Automate
Your Client Onboarding from Proposal to Workflow
Featuring Dawn Brolin, CPA, CFE
Presented by Financial Cents & Ignition

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.

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.

How the new Ignition + Financial Cents integration works step-by-step.

How to automatically generate onboarding workflows when proposals are signed.

A downloadable “Client Onboarding Blueprint” you can implement right away.

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.

• 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