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Free cpe webinars
Creating Proposals That Sell (And Eliminate A/R)

CREATING PROPOSALS THAT SELL (AND ELIMINATE A/R)

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 22, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The proposal is critical to every successful sale. It can, however, be a huge bottleneck for a busy practitioner. If revenue growth is one of your goals this year, streamlining your proposal process is critical to your success. This webinar will identify what parts of the proposal process can be standardized and automated, key elements you must include in every proposal, and demonstrate the technology to help you save time while closing more business and eliminating outstanding accounts receivable.

Learning objectives:


  • What are the key elements to every proposal

  • How to create professional proposals and send them to any device

  • How to facilitate digital signatures, issue engagement letters and collect payment details in the one platform

  • Sales and proposal best practices

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joshua Lance

Ignition
Head of Accounting at Practice Ignition
[email protected]
(630) 537-0218

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Azeem Mithani

Ignition
Inside Sales Manager
[email protected]
(734) 474-7507

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Azeem comes from a global cloud accounting software company where he worked with partnerships across Canada. Whether it comes to soccer or sales, he is very competitive by nature. He enjoys trying new foods, watching reruns of the Fresh Prince, and going on hikes with his dog Milo. He has a passion for finding new tech gadgets and learning new board games.

About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.