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Ignition AI Setup Guide
Use this playbook to launch Ignition AI quickly, improve proposal acceptance, and automate billing and payment collection.
Start Ignition AI View Full GuideWhat to Set Up First
- Create branded proposal templates for core service packages.
- Attach engagement letter terms and signing flow.
- Configure payment collection at acceptance and recurring billing.
- Connect accounting and operations integrations for automation.
Fast-Win Automations
- Auto-send proposal reminders before opportunities go cold.
- Collect payment details at proposal acceptance to reduce AR lag.
- Trigger onboarding workflows immediately after signed engagement.
- Monitor acceptance rate and revenue forecasts in one dashboard.
Clickthrough Links
Suggested Prompt Pack
Proposal Scope Prompt: Turn this service outline into a clear fixed-scope proposal with tiered pricing and deliverables.
Engagement Terms Prompt: Draft concise engagement terms covering payment schedule, out-of-scope handling, and revision policy.
Upsell Prompt: Generate a short upsell add-on section for advisory services based on this client profile and current package.