Introducing our Ignition onboarding lead generation collection link – a streamlined way to start the onboarding process for firms that are using Ignition for their proposal and engagement letter.
Go to Settings in the menu on the left-hand side of the dashboard, then go to the Integrations tab.
Scroll down to find the Ignition integration.
Simply change the Title to suit and add a brief description.
Select your preferred method for identity checking from the options. The method you choose will apply to all clients who use this link from Ignition.
Use the copy button in blue to use the link or click on the new tab icon to open in new tab to see what it looks like.
Now you can paste and share the link where and when you need it to collect key details, including a brief message from clients when needed.
Inside Ignition #
Click on Library from the left-hand side,
Select Messages, and you will now see the Intro message and Next steps message (see below).
Edit or add a next steps message that clients will see at the end of the Ignition process for the clients to follow once they have accepted the proposal.
Below is a sample template for you to utilise.
Dear Contact name,
We are thrilled to welcome you to [YOUR FIRM NAME], and we would like to thank you for choosing us as your partners in business We’re happy and willing to help you achieve your business goals and financial success.
Please get started to complete the Seamlss onboarding and Identity verification form HERE. This form will collect all your details and business entities’ details.
As you have already accepted our proposal through Ignition, we would like to inform you of the next steps in our onboarding process.
Please note that completing this form is an essential step in our onboarding process and identity verification requirements outlined by the ATO, and we kindly ask that you complete it as soon as possible. Once we receive your completed form, we will begin setting up your accounting systems.
Thank you again for choosing [YOUR FIRM NAME], and we look forward to working with you.