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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 AIWhat 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.