add notes, and link proposals directly to each deal, with full visibility of their status. Managers can instantly see what’s in progress, what’s waiting, and what’s been won, and can tag team members if their input is needed.

They also use Ignition Forms selectively — not for capturing new leads, but for internal tracking and gathering updates from existing clients, helping them keep client records current without adding manual admin. It’s one more way they’ve reduced manual work and improved consistency across the team.

Stages make it clear where each deal is and what needs to happen next, helping the team stay organized and proactive.

By bringing all proposals and deals into one place, Peace of Mind Business Solutions has transformed its process from scattered and reactive to structured and consistent. With Ignition powering its proposals, deal tracking and forms, the business has built a smoother, more scalable way to manage its growing client base.

Team members can pick up where others left off without losing context, managers have a clear view of all activity, and follow-up is faster and more consistent. The full history is there, making it easier to keep work moving and close more deals.

With everything now visible in the pipeline, knowledge is no longer siloed at the top, freeing up the owner to focus on higher-value work and setting the business up to hit its ambitious target of 10–15 new leads each week, a goal made achievable in part thanks to the clarity and automation Ignition brings to every client interaction.

For Peace of Mind Business Solutions, the difference is simple: Deals & Forms have replaced uncertainty with clarity, ensuring every opportunity is captured, tracked, and followed through to completion.