When talking about successful client engagement, what questions come to mind?
In this live Q&A session, Ignition’s Partnership Manager, Jennie Moore, and Karbon’s Co-Founder and Chief Partnerships Officer, Ian Vacin discuss four critical areas of client engagement and share insights on what firm owners should do in each process to ensure success in client engagement.
Watch the video to learn:
How to conduct sales and discovery call
How to write scalable proposals
How to manage scope changes
How to evaluate client and project profitability
Co-Founder & Chief Partnerships Officer, Karbon
Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.
Partnerships Manager, Ignition
Jennie Moore is the Partnerships Marketing Manager at Ignition. She is Founder of Moore Details, Inc., a progressive bookkeeping firm committed to modernizing bookkeeping. When she’s not crushing business goals you can find her eating a good cupcake, figure skating or hiking with her family.