The Challenge of Managing Clients
There’s a new way to handle client acquisition and management. It’s a third party app, easily integrated with QuickBooks, called Practice Ignition. Here’s how it works:
Create a Proposal in 5 Minutes
Drag and drop services and pricing from your library in a couple of clicks, automatically include your terms of service, and set your payment terms (fixed fee, recurring, pro-rata payments, anything). Because payment processing is built-in, you can require bank or credit card details before your client can sign. You’ll never chase a payment again.
Turn Your Plain Proposal into a Powerful Sales Tool
You can embed a stunning PDF brochure that includes testimonials and results, your process, a visual project road map… anything that makes choosing you easy. And yes, there are stunning templates you can customize. You can also set automated follow ups so that you can forget about this proposal until it’s signed and be notified the second your client opens the proposal.
What Happens Automatically Once Your New Client Signs
When you require clients to enter payment details before signing and they’ll be automatically billed according to your schedule. No more chasing payments. Invoices are created in your account software and marked as paid automatically. No more double and triple checking that everyone has paid. When you send a proposal or get paid, Practice Ignition crunches the numbers and spits out every metric you could ask for. No more spreadsheets or wondering how you’re doing.
Ready to learn more about how Practice Ignition can improve your business? Talk to us today!