--- title: Live Webinar | August 20 | Automate Your Client Onboarding from Proposal to Workflow description: Join Dawn Brolin on Aug 20 to learn how to automate client onboarding with the new Ignition + Financial Cents integration. Save time, wow clients. image: https://landingpage.financial-cents.com/hubfs/Screenshot%202025-07-25%20151723-1.png --- [Go Back Up](https://landingpage.financial-cents.com/automate-your-client-onboarding-from-proposal-to-workflow#top) [Skip to Content](https://landingpage.financial-cents.com/automate-your-client-onboarding-from-proposal-to-workflow#body) [![Logo](https://landingpage.financial-cents.com/hs-fs/hubfs/Logo.png?width=948&height=150&name=Logo.png "Logo")](https://www.financial-cents.com) [![sponsors-sponsorlist-image-9](https://landingpage.financial-cents.com/hs-fs/hubfs/sponsors-sponsorlist-image-9.png?width=172&height=75&name=sponsors-sponsorlist-image-9.png "sponsors-sponsorlist-image-9")](https://www.financial-cents.com) [Sign Up Now](https://landingpage.financial-cents.com/automate-your-client-onboarding-from-proposal-to-workflow#sign-up) Automate Your Client Onboarding from Proposal to Workflow Featuring Dawn Brolin, CPA, CFE Presented by Financial Cents & Ignition [Sign up now](https://landingpage.financial-cents.com/automate-your-client-onboarding-from-proposal-to-workflow#sign-up) ![header image](https://landingpage.financial-cents.com/hubfs/header%20image.png "header image") 📍100% Virtual ⌚1PM EST 📆 August 20, 2025 ## The proposal is signed… now what? If you're still manually creating projects, assigning tasks, and sending internal emails every time a client signs a proposal, you're not just wasting time, you’re putting your client experience (and your sanity) at risk. ### Let’s be honest, manual onboarding isn’t scalable If you're still manually creating projects, assigning tasks, and sending internal emails every time a client signs a proposal, you're not just wasting time, you’re putting your client experience (and your sanity) at risk. ![Frame 3-Jul-24-2025-04-07-58-9117-PM](https://landingpage.financial-cents.com/hubfs/Frame%203-Jul-24-2025-04-07-58-9117-PM.png "Frame 3-Jul-24-2025-04-07-58-9117-PM") ![Frame 2-2](https://landingpage.financial-cents.com/hubfs/Frame%202-2.png "Frame 2-2") ### It’s time to stop starting from scratch In this action-packed session, Dawn Brolin, CPA, CFE will show you how to automate your onboarding process using the brand-new Ignition + Financial Cents integration, so your team can stop manually entering tasks and start wowing clients from the get-go.   What You'll Learn ![Group 12975](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%2012975.png?width=193&height=140&name=Group%2012975.png "Group 12975") How the new Ignition + Financial Cents integration works step-by-step. ![Group 12976](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%2012976.png?width=118&height=150&name=Group%2012976.png "Group 12976") How to automatically generate onboarding workflows when proposals are signed. ![Group 12977](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%2012977.png?width=150&height=151&name=Group%2012977.png "Group 12977") How to eliminate delays, errors, and duplicated efforts. ![Group 12978](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%2012978.png?width=150&height=142&name=Group%2012978.png "Group 12978") Real-world examples and productivity tips from Dawn Brolin. ![Group 12979](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%2012979.png?width=150&height=151&name=Group%2012979.png "Group 12979") A downloadable “Client Onboarding Blueprint” you can implement right away. [RSVP NOW](https://landingpage.financial-cents.com/automate-your-client-onboarding-from-proposal-to-workflow#sign-up) ## Meet Your Speaker: Dawn Brolin, CPA, CFE ![Dawn Brolin](https://landingpage.financial-cents.com/hs-fs/hubfs/Dawn%20Brolin.png?width=1641&height=2000&name=Dawn%20Brolin.png "Dawn Brolin") Dawn Brolin is the powerhouse behind The Designated Motivator—a nationally recognized voice in accounting who helps firm owners build smarter, more profitable workflows with less stress. She’s a practicing CPA, author, speaker, and no-nonsense educator who knows what it takes to grow a firm without burning out your team. Expect real talk, real tools, and real results. Why This Integration Matters Ignition makes it easy to create and send proposals, collect signatures and payments, and close clients fast. Financial Cents picks up from there—turning that signed proposal into a fully built-out project with tasks, deadlines, and workflow templates auto-created for your team. Together, they create an end-to-end onboarding experience—automated, accurate, and scalable. No more gaps. No more guesswork. Just done. ![2209-Global-Web-Hero-Proposal-1](https://landingpage.financial-cents.com/hubfs/2209-Global-Web-Hero-Proposal-1.svg "2209-Global-Web-Hero-Proposal-1") [Save your spot now](https://landingpage.financial-cents.com/automate-your-client-onboarding-from-proposal-to-workflow#sign-up) Who Should Attend: - Firm owners who want to streamline client onboarding - Admins and ops managers who handle new client setup - Teams using or evaluating Ignition and Financial Cents - Anyone looking to connect sales and service with less effort and more impact **Save Your Spot** **📆 Date:** Tuesday, August 20, 2025 **⌚ Time:** 1 PM EST | 10 AM PST ![fc-img](https://landingpage.financial-cents.com/hs-fs/hubfs/fc-img.png?width=522&height=700&name=fc-img.png "fc-img") ## About Financial Cents [Financial Cents](https://financial-cents.com/) is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use. Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time. Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.     **People *love* Financial Cents’ virtual events, we guarantee you will too 😉** ![Group 9689-2](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%209689-2.png?width=394&height=395&name=Group%209689-2.png "Group 9689-2") ![Group 9691-1](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%209691-1.png?width=394&height=214&name=Group%209691-1.png "Group 9691-1") ![Group 9692](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%209692.png?width=394&height=286&name=Group%209692.png "Group 9692") ![Group 9693-2](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%209693-2.png?width=394&height=233&name=Group%209693-2.png "Group 9693-2") ![Group 9694-2](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%209694-2.png?width=394&height=395&name=Group%209694-2.png "Group 9694-2") ![Group 12742](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%2012742.png?width=394&height=260&name=Group%2012742.png "Group 12742") ![Group 9805](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%209805.png?width=394&height=157&name=Group%209805.png "Group 9805") ![Group 9809](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%209809.png?width=394&height=181&name=Group%209809.png "Group 9809") ![Group 9810](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%209810.png?width=394&height=269&name=Group%209810.png "Group 9810") ![Group 12737](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%2012737.png?width=382&height=251&name=Group%2012737.png "Group 12737") ![Group 12740](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%2012740.png?width=394&height=395&name=Group%2012740.png "Group 12740") ![Group 12739](https://landingpage.financial-cents.com/hs-fs/hubfs/Group%2012739.png?width=382&height=233&name=Group%2012739.png "Group 12739") [Save your spot now](https://landingpage.financial-cents.com/automate-your-client-onboarding-from-proposal-to-workflow#sign-up)