This content is most suitable for exisiting users of Ignition.
Optimising your onboarding process for growth—a key component of any business's success—can be a difficult task. Fortunately, Ignition Account Managers, George and Jack, are here to help you out. Watch them, as they discuss and demonstrate various onboarding systems and processes to help put your firm in a position to scale.
In this session, we will cover:
- Advice on building templates in your Ignition account to increase efficiency
- An example of a very manual onboarding process vs one that is built for growth
- An introduction to Zapier with a live demo example
- Tips on communicating properly with clients through Ignition
