Course curriculum

  • 1

    Introduction

    • Overview of Fee Management and Client Renewals (1 min)
  • 2

    Preparation of the Renewal Process

    • Client Segmentation and Preparation (5 mins)

    • Updating Your Ignition Templates (3 mins)

    • Communicating to your clients (1 min)

    • Standardizing your engagements (3 mins)
  • 3

    Different Types of Renewals

    • Renewing existing clients in Ignition (5 mins)

    • New clients / Clients not yet in Ignition (4 mins)
  • 4

    Moving Forward Next Year

    • Planning how and when you perform fee reviews and renewals (4 mins)

    • Conclusion (1 min)