Automating client onboarding with Practice Ignition and Karbon

Explore how you can use the powerful Practice Ignition and Karbon integration to automate your workflow and create a seamless client onboarding process.

Tuesday, Jul 16 - 10:00pm, America/New_York
45 minute webinar

Automating client onboarding with Practice Ignition and Karbon

Event summary

Discover how you can integrate Practice Ignition and Karbon to create a seamless client onboarding process, automate key steps, and free your team to focus on the high-value activities—without any wasted time or the risk of forgotten tasks.

Richard Snell (Karbon) and Ethan Cooney (Practice Ignition) will outline how your workflow can be triggered the moment a client accepts their proposal.

Steph Hinds (Growthwise) will also be on-hand to share how her team uses the two apps together every day, the benefits they have seen, and some client onboarding best practice tips of her own.

Register to learn:

  • How the Karbon + Practice Ignition integration works
  • Steps to map services in Practice Ignition with templates in Karbon
  • The magic of triggering workflows the moment a client accepts their proposal
  • The impact this has had on efficiency and client experience at Growthwise
  • Client onboarding best practices

There will also be a live Q&A session where you can have all your questions answered.

If you cannot attend at this time, register to receive a recording.

Karbon Practice Ignition4

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