How Ignition Consulting scaled client wins with Uru.
Business development in hours, not days. Client risk surfaced before churn. More revenue with the same team.
The Challenge
Ignition Consulting is a CFO advisory firm supporting high-growth companies. Like many services firms, their bottleneck wasn't demand—it was time.
Slow Proposal Process
Proposals took days of back-and-forth.
Hidden Client Risk
Client risk wasn't always visible until it was too late.
Time Constraints
Partner hours were consumed by prep instead of strategy.
"They think they've been recognizing revenue wrong since 2023. It's a million bucks swing."
— Craig, Ignition Partner
More revenue. Less risk. Hours given back.
Proposal prep
↓ from 8 hours → 2 hours.
Deals
Closed faster, higher win rate (e.g., Perry deal 95% probability).
Client retention
Risk surfaced early → 3 clients stabilized in 10 days.
Partner capacity
Dozens of hours reclaimed for billable strategy.
"Fast execution wins this deal today."
— Internal Ignition note
Ignition's first teammates: Maguire and RADAR.
Maguire
Business Development Teammate: Drafted proposals in minutes, pulling language from prior wins and client history.
Example:
A. Perry steady-state language generated instantly, closing a deal at 95% probability.
Saved partners 5–7 hours per proposal.
RADAR
Client Health Teammate: Monitored transcripts, financial data, and sentiment to flag at-risk clients.
Example:
Revenue recognition error ($1M) flagged, with corrective roadmap scheduled in 48 hours.
Surfaced churn risks before they escalated.
Pipeline Intelligence
Uru tracked referrals and pipeline warm leads, surfacing Tier 1 introductions like Infinite Sky AI.
Conversion probability modeled at 95% with instant next steps recommended.
Why It Worked
Shared context across the whole team
All Uru teammates share knowledge and insights, creating a unified understanding of client needs and status.
Seamless integration with Ignition's stack
Uru connected directly to Slack, Gmail, Zoom, and QuickBooks without disrupting existing workflows.
Focus on business outcomes
Uru teammates were designed around specific business objectives, not generic AI tasks.
How Uru Connected Ignition's Tools
Messages
Emails
Meetings
Financials
Proposals
Alerts
Pipeline Intel
What's Next
Ignition plans to expand Uru beyond BD and Client Health into reporting and onboarding automation, building a full lineup of AI teammates.
"The way I use Claude+Uru is actually making me more proficient, not just automating simple tasks."
— Andrew, Ignition Partner
Expanding to client reporting automation
Building onboarding automation for new clients
Creating a full lineup of specialized teammates
Ignition's Future Teammate Lineup
ReportPro
Client reporting automation
Generates client-ready financial reports and dashboards from raw data.
OnboardAI
Client onboarding automation
Streamlines new client setup with automated document collection and process tracking.
StrategyGPT
Strategic planning assistant
Provides data-driven strategic recommendations based on client financials and industry trends.
Ready to see what Uru can do for your firm?
Boost your team without hiring. Save hours. Win more work. Keep every client.