Learning Center  /  Proposals  /  Intro message and next steps message templates

PROPOSALS 1 mins 16 Jun 2023 by Pat Kuo
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Here are some practical templates for you to use in your Intro Messages and Next Steps Message templates.

Customize these templates for a tailored and personalized client experience!

Click the link to the specific templates and simply copy and paste the content to a new message template in your own Ignition account.

Intro message templates

The link below contains these Intro message templates:

  • Intro message template (Default)
  • Intro message for existing clients/renewals
  • Intro message for migrating existing clients to Ignition

Next steps message templates

The link below contains these Next Steps message templates:

  • Next steps for new clients (Default)
  • Next steps for existing clients
  • Next steps for individual tax return clients

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