Practice Ignition proposal & client management software for consultants

Practice Ignition

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Simple proposal drafting
Streamlined workflow
Centralized client information

Move from proposal to closing the deal in one simple place

Send powerful online proposals and manage ongoing financial engagements with Practice Ignition. Seamlessly integrating with practice management software, your client workflow is streamlined. Draft a proposal by choosing a template or building from scratch, adding client details, options, services, and price with fees all before hitting send.

Once it's received and accepted, it can be signed on the go. Practice Ignition deploys the jobs and tasks based on the services in your proposal while drafting invoices that allow automatic payment upon completion of the jobs. It's the workflow automation and client relationship tool you've been waiting for.

Pre-built proposal templates
Consolidated service offerings
Varied proposal options
Digital signatures & payment
Built-in contracts
Engagement letters
Comprehensive business dashboard
Workflow task management

How will Practice Ignition work for the consultant?

A huge part of your business is your relationship with your clients. Practice Ignition helps you build seamless, easy flowing contracts and invoices for your work that lighten you and your customers work loads.

Jesika Patel

Marketing Consultant

"I'm constantly drafting up different proposals for marketing but offering similar packages and services. Practice Ignition helps me draw them up quick and easy while keeping track of services and payments, it's been great!"

What does Practice Ignition have to offer for the consultant?

Whether you're working in IT or marketing, you're offering different levels of your expert services. Practice Ignition helps you build multi-leveled and flexible contracts that give your clients options and keep you both happy.

1

5 minute proposals

Your services and pricing are stored in your library, automatically include your terms of service, and set your payment terms With payment processing built in, you'll never chase a payment again.
2

Client management

Pull your client information and data in one central hub. Practice Ignition gives you oversight on client data, communication, contracts, proposals sent, invoices received, payments received, outstanding payments and much more.
3

Behind the scenes

Once your customer selects a proposal, you automatically receive notifications that let you and your team know what's next in the work pipeline. Completely automated, fully loaded, built for simplicity.

Practice Ignition features and benefits

Use Practice Ignition to draft a proposal that you can launch as early as your first meeting. With personalized branding and flexible billing, your potential clients will be impressed and ready to sign right away.

Proposals in minutes

Practice Ignition service library allows your team to consolidate service offerings and pricing in one place, while pre-built and custom proposal templates are designed to give you a head start and competitive edge.
More choices, more options

Streamline your sales and upsell services by allowing your clients to choose from up to three proposal options. Select preferred the pricing option, enter payment details, and digitally sign - all in one place.
Compliance & engagement

Automatically generate contracts and engagement letters to accompany your proposals. With the Practice Ignition contract generation system, you're always providing an elite level of service.
Business insights

Monitor outstanding proposals, receive new client notifications, and track business openings to track activity and increase your sales.

Practice Ignition frequently asked questions

Less fancy than a contract but just as legally binding. Engagement letters define the business contract between a professional firm and its clients. It outlines the fee structure, responsibilities and obligations of the firm and the client.
Engagement letters reduce liability and clearly outline the roles and responsibilities of both your business and its customers. Practice Ignition helps you build smart, simple engagement letters.
Client onboarding is the process of welcoming new clients and Practice Ignition offers the most comprehensive onboarding service in the industry!
Onboarding is your opportunity to start with a strong relationship and outline your strategies going forward. Practice Ignition guarantees that your onboarding process is always a success
Once you send your proposal over, offering numerous options and flexibility for your client, they can accept and sign immediately! Onboarding has never been easier.

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PERKSONA is perfect for consultants

Are you a consultant

You've worked hard honing and perfecting your craft and skills. Now it's time to grow your business. Practice Ignition streamlines your contracting, proposal, and customer relationships in one easy-to-use location.

Brand consultant
Business consultant
Career consultant
Environmental consultant
Financial advisory consultant
Human resource consultant
Image consultant
IT consultant
Management consultant
Marketing consultant
Operations consultant
Sales consultant
Social media consultant
Software consultant
Strategy consultant
...and many more

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