Course curriculum

  • 1

    Introduction to Ignition

    • Introduction

    • Benefits of migrating your clients to one system
  • 2

    Planning the Migration

    • Step 1: Assessing your client base (2 min)

    • Step 2: Add or import your clients to Ignition (1 min)

    • Step 3: Create custom proposal templates based on client segments (5 min)

    • Step 4: Create your proposals in bulk based on client segments (1 min)
  • 3

    Communication with Clients

    • Step 5: Email clients with clear communications (2 min)
  • 4

    Executing the Migration

    • Step 6: Review and adjust draft proposals to ensure accuracy (1 min)

    • Step 7: Send proposals to clients in bulk (1 min)