This content is most suitable for exisiting users of Ignition.
Join Ashlee Baron & Isabelle Miller from our Customer Success team, as they share practical tips and insights on how to strategise and roll out engagements to your existing customer base in bulk.
Whether you are new to Ignition or a seasoned user, the content in this session will be beneficial for all.
What you'll learn:
- Defining & segment your client base
- Preparing for your bulk proposal creation
- Reviewing and sending your proposals
- Tips for bulk proposals
Speaker
Isabelle Miller
Senior Key Account Manager | Ignition
With a background in developing and running a start-up company, Isabelle is particularly interested in the way automation and efficiency tools can be leveraged to help SMBs grow and expand their businesses.
Since joining Ignition in early 2020, Isabelle's focus has been helping accounting & bookkeeping firms in particular to streamline every step of their engagement, billing, payments and workflow processes.
Host
Ashlee Baron
Key Account Manager | Ignition
New Zealand born and bred, Ashlee moved to London in 2015 where she worked for a Wholesale Coffee Roastery. With 7+ years in the specialty coffee industry Ashlee found her passion for teaching colleagues and other businesses how to use software/technology leading her to the Customer Success team at Receipt Bank/Dext here in Sydney. Outside of PI life, she enjoys listening to podcasts, watching documentaries, seaside walks, and travelling the world.
AU
