This content is most suitable for exisiting users of Ignition.
The start of a new year is the perfect time to get your business in tip-top shape. This means ensuring systems and processes are in place for your business to run as efficiently as possible, before the client work comes pouring in.
Join Angie Poole and Michelle Timperley—Account Managers at Ignition—as they share some Ignition hacks to make your engagement life easier. Whether you’re new to Ignition, or have been using Ignition for years, there are tips & tricks for everyone in this session.
Watch on-demand to learn how to:
- Update Client information all at once
- Pre-empt out-of-scope services by adding it as part of your original proposal
- Collect additional client information automatically after a proposal is accepted
- Amend current proposals without requiring another signature from your client
- Report on segments of your clients/proposals
- Find which clients still have unbilled services
- Resolve duplicate clients
Speaker
Michelle Timperley
Senior Key Account Manager | Ignition
Michelle is a former bookkeeper and business owner with over 13 years of experience running a bookkeeping practice. She knows first-hand the value of implementing the right apps to help automate workflow and efficiencies as the best way to scale a business. Now a full-time account manager at Ignition, Michelle continues to build close relationships with accountants and bookkeepers by sharing her knowledge and experience. She is passionate about helping them achieve their goals and implement efficiencies in their own business.
Host
Angie Poole
Key Account Manager | Ignition
Angie Poole is an Account Manager at Ignition. She has been working in the accounting & bookeeping industry for over 12 years specialising in implementations & integrations of cloud apps in the Xero Ecosystem.
Angie’s tech experience lends herself to supporting and educating accountants, bookkeepers and their clients on how to streamline their processes and automate their systems.
AU
