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Day two · Thursday 12 November 10:00am–10:45am AEDT

Pricing & onboarding with AI: easy for you and your clients

Pricing & onboardingTools & apps

  • Ethan Cooney Sales & Partnerships Manager, APAC & EMEA, Ignition
  • Ben Walker Founder, Inspire Accountants
Notes powered by Vinyl

Full session replay · 13 slides

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  • Record your meetings. Ethan Cooney and Ben Walker both said the client meeting holds the context everything else is built from.
  • Transcript to proposal. Ethan showed Ignition pulling services, and any prices mentioned, from a meeting transcript into a draft proposal.
  • Proposals from a prompt. Ben showed Claude creating a new proposal and a 10% roll-forward through the Ignition MCP, each in under a minute.
  • Find the work you’re not billing. Ethan had AI compare a meeting with a client’s current agreement and list out-of-scope work worth proposing.
  • A person sets the fee. Both said every proposal and price is still checked by a person before it goes out.
Actions for your firm
  1. Record every client meeting, and move in-person meetings online where you can.
  2. Clean up your service library so AI has the right services and prices to draw on.
  3. Test transcript-to-proposal on one new client and check every service and fee before it goes out.
  4. Require payment details on acceptance if your proposal tool supports it.
  5. Review last year’s agreements against recent meetings for out-of-scope work you haven’t proposed.
Links from the session

Shared by the speakers and in the session chat.

  • Ben Walker's free prompts, course and workshop

    The prompts from the session (code IGNITION, which the button applies for you), a free ChatGPT to Claude course, and a 1 December workshop on building your own email assistant. The service library clean-up prompt is prompt 6.

  • Vinyl and Ignition integration

    Shared by Ethan Cooney. He also said Ignition’s new proposal style is in Labs, under branded proposals.

Tools and resources mentioned
  • Ignition

    The proposal, engagement and payments platform both speakers used throughout

  • Ignition MCP

    How Ben has Claude create and roll forward proposals without opening Ignition

  • Claude

    Ben's AI, connected to Ignition, Notion and email

  • Notion

    Where Inspire keeps its policies, pricing guides and menu of services

  • Karbon

    Inspire's practice and workflow management, used for onboarding tasks

  • Vinyl

    Ethan mentioned Ignition's integration for drafting proposals from meeting conversations

  • Ben's starter prompts

    Nine Ignition MCP prompts he shared; the service library clean-up is prompt six

About this session

For most firms, a new client means a quote, a proposal, an engagement letter, then a week of chasing signatures, ID and bank details. Each step is small. Together they eat hours per client, and the client feels every one of them.

In this session, Ethan Cooney walks through how AI fits into pricing and onboarding in 2026, shown live on screen from first quote to signed engagement.

You’ll see:

  • How AI can help scope and price work, and where a person still makes the final call
  • What the client sees at each step, and which follow-ups can run on their own
  • Where firms tend to get stuck when they set it up
  • What to measure in your own firm to know if it’s working
Speakers
  • Ethan Cooney

    Sales & Partnerships Manager, APAC & EMEA, Ignition

  • Ben Walker

    Founder, Inspire Accountants

These notes leave out the detail. For the full session, watch the replay. What speakers said is shared for information, not as professional advice.

Vinyl

These notes were written up by Vinyl

Vinyl is the AI meeting assistant for accounting and bookkeeping firms. It records, transcribes and turns every client conversation into notes, actions and advisory opportunities, the same way it covers the summit.