How to deliver scalable and profitable client engagements

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Jennie Moore
Partnerships Manager, Ignition

GrowthCustomersStrategySalesPricingBusiness Metrics
 

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

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Ian Vacin

Ian Vacin
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.

Jennie Moore
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.